top of page

Your AI-Powered Request List

Query the documents uploaded by your clients to dramatically speed up testing and review.

Query all your documents at once

Speed up sample testing

Ask multiple questions about each sample the client provides. Our parallelized query engine returns results for each document within seconds, saving hours or days.

Workflow

Manage the back-and-forth with ease

Request

Easily create a 'Provided by Client' (PBC) list and pre-define AI queries for the uploaded documents. 

Upload

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

Review

Review the documents uploaded by your client, along with results of the queries from the AI.

Approve

Once you're ready, approve and download the files and AI query results.

Tracking & Management

Stay ahead of the curve

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.

Reminders

Set automatic reminders for your client to upload remaining documents, or send a reminder directly from Uplink.

Dashboards

Convenient dashboards display the status of all your requests at a glance.  See overdue items, or those ready for your review.

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. 

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.

Security

Industry leading security

Always Encrypted

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

Multi-layered access model

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

21972-312_SOC_NonCPA.png
SOC 2 Certified

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

bottom of page