UpLink
UpLink automates client document requests with secure uploads, AI validation, and centralized review for audit and finance teams.
What is UpLink?
UpLink is an AI powered document request solution built for audit and finance teams to streamline and centralize client collaboration. As an add on to the DataSnipper platform, it supports the Prepared By Client (PBC) process by automating document collection, validation, and review. Users can securely request and receive documents via no login links, track submissions in one place, and rely on AI to prevalidate content, saving time and improving sample quality. UpLink is ideal for auditors, finance professionals, and client facing teams handling large volumes of documentation, including audit evidence, regulatory requests, and financial reporting. Key features include secure uploads, centralized tracking, AI powered validation, in platform previews, and a smooth approval and download workflow. UpLink reduces back and forth communication, boosts traceability, and enhances control, helping teams maintain high quality audit files with greater speed and efficiency.
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