KeaneUP

What KeaneUP does

Sovos Compliance, LLC d/b/a KeaneUP is a specialized U.S. unclaimed property compliance software and services provider operating as part of the broader Sovos Compliance Cloud. The company delivers a three-tier portfolio: UPStandard (ReportMyUP), a self-service SaaS product for small businesses managing up to 5 company FEINs and 50,000 records; UPEnterprise, a full-featured subscription for complex multi-entity organizations with unlimited entities, custom configurations, two-factor authentication, and a full audit trail; and a fully outsourced Managed Services tier in which Sovos acts as primary claim contact and handles due diligence mailing and response handling. An optional Consulting services add-on covers audit assistance, Voluntary Disclosure Agreements, and compliance assessments. The underlying platform is cloud-based, with integrated dormancy calculation at data import, NAUPA-compliant report generation, one-click electronic reporting to 30–34+ states, QR-code enabled due diligence response handling, and an AI-powered Compliance Hub agent.

Commercially, KeaneUP runs an enterprise-led sales motion with mid-funnel product pages and bottom-of-funnel demo and consultation bookings, paired with post-sale AI agent, help center, and email support. Pricing is custom and based on tier, with annual billing for subscriptions and pay-as-you-go for consulting. The company targets the North American market exclusively and was founded in 1949, with 51–100 employees headquartered in New York. Past strategic actions include a $17 million financing from Prospect Capital Corporation in 2014 and the acquisition of UPRR later that same year.

Name

KeaneUP

Legal name

Sovos Compliance, LLC

Website

https://keaneunclaimedproperty.com

Company type

Private

Founded year

1949

Operating status

Operating

Headcount range

51–100 employees

Short description

KeaneUP, a Sovos Compliance brand, provides cloud-based unclaimed property reporting software and managed services for U.S. businesses across SMB, enterprise, and fully outsourced tiers, covering due diligence, escheatment, and NAUPA-compliant filing in 30+ states.

Ownership category

akta.pro rank

Product category

Tax Compliance Software

NAICS

Software Publishers (513210), Software Publishers (51321)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)

akta.pro secondary industry

Responsible AI, AI Governance & Compliance Services (BPAEAHAJ)

Keywords

• Unclaimed property compliance
• Escheatment software
• Holder reporting services
• Due diligence automation
• Regulatory reporting software

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscription - UPStandard: Self-service SaaS subscription for small businesses managing up to 5 company FEINs with limited records. Includes standard features for record management, due diligence tracking, and basic state reporting coverage.
2. Enterprise Software Subscription - UPEnterprise: Full-featured enterprise subscription with unlimited entities, users, enhanced security, custom configurations, and premium support including phone support and guided implementation.
3. Managed Services - Fully Outsourced Reporting: Completely outsourced unclaimed property annual reporting management including due diligence mailing, response handling, and Sovos as primary claim contact. Additional add-on services available.
4. Consulting Services: Advisory services including audit assistance, Voluntary Disclosure Agreements (VDAs), compliance assessment, policy development, and on-demand consulting subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core offering

KeaneUP sells cloud-based unclaimed property compliance software that automates escheatment reporting, due diligence outreach, and state filing for U.S. holders. Offerings range from a self-service SaaS product (UPStandard / ReportMyUP) for smaller holders to a full enterprise platform, fully managed compliance services, and expert consulting for complex multi-state programs.

Product overview

Sovos offers a three-tier product portfolio for unclaimed property reporting: (1) UPStandard (ReportMyUP) — an entry-level, self-service do-it-yourself software for small businesses (up to 5 FEINs, 50,000 records); (2) Unclaimed Property Enterprise — a mid-to-enterprise tier with unlimited entities, enhanced security, custom configurations, and full audit trail capabilities; and (3) Unclaimed Property Managed Services — a fully outsourced option where Sovos manages the entire reporting, escheatment, and due diligence process. An optional Unclaimed Property Consulting add-on provides audit assistance, VDAs, and compliance assessments. All tiers automate reporting to 30+ states, support NAUPA-compliant formats, and include AI-powered help desk support.

