UPExchange: Reporting, Compliance, and Collaboration

UPExchange is a free web application for creating and submitting unclaimed property reports in the NAUPA II Electronic Reporting Standard. It’s endorsed officially and exclusively by NAUPA*.

Click Here To Watch a 3 Minute Overview

To meet end-user requirements, it’s accessible from anywhere with just a browser. To meet IT requirements, it’s delivered as software-as-a-service (SaaS). To meet security requirements, UPExchange uses real-time database protection, monitoring, auditing, and breach-prevention that follow PCI DSS, Sarbanes-Oxley (SOX), HIPAA, GLBA, and SAS 70 best practices. To meet business requirements, UPExchange accelerates time-to-value with rapid implementation, data conversion, simplicity, and economy – and provides the option of outsourcing the unclaimed property reporting process to ETM.

On Time, All the Time

Saas enables us to keep UPExchange current and accurate. We manage all aspects of the upgrade process, streaming 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, UPExchange:

• Easily converts data from other unclaimed property systems
• Updates unclaimed property records, all at once, directly from Excel
• Uses Word for limitless search letter customization
• Uses custom fields to store data that aids reporting efforts
• Securely stores reporting history to comply with state records retention laws
• Uses state exemptions to reduce liabilities
• Allows claimants to initiate a self-service, online claim
• Views and saves report coversheets in PDF

More Information

For more information, contact ETM at 319.739.3557, or email uphelp@byetm.com.

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PDF Brief

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* NAUPA Endorsement Information

NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM.

About ETM

ETM is a development firm that specializes in providing financial reporting and tax-compliance services. ETM is dedicated to financial processing and reporting, making its clients more efficient, consistently accurate, and uniformly compliant. For more information, please visit www.byetm.com, call (800) 975-3245, or e-mail sales@byetm.com.

Register Now

Please complete the following form in order to register for an upcoming UPExchange webinar. You may also register to watch a previously recorded training session.

First Name: Last Name: Company Name: E-Mail Address: Job Title: Telephone Number:	Address Line 1: Address Line 2: City: State: Zip Code:	UPExchange Training Webinars; 2pm central: Select a date/time below to attend a free training session covering all features of the free system February 8, 2012 March 14, 2012 March 28, 2012 UPExchange Sales Webinars; 3pm central: Select a date/time below to attend a sales presentation covering all paid feature options available in UPExchange. February 8, 2012 February 14, 2012 March 13, 2012 April 10, 2012 May 8, 2012 June 12, 2012

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