For accounting firms
Help Your Clients Recover Unclaimed Money
Automated searches across your entire client base. Professional reports. Transparent annual pricing. Save 12+ hours annually and help clients recover $18K–$27K.
The problem
Manual Searches Are Costing You Time
Accounting firms either manually search for unclaimed money — time-consuming and error-prone — or skip it entirely, leaving clients unaware of money they could claim. Neither is good enough.
- Manual ASIC searches take 15–20 minutes per client
- Easy to miss funds across multiple registries
- No professional reporting to share with clients
- Missed opportunity to add real value and build loyalty
12+ hrs
saved annually per firm
$18K–$27K
in client recovery for mid-size firms
Our solution
Automated. Professional. Comprehensive.
Automated Searches
We search the ASIC database and all State registries for your entire client base — no manual work required.
Professional Reports
Receive polished Excel and PDF reports ready to share with clients.
Claim Assistance
We help your clients through the claim process, handling documentation and lodgement.
Save 12+ Hours Annually
Redirect your team's time to higher-value work.
$18K–$27K in Client Recovery
Typical mid-size firm facilitates significant client recoveries each year.
Build Client Loyalty
Clients remember who found them money. Strengthen relationships with a tangible result.
Annual pricing
Simple, Transparent Pricing
Choose the tier that matches your firm size. Search frequency increases with each tier.
Starter
1-50 clients
- Semi-annual searches
- Email support
- 5 business day response
- Professional reports
Professional
51-200 clients
- Quarterly searches
- Email + phone support
- 3 business day response
- Professional reports
- Priority service
Enterprise
201-500 clients
- Monthly searches
- Email + phone support
- Next business day response
- Professional reports
- Reporting dashboard
No setup fees. No hidden charges. Cancel anytime.
For Firms with 500+ Clients:
Pricing for the Premier tier will be negotiated separately based on your specific requirements and client volume. Contact us to discuss your needs.
Ready to Add Real Value for Your Clients?
Get in touch to discuss which plan suits your firm.