Tracker® PRO

Unclaimed Property Reporting and Compliance Software

Tracker® PRO is a turn-key unclaimed property solution for managing the complexities of unclaimed property compliance, data security, and reporting.

  • Cloud and on-premise deployment options
  • Web browser access with an intuitive user interface
  • Ability to attach documents to an owner record
  • Single Sign-On (SSO) capability

Data Security

  • Data encrypted at rest and in transit
  • Role-based security
  • Audit logging and reporting

Streamlined Data Import Process

  • Flexible data import routines to get you up and running quickly
  • Increased validations and data consistency checks
  • Bad data is held in staging tables allowing users to efficiently correct data issues

Owner Notification Capabilities

  • Customizable due diligence letter templates
  • Use seeded templates as provided or create your own custom templates
  • Automate USPS delivery and tracking of due diligence letters
  • Generate letters across holders and jurisdictions simultaneously

Easy Reporting

  • Escheat reports generation for 54 jurisdictions in the approved NAUPA layout
  • Notification of which state reports are due and exact properties for escheatment
  • State reporting portal to facilitate direct report submission to jurisdictions
  • Ability to report multiple holders in a single state report
  • Flexible reporting with the ability to export to Excel
  • Automated exemption and deduction analysis to minimize reporting burden and avoid over remitting

Unclaimed Property Expertise

  • Team of experts who work directly with the states to ensure comprehensive coverage
  • Designed by practitioners for practitioners

Contact Us for a Demo

Integrated End-to-End Tax Services

Ryan is focused on your overall tax performance, providing innovative solutions to the underlying causes of the errors we identify and creating greater opportunities to measure and improve your efficiency, develop a more strategic approach to tax, and deliver outstanding value to your shareholders.