Automate your unclaimed property management workflow with an award-winning unclaimed property software solution. Abandoned & Unclaimed Property Total Compliance (AUPTC) addresses the management of unclaimed property and ensures compliance with unclaimed property regulations in the United States and Canada.

1. UNCLAIMED PROPERTY
SOFTWARE SOLUTION
DEMO

2. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM
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The Scorecard Dashboard provides a list of user tasks

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Select which import mapping to use,
Choose a file from your computer,
then click “Import Properties”
Navigate to the Import tab to
begin importing properties

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Click on the property ID to
see the property details
In the “All Properties” tab, use
“Search” to do an open search on
All Properties and advanced
search to drill down your results

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Notice the navigation changes to show
all the property details (e.g. supporting
documentation, change history, etc.)

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Properties can move through
workflow automatically by
compliance dates or manually
by clicking “Workflow”

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Manually update workflow by
choosing a Phase and Property
Status from the dropdowns, then
click “Update”

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Properties in Informal
(e.g. owner email) or Formal Due
Diligence (e.g. owner letters)
phases can be found under the
Due Diligence tab
Letters can be generated
from an uploaded template
by clicking
“Generate Letters”

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Select the date by which the letter will
be sent, select a pre-loaded template
from the dropdown and click
“Generate Letter(s)”

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DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED.
Once the letter has been sent,
manually change the property
status to “Formal Letter Sent
(Mail)” and click “Update”

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Under the State Reporting
tab, use the filters to drill
down and find the right state
and holder
Reviewer then goes to
the report batch and
clicks “Download
Report(s)
Reviewer selects the report
batch they need to review, and
clicks “Generate Reports”

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“Download Report(s)” will download
a zip file to your computer
The downloaded .zip file will contain
a Cover Sheet, Detail Report, NAUPA
Report, and Summary Report

13. Property
Tax Services
Commodity
Tax Services
State
Income Tax
Services
Franchise
Tax Services
Crown
Royalties
Services
Tax
Technology
Services
Unclaimed
Property
Services
Sales/Use
Tax Services

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CONTACT DMA TO LEARN MORE
14
Bud Daleiden
DIRECTOR
bdaleiden@dmainc.com
(800)309-2110 ext. 1819
REQUEST A DEMO
https://dmainc.com/AUPTC