It is a combination. You will download a simple application to your computer which controls immediate access to the functionality updates, and all your data is stored securely in the cloud.

Reporting to a state is required based on the last known address of the owner (i.e. the payee on a check); therefore the number of states represented in your outstanding items data will dictate where you must file.

You must pick the plan that covers the greatest needs in these four areas; number of states, number of FEINs, number of transaction records, and number of users.

So if you only need to file for one FEIN, but in 25 states, you will need to subscribe to the Simple Escheat Premier plan. However, if you need to report in all states, but only have one user and one FEIN, you will need to subscribe to the Simple Escheat Enterprise plan.

Yes, you can upgrade at any time to another plan from any version online within the Simple Escheat application.

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No. Your renewal date will always be 365 days from your original subscription date.