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Stop Chasing PBCs

UpLink automates client document requests so you can get the job done faster, without all the headaches.

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Workflow

Manage the back-and-forth
with ease

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Request

Easily create a 'Provided by Client' (PBC) list for each client. 

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Upload

Your client sees an easy to use, secure portal, to drag and drop files to fulfill each request.

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Review

Download or view documents uploaded by your client.

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Approve

Approve or reject and leave comments to clarify what's wrong.

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Integrations

Create and Update
via Excel

UpLink allows you to export the PBC to Excel where you can make bulk updates, add custom columns, and even use formulas.  You can then upload the data back into UpLink. 

Tracking & Management

Stay ahead of the curve

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Dashboards
Convenient dashboards display the status of all your requests at a glance.  See overdue items, or those ready for your review.
Notifications
E-mail alerts notify you when your client uploads files, and e-mails are automatically sent to your client when you request or return items.
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Reminders
Set automatic reminders for your client to upload remaining documents, or send a reminder directly from Uplink. 

Security

 Industry leading security

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Always Encrypted

All data is encrypted during transmission to UpLink and when stored on our platform.

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SOC 2 Certified

UpLink security practices and controls have been independently audited by experts.

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Multi-layered access model
 
We apply a multi-layered security and access model to prevent unauthorized access to files and data.

For Developers

Integrate using our API and webhooks

UpLink was built with a developer friendly REST API from the very beginning. Interact with UpLink programmatically to automate common workflows and integrate our platform to your applications.

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Support

We've got your back

UpLink is extremely easy to use, but if you need support, we're here.  All customers have access to email support. Enterprise customers have email & phone support  with a 4 hour guaranteed response time.

Pricing

Simple pricing

Per firm user or usage-based plans to fit your company, all with unlimited client users.

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