Bring scattered evidence into one secure location. DataSnipper pulls in thousands of files at once and turns them into a clear, traceable starting point.
Trusted by all top 100 accounting firms and the Fortune 500 companies they serve
Requests live in inboxes, statuses live in spreadsheets, and the files live everywhere. Here's what collecting documents looks like before and after DataSnipper.
You are constantly chasing evidence: Evidence is scattered across inboxes, drives, and laptops, you chase it and never quite know what's outstanding.
Time is lost on structuring documents: Files arrive in different formats and locations, so getting them ready to work with takes manual effort.
Evidence is scattered across several sources Client data sits in personal inboxes and local drives, outside the firm's control.
Centralized evidence: Everything lands in one secure place, so you always know what's in and what's still missing.
Structure that makes files easy to locate: Agents organize thousands of files at once, giving you a traceable starting point.
Easy collaboration across your firm: Every piece of evidence lives in one central location your firm owns and controls.
Request documents with recipients, checklists, and due dates built in. No manual chasing, scattered emails, or endless follow-ups.
Start each day with a prioritized list of the most important actions so you can focus on conversations that move the needle.
Learn moreDataSnipper meets the highest industry standards for security and compliance.
"UpLink helped us turn hours of manual compliance work into minutes. We no longer need to open every file or manually search for figures—everything is searched, snipped, and ready for review. It has significantly reduced both preparation and reviewer time."
Nicholas T. Robbins
Walker & Dunlop
