ETM Exceeds 32,000 UPExchange Users

Unclaimed Property Reporting’s Better Mouse Trap for Holders and for States

CEDAR RAPIDS, IA — Nov 6, 2014 — Less than five years after its introduction, UPExchange — ETM’s acclaimed system for unclaimed property reporting and the only offering of its kind on the market available from the cloud — now has more than 33,235 registered users (including 6,000 new holders in October alone) and more than 539 new company registrations. In addition, ETM now has 35 states accepting online, electronic reports and/or payments, with more states in discussion.

“As with everything, time is the factor that separates successful undertakings from not-so-successful,” said Layton Olson, CEO at ETM. “Given the steady growth in our user base, time seems to have proven UPExchange is a success, having fulfilled the needs for speed, efficiency, accuracy, cost-effectiveness, convenience, compliance, and comprehensiveness. It’s gratifying to know we’ve influenced an entire industry positively.”

UPExchange automates management and reporting of unclaimed property in accordance with state-sponsored regulatory requirements. It also enables holders to remit payments online to those states that accept them. It’s accessible from anywhere with a browser and can be configured to calculate dormancy requirements by state by property type, produce and document due diligence activities, create reports to each state’s specifications, and more. With cloud delivery and intuitive usability, many holders are up and running on UPExchange in as little as 60 seconds. And UPExchange is endorsed exclusively by NAUPA (the National Association of Unclaimed Property Administrators).*

About ETM

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. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

* NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM.

ETM Is Now HIPAA Compliant

CEDAR RAPIDS, IA — Jul 1, 2014 — ETM, developer of UPExchange for unclaimed property reporting — and WingsPlus for statutory financial reporting and tax compliance — is now compliant with the mandates of the federal HIPAA privacy and security rules. HIPAA-covered entities can now contract with ETM, knowing its disclosure, handling, and use of EPHI (electronic protected health information) complies with the HIPAA Security Rule and HIPAA Privacy Rule.

“Information related to unclaimed property may be enough to constitute EPHI,” said Layton Olson, ETM’s CEO. “Our compliance with HIPAA makes it easier for companies in the healthcare industry to realize the benefits of UPExchange and take advantage of the cost-savings and convenience of software as a service. This is a major development in unclaimed property compliance.”

About ETM

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. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

ETM Hires Unclaimed Property Specialist Kathleen Shemwell

Shemwell Will Administer Rapidly Growing Compliance Services Business

CEDAR RAPIDS, IA — Jun 24, 2014 — ETM, developer of UPExchange for unclaimed property reporting, which is officially endorsed by the National Association of Unclaimed Property Administrators (NAUPA)* — and WingsPlus for statutory financial reporting and tax compliance — has hired Kathleen Shemwell to administer the company’s rapidly growing unclaimed property reporting and escheat services business. Shemwell joins ETM from Transamerica Life, where she spent more than ten years working in unclaimed property administration.

“We seem to be fortunate enough to find the right people at the right time,” said Layton Olson, ETM’s CEO. “We found Kathleen at the point at which our reporting software — UPExchange — was creating increasing demand from our growing number of customers for related services. Kathleen’s experience and expertise is perfect to help fulfill that demand.”

At Transamerica, Shemwell was responsible for keeping the company in compliance with unclaimed property laws, due diligence requirements, and reporting to the required states. Before starting at Transamerica in 2005, Shemwell worked at Aegon — which provides insurance, pensions, and asset management to clients in more than 25 countries — for six years. She held a number of positions, including FMG Disbursements Representative, Complex Function Specialist, and, finally, Senior Accounting Associate.

About ETM

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. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

*NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM

Consulting Group for Statutory Accounting Reporting

New Group Will Provide Outsourcing and Other Services

CEDAR RAPIDS, IA — Jun 10, 2014 — ETM, developer of WingsPlus for statutory financial reporting and tax compliance — and UPExchange for unclaimed property reporting — has formed a consulting group to provide outsourcing and other services that enhance or supplement internal financial and reporting departments, including financial reporting, investment management, insurance regulations, and statutory accounting principles.

“As with so many of our initiatives, this one is driven by customer feedback and market demand,” said Layton Olson, ETM’s CEO. “More and more, insurers want to concentrate on their core competencies. They want to be confident their ancillary responsibilities — and statutory financial reporting is ancillary to their real businesses — are being managed reliably and accountably. And they want to take advantage of the same expertise we used to develop WingsPlus, our suite of statutory financial reporting and tax-compliance software. Meeting their needs aligns perfectly with our culture of customer service and responsiveness.”

The group comprises former CFOs, investment managers, accounting managers, and auditors. Its services include:

• Investment reporting
• Statutory Accounting Principles (SAP)
• NAIC annual and quarterly financial statements
• RBC reporting and modeling
• Premium and municipal tax returns
• State specific forms
• Internal control assessments
• Quality assurance reviews.

About ETM

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. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

ETM Releases UPExchange Version 3

Refined User Experience, More Efficient Functionality

CEDAR RAPIDS, IA — April 22, 2014 — ETM, developer of UPExchange for unclaimed property reporting — and WingsPlus for statutory financial reporting and tax compliance — has released a completely revamped user interface for UPExchange, its industry-leading holder reporting software, exclusively endorsed by the National Association of Unclaimed Property Administrators (NAUPA)*. Modeled after the Microsoft’s Windows 8 Tiles design — and employing a step-by-step wizard methodology — UPExchange now features the same attributes found in current mobile, laptop, and desktop computing applications.

“We are recognized for providing exemplary customer service, but with literally thousands of new holders coming onboard each reporting period, we recognized that the best customer support we can provide is a user experience so streamlined, so intuitive, that support almost isn’t necessary,” said Layton Olson, ETM’s CEO. “Our goal was to make the ease-of-use and robust features found on your smartphone or your tablet available in your unclaimed property reporting system. Based on the enthusiastic adoption of our users, it looks like we accomplished our mission.”

About ETM

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. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

* NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM.