Many companies like to report unclaimed property as soon as it shows up as abandoned on their books. I understand the desire to get the records reported to the state and out of your hair, but you may wish to slow down and let those records age. Why is this important? One reason is that […]
Sharing of best practices as it relates to unclaimed property
In these modern times, security of sensitive data is at the forefront of everyone's minds. Clients, vendors, and employees should be able to trust that their sensitive data such as social security numbers and account numbers are safe in your hands. You most likely have protocols in place within your company to maintain data security. […]
States continue to move away from paper reporting in favor of electronic reporting. First, let me describe the true difference between the two types of filings as I know many holders are confused. Paper reporting means you enter all of your owner detail into forms approved by the state. Electronic reporting means you enter your […]
Article written By Bill Dadmun, Records and Receipts Manager; State of Virginia How many of you use the aggregate function when reporting? Does it make your life easier? Listen to this scenario and tell me if it sounds familiar. You get a call from someone that is due $49.95 from a credit balance. You know based […]
Due Diligence is the act of sending out letters to your lost owners or publishing their names in newspapers. Almost every jurisdiction has laws that require companies to perform due diligence. The most common requirement is to send letters 120 days to 60 days before your filing is due. You'll definitely want to meet each […]
Eagle Technology Management
ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
- ETM Wings, UPEnterprise, and UPExchange Products Now SOC 2 Certified Through the American Institute of Certified Public AccountantsFebruary 22, 2017 - 8:58 am
- ETM delivers technology to address aspects of compliance required by many holders, yet not currently addressed by older technologies.January 12, 2016 - 5:00 am
- ETM Announces Matt Santill as Chief Information Security OfficerNovember 17, 2015 - 2:56 pm
- ETM Now Exceeds 40,000 UPExchange UsersOctober 14, 2015 - 11:49 am
Eagle Technology Management, Inc.
5825 Council Street NE
PO Box 11100
Cedar Rapids, IA 52410-1100