Secure client document requests

UpLink™ is purpose built for professional services firms to securely request, track, and review documents from their clients.
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Workflow

Easily manage the back-and-forth 

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Request
Easily create a list of requests 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.

Tracking & Management

Powerful tools to 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
Set up text & email alerts to be notified when your client uploads files for your review. E-mails are automatically sent to your client when you request, approve or reject documents.
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Reminders
Set automatic reminders for your client to upload remaining documents, or send a reminder directly from Uplink. 
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Security

Everything encrypted,
always.

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

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

Testimonials

Customers love UpLink

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- Robert Miller, Company Name
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- Robert Miller, Company Name
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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, with a 24 hour guaranteed response time. 

Pricing

Simple pricing

No subscriptions, no data charges.

You pay a flat fee of $10 per project, only when the first document is uploaded by your client.