G2

Verified User in Banking

Mid-Market (51-1000 emp.)

11/4/2026

"Easy Unclaimed Property Filing Across States with ReportMyUP"

4.5/5

What do you like best about ReportMyUP by Sovos?

The site is a relatively easy one to use. We don't use the site to generate the due diligence letters, and just use it to submit the final report to the states. I like that one Unclaimed Property CSV template can be uploaded and from that can be generated and/or submitted to all the various states. I've actually recommended ReportMyUP to other financial institutions looking for a solution for their unclaimed property filing. Review collected by and hosted on G2.com.

What do you dislike about ReportMyUP by Sovos?

Honestly, there's really not much I dislike about ReportMyUP by Sovos. This was the first year after Sovos switched from using UPexchange to ReportMyUP and I found the new site to be intuitive and easy to use. During the import I got a couple of exceptions but they were easy to identify and correct. Like I mentioned, I really can't find much I dislike. Review collected by and hosted on G2.com.

What problems is ReportMyUP by Sovos solving and how is that benefiting you?

By regulation our financial institution has to submit unclaimed property to the states. Since the state the property gets submitted to is based on the customer's last known address, it could be up to 50 different ones. ReportMyUP by Sovos allows us to upload one file and then we can easily submit to the states. Review collected by and hosted on G2.com.