Centralize document requests to reduce client chasing. Securely request documents and pre-validate them at scale with AI, improving sample quality and streamlining audit processes.
Trusted by top 100 accounting firms and the Fortune 500 companies they serve
Requests sit in inboxes, statuses are tracked in spreadsheets, and files are scattered everywhere. Here's what collecting documents looks like before and after UpLink.
Evidence is scattered across inboxes, drives, and laptops, you chase it and never quite know what's outstanding.
Files arrive in different formats and locations, so getting them ready to work with takes manual effort.
Client data sits in personal inboxes and local drives, outside the firm's control.
Everything lands in one secure place, so you always know what's in and what's still missing.
Agents organize thousands of files at once, giving you a traceable starting point.
Every piece of evidence lives in one central location your firm owns and controls.
Clients click the link and upload documents straight from their browser. No account, no password, nothing to install.
See what’s been submitted, what’s still outstanding, and what needs to be resubmitted in one live view. Follow-ups are based on a clear list, not memory.
Once validated, documents flow directly into DataSnipper, ready for substantive testing. No re-uploading, no re-checking, no gap between "the client sent it" and "you can test it."
Set the queries for each request, and UpLink runs them automatically as soon as a client uploads a document. It can confirm whether the right document was submitted, flag missing information, and surface the answers you need before the file enters the audit workflow.
DataSnipper 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."
Dylan Chaikin
Manager, Financial Reporting
Pull evidence from the systems your team already uses, directly into Excel.
No manual downloads, no switching tools, no waiting.
