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Holder Reporting System

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HRS Pro Web Info



HRS Pro Web is our newest application and is now available here allowing you to report your unclaimed property to the state using a web browser. Below you will find FAQs relating to the Web Application.


What is HRS Pro Web?

HRS Pro Web is a web-based holder reporting site that is accessible through your web browser. Two versions of HRS Pro Web are offered: Standard and Enterprise. The Standard edition provides all of the functionality for a holder to submit their unclaimed property to all States and Provinces. The Enterprise edition provides additional capabilities. See Edition Comparison here.

Are there new features in web that are not in the desktop edition?

Both HRS Pro Desktop and HRS Pro Web provide all of the capabilities you need to create and submit your unclaimed property reports. HRS Pro Web has all of the functionality offered in HRS Pro Desktop. In addition, HRS Pro Web now allows you to add a description to your reports and easily find reports with the use of filters.

HRS Pro also includes enhanced state specific forms, notification when your reports are approaching State deadlines, and provides the option to renew & purchase online. Whereas, HRS Pro Desktop requires software installation, HRS Pro Web is accessible in your web browser. For this reason, updates to State reporting rules can be rolled out seamlessly.

Is the Web application free?

The HRS Pro Web application is free for the Standard edition. See the Edition Comparison here.

What if I want to continue using the Desktop version?

No problem. HRS Pro Desktop will continue to be offered and maintained as it always has. Starting on 6/15/2017 the Desktop Standard edition will be discontinued. Users will be required to purchase HRS Pro Enterprise Desktop in order to continue using the local installation version. See the information on the Enterprise Edition here.

I am currently an Enterprise customer what happens now?

There are a few options for customers where your registration code expires June 2017:

    1. You can continue using the Enterprise Desktop edition until your expiration date.

    OR

    2. You can still use the Enterprise Desktop edition and/or also request to use the Web Enterprise edition until your expiration date. Upon your expiration date, you will need to decide which edition you will continue using and then the other will be obsolete.

For Dec 2016 expiration you will need to decide if you want to renew the Desktop application or start using the Enterprise Web application.

Will my data transfer over to the Web application?

The data will not be transferred to the web application at this time. We are considering introducing a feature that would allow a current Desktop user to import their legacy data into the Web version.

For those using the Enterprise edition, you can export a report as CSV or Excel and then transfer the data to the new Web Spreadsheet Template then import it into the Web edition.

Is there a manual on how to use the Web application?

No. There are FAQs and a few short ‘How To’ videos posted in the HRS Pro Web application.

How can I get a copy of my data when using the Web application?

Enterprise edition users will be able to export Unclaimed Property Reports either as a CSV or Excel format.

What happens to the NAUPA file after creation?

When you select to download the NAUPA file, depending on what web browser you are using the downloaded file will be saved to your local hard drive where you will then be able to manually send to the state.

Can more than one user access the same data in the HRS Pro Web Standard edition?

No. The Web Standard edition will only be available to one registered email address. The Web Enterprise edition can be purchased to include multiple user capabilities.

Is the license structure the same for Enterprise Web as it is for the Desktop application?

The Enterprise Web edition is a 3 named user license vs the Desktop which is a 3 concurrent user license. Further meaning; the web version has to be specific to the logged in users name (email address) and the desktop application is only 3 concurrent users (doesn't matter who it is) can log in at one given time.

What Web Browsers are supported to use HRS Pro?

Any Web Browser can be used.

Is there an expiration date for the web application?

There is no expiration date when using the Standard edition. By purchasing the Enterprise edition the software will expire 1 year from the date of purchase.

Is HRS Pro Web available to use for commercialization use?

Our software license agreement states that HRS Pro is not to be used for commercialization use. If you are interested in using our product in this manner please contact us directly.

Does HRS Pro Web have resellers that I can contact to purchase the Enterprise version through?

We do not have resellers of HRS Pro. All companies using HRS Pro should purchase this product directly through us and not through a reseller.

Can I purchase the Web Enterprise application online?

Yes, you will be able to purchase HRS Pro Web with a credit card instantly. If wanting to pay by check you will also have the option to print an invoice directly online.

How do I install the web application?

There is no installation with the web application. The data is hosted on one of our secure servers. All you need is an internet connection and a web browser.

How do I copy data from a Desktop spreadsheet template to the Web application spreadsheet template?

If you used the Desktop spreadsheet template to import your data into HRS Pro Desktop, you can copy the data and transfer it to the Web application spreadsheet template and then import the data into the Web application.

  1. Using your existing Desktop spreadsheet template, copy all fields by highlighting the data, CTRL + C to copy.
  2. After registering for an account in HRS Pro Web, click on the Reports tab. Select ‘Import From File’ option, then select to Download spreadsheet template.
  3. While the data is still copied from the original spreadsheet, on the Web Template, right click with your mouse and select ‘Paste Values only’. This will ensure the formatting remains intact.

NOTE: Column C in the Web Template is different and requires a state abbreviation code if the template contains multiple states. Also in the Web template, you can now add one Safe Deposit Box item for the property.