You might find yourself asking “why me?” if you've been tasked with the duty of filing unclaimed (aka, abandoned) property to the states for your organization. While it seems like a daunting task, it's not so bad when it's broken down into bite size pieces that you can digest.
LongLostMoney spans all industries. You can use it to find your property in our database before it’s considered abandoned and surrendered to the state. Start your FREE SEARCH for Long Lost Money right here! It's as easy as 1 - 2 - 3!
If you received a letter from ETM with a link to this page, it is because you may be owed money, and our client is attempting to reach you, so they can return funds that are owed to you. Click here for more information.
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Want real-time access to your annual and quarterly statement data anytime, anywhere, and in any way possible?
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Do you need your annual and quarterly statement data to be seamlessly and securely accessible to other systems? Do you need your other systems to automatically update your statement data?
Data Connector Brief
Our Wings Ledger Balance utility is the only tool on the market today that can provide you with a
hands-off, seamless interface of Balance Sheet and Income Statement from your General Ledger
to your Annual Statement.
Ledger Balance Brief
Do you have the need to add your own business rules for data validation in the annual or quarterly statement?
Custom Validations Brief
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All times are in CST
| UPExchange Business Sales Demonstration | |
| Recording | UPExchange Business & Outsourcing Webinar |
| 11/13/2018 1:00 PM | UPExchange Business & Outsourcing Webinar |
| 12/19/2018 1:00 PM | UPExchange Business & Outsourcing Webinar |
| Statutory Sales Demonstrations | |
| Recording | WingsPlus Webinar |
| 11/20/2018 1:00 PM | WingsPlus Webinar |
| 12/18/2018 1:00 PM | WingsPlus Webinar |
| UPEnterprise Sales Demonstration | |
| Recording | UPEnterprise Webinar |
| 11/14/2018 1:00 PM | UPEnterprise Webinar |
| 12/12/2018 1:00 PM | UPEnterprise Webinar |
| 1/16/2019 1:00 PM | UPEnterprise Webinar |
| 2/20/2019 1:00 PM | UPEnterprise Webinar |
| 3/20/2019 1:00 PM | UPEnterprise Webinar |
| 4/17/2019 1:00 PM | UPEnterprise Webinar |
| UPExchange Training | |
| Recording | Unclaimed Property Seminar |
| Recording | UPExchange Basic User Training |
Learn About ETM's History
ETM is a SaaS organization that specializes in providing statutory financial reporting, tax-compliance,
and unclaimed property reporting services, making its clients more efficient, consistently accurate,
and uniformly compliant.
Founded in 2001, ETM is the leading provider of software, automating the administration and filing
of financial information to meet numerous regulated reporting requirements.
Read more about ETM and Our Mission!
One of the reasons we have cloud computing is flexibility. Forgive the pun, but when you are free from hardware and software restrictions, the sky's the limit. That's why you get to design your cloud infrastructure the way you want it.
Cloud Infrastructure Overview
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ETM
Physical Address:
805 Tower Terrace Road
Hiawatha IA 52233
ETM
Mailing Address:
PO Box 11100
Cedar Rapids, IA 52410-1100
Sales Team
855-737-1688
Sales@byETM.com
UP Claim Contact Team
319-382-8880
Fax
319-393-3117
With WingsPlus, you can prepare annual and quarterly statutory financial statements any time during work or off-hours, with fewer resources and a greater ROI. Whether delivered from the cloud or installed locally, everyone can work together in one reporting environment all at the same time. Users can quickly update WingsPlus using its native interface or by exporting and importing data from/to a number of formats, including Microsoft Excel – where the reporting possibilities are endless. Click-Once is a Microsoft technology for hosted clients that makes it quick and easy to deploy and update software.
Product Brief | Wings Whitepaper | WingsPlus Overview | WingsPlus and the Cloud | One-On-One Demo | Customer Portal LoginWith WingsPlus: Premium Tax, tax forms and annual statements share data from the same common database and are directly linked together. This means applicable tax fields are updated and populated with common data from the annual statement. When a data change occurs in the annual statement, the same data change will occur in the corresponding tax return and calculations.
Product Brief | One-On-One Demo | Customer Portal LoginWith State Forms Supplement, you can quickly and easily produce state DOI-approved forms compliant with regulatory and statutory reporting standards. Our comprehensive library of forms are sorted and arranged for all lines of business that get updated when states change any of their reporting requirements. Accompanying instructions are provided with each form so you can use them to ensure regulatory and compliance requirements.
