Plans & Pricing

Select the plan that fits your business.

All plans come with a limited 7-day trial*

1. Select your plan


  • 1 – 10 States
  • 1 FEIN
  • Up to 1,000 Records
  • 1 User



  • 11 – 25 States
  • 2 FEINs
  • Up to 5,000 Records
  • 2 Users



  • 26 – 40 States
  • 3 FEINs
  • Up to 10,000 Records
  • 3 Users



  • All States
  • 5 FEINs
  • Up to 50,000 Records
  • 5 Users


*7-day trial includes all application functionality, except producing due diligence letters, state reports, and NAUPA files.

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Total Escheat Management

Need a complete outsourced solution to manage your unclaimed property compliance and reporting?

Frequently Asked Questions

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.  This makes it easy to manage users and transfer responsibility to new team members when the time comes.

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.  There are no minimum amounts excluded from the filing requirements – with certain exceptions in a small number of states.  We do not recommend filing on a reciprocal basis either, as you still must follow the laws of the state to which the property is ultimately reported.

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.

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