Differentiator

Problem solved

Functional benefit

Brands

• Sovos Compliance Cloud: Cloud platform for tax compliance solutions
• ReportMyUP
• UPStandard
• UPEnterprise

Products and services

• UPStandard (ReportMyUP) Self-service, per-state cloud-based unclaimed property reporting software that helps smaller holders complete escheatment filings in a single U.S. state, including due diligence, dormancy tracking, and report generation.
• Unclaimed Property Enterprise Full enterprise unclaimed property compliance platform for multi-state holders, providing NAUPA-compliant reporting, due diligence, remittance, and ERP/AP integrations across all 50 states, augmented by an AI-powered Compliance Hub agent.
• Unclaimed Property Managed Services Fully outsourced unclaimed property compliance service where KeaneUP runs the customer's program, including holder identification, due diligence, filing, and remittance across multiple states.
• Unclaimed Property Consulting Expert consulting engagements covering unclaimed property exposure assessments, audit defense, voluntary disclosure, and remediation for organizations with complex or historical compliance issues.

Quantifiable outcome

• Reduce risk of audits, fines, and reputational damage through automated compliance workflows
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Avalara: Avalara offers a broad tax compliance SaaS platform, primarily in sales/use tax but extending into related compliance categories. A similar cloud-delivered, subscription-tax-compliance incumbent that competes for cross-sell wallet share with KeaneUP.
• Sovos (broader product suite): Sovos Compliance, LLC is the legal entity behind KeaneUP and also publishes other tax compliance suites (indirect tax, information reporting). Comparable as the broader Sovos suite against which KeaneUP competes for internal Sovos customers and external unclaimed property buyers.
• ADP (Tax & Compliance): ADP's Tax, Finance, and Compliance services offer payroll-tax and related compliance solutions, providing overlap with KeaneUP's compliance-oriented buyer base and broader employer-of-record distribution scale.
• Vertex (Vertex Tax Compliance): Vertex provides indirect tax compliance and broader tax technology for enterprises, including modules relevant to property tax and compliance workflows. Compares as a large, established tax-compliance SaaS incumbent that competes for the same enterprise compliance buyer.
• Deloitte (Tax Operate / Managed Services): Deloitte's Tax Operate and managed compliance services include unclaimed property reporting, VDA negotiation, and audit defense for large multinationals. Comparable as a Big-4 managed-services competitor often paired with or replacing KeaneUP-style tooling.
• Wolters Kluwer (CCH / ONESOURCE): Wolters Kluwer's tax compliance suite (CCH, ONESOURCE) includes unclaimed property / escheatment modules alongside broader sales/use, income, and property tax compliance. Directly comparable in regulatory SaaS distribution and similar enterprise-targeted delivery model.

Direct peers

• Ryan, LLC (Ryan Tax): Ryan is a major tax services and software firm with dedicated unclaimed property consulting, audit defense, and VDA practices. Comparable as a hybrid professional services + technology player targeting the same unclaimed property compliance buyer.
• Corporation Service Company (CSC): CSC provides corporate compliance services including escheatment/unclaimed property reporting, due diligence, and VDA support for U.S. businesses. Directly competes in the same unclaimed property compliance service niche with similar multi-state coverage.
• TMF Group: TMF Group offers global corporate secretarial and compliance services, including escheatment and unclaimed property reporting support across multiple jurisdictions. Comparable as a multi-jurisdiction compliance services peer, with broader geographic reach than KeaneUP.

Emerging players

• Escheatment Solutions (and similar escheatment software specialists): Smaller specialist software vendors offering unclaimed property / escheatment compliance tools, often targeting state-specific or mid-market buyers. Comparable as a direct niche competitor with focused product depth and overlapping customer profiles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/KeaneUP
• LinkedInlinkedin.com/company/keane-1

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KeaneUP