Product Brief | One-On-One Demo | Customer Portal LoginWings Plus Municipal Tax automates municipal-tax preparation by producing returns for more than 6,300 city and county municipalities/fire districts. With almost double the coverage of our nearest competitor, Municipal Tax produces returns for more than 6,300 city and county municipalities/fire districts. By including municipal processing for Missouri and New York Fire taxes (along with every state covered by competitive applications), Wings Plus Municipal Tax gives tax-preparation professionals access to the most comprehensive data set and the most powerful processing capabilities available.
Product Brief | One-On-One Demo | Customer Portal LoginTired of going through pages of state checklists that may be out of date? Tired of having to redo and reorganize your to-do lists frequently? How would you like to define and track all of your important deadlines so you don’t have to track them manually? How would you like to have a to-do list with all of the latest state checklists that never gets old?
Product Brief | One-On-One Demo | Customer Portal LoginWhen you run across insurance policies with inaccurate or even missing postal addresses – calculating municipal taxes or pricing policy is difficult to say the least. On top of that, you have to assign state tax jurisdictions, look up correct municipal tax rates for underwriting, and perform municipal tax audits – all with no room for error.
Product Brief | One-On-One Demo | Customer Portal LoginIdentifying and reporting all of your investments properly can get tricky with NAIC regulations changing often. Applying those changes into your Microsoft Excel spreadsheets takes so much time and when mistakes are made – you could run into costly compliance issues.
Product Brief | One-On-One Demo | Customer Portal LoginState Checklist Manager (SCM) includes a master list of state filing DOI checklists for all states and territories. SCM electronically monitors states’ websites for changes in filing requirements for all of the required annual and quarterly supplemental reports. As the requirements are updated by the states throughout the filing season, SCM provides change reports to subscribers via e-mail. SCM is included with the purchase of any ETM product and is also available as a stand-alone application.
One-On-One Demo | Customer Portal LoginETM manages all aspects of the upgrade process and streams updates as received, so you’re always using the most up to date releases, rules, and regulations for each state’s reporting requirements. In addition, we include and maintain all due diligence and state report filing requirements in the Unclaimed Property Calendar built right into the business version of UPExchange™. UPExchange™ is a HIPAA-compliant web application that makes unclaimed property compliance simple. The functionality comes from the cloud, so your organization can pay an affordable subscription rate and receive enterprise-class software as a fully managed service.
Feature Descriptions | UPExchange Business Brief | UPEnterprise vs UPExchange Business Matrix | Product Overview | One-On-One Demo | UPCalendar One-On-One Demo | UPExchange Registration | UPExchange LoginThe foundation for UPEnterprise is UPExchange. By literally every measure, UPExchange is the most widely used and fastest growing unclaimed property reporting solution in existence today, adopted by nearly 50,000 companies in just five short years. Why? Is it the simplicity and security of a fully-managed web application where you can register and start reporting in just minutes? Or maybe the fact the system has state-sponsored regulatory changes streamed and updated literally “while you sleep” has something to do with it. No doubt the speed and ease of online reporting and payment through ETM’s proprietary network is a factor – with 80% of the states gladly accepting the online submissions.
These types of technological advancements are welcomed by companies large and small. However, the larger and more complex your unclaimed property challenges, the more critical your need to have tighter control over the tasks involved. Applying automation to all aspects of the compliance process, rather than to just a few. Incorporating tools so you can reduce your liabilities, not just to manage them. Extracting costs from every task, instead of increasing the budget. That is the challenge. That is the opportunity. We welcomed both. Meet UPEnterprise.
Full Brochure | Two Page Brochure | UPEnterprise vs UPExchange Business Matrix | One-On-One Demo | Product Overview | UPCalendar One-On-One DemoUPExpress reduces your risk of non-compliance, reporting to state after state in just seconds! You can report unclaimed property to multiple states in one online session, regardless of what holder software was used to create your NAUPA II report(s).
Product Brief | Participating States | Visit UPExpressETM offers complete unclaimed property outsourcing services that allow you to outsource all of your unclaimed property reporting requirements.
Product Brief | Product Overview | Request a one-on-one demo.
