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

$495/year
  • Semi-annual searches
  • Email support
  • 5 business day response
  • Professional reports
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Most Popular

Professional

51-200 clients

$1,295/year
  • Quarterly searches
  • Email + phone support
  • 3 business day response
  • Professional reports
  • Priority service
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Enterprise

201-500 clients

$1,795/year
  • Monthly searches
  • Email + phone support
  • Next business day response
  • Professional reports
  • Reporting dashboard
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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.