Datasnipper

UpLink is an AI-powered 'Prepared by Client' (PBC) portal that lets auditors create, track, and manage document requests, pre-validate client responses with AI, and export ready-to-use workpapers directly into DataSnipper.

How to create a new engagement, manage client document requests, review AI-annotated query answers, approve or return submissions, and export an annotated workpaper for use in DataSnipper.

Click Add new Engagement to create the engagement. Fill in the required fields manually, or upload the pre-filled UpLink Excel template with engagements and requests.

Click Finalize Upload and select the engagement to view all requests.

Clients receive email notifications with secure links to upload documents via the portal.

Once clients upload documents, you receive a notification and can view the files in the Active Engagements section.

Click any request to open the document pane. Preview documents, then click Queries to review AI-generated answers with page number references.

Click Approve to continue with the audit, or Return to request corrections from the client.

Once pre-validation is complete, click the three-dots menu and choose Export requested files to download submitted documents, or Download the workpaper to export all AI annotations and query answers with source references to an Excel workbook.

Use the exported workbook in DataSnipper to continue the financial audit procedures.

1. Click Add new Engagement to create the engagement. Fill in the required fields manually, or upload the pre-filled UpLink Excel template with engagements and requests.
2. Click Finalize Upload and select the engagement to view all requests.
3. Clients receive email notifications with secure links to upload documents via the portal.
4. Once clients upload documents, you receive a notification and can view the files in the Active Engagements section.
5. Click any request to open the document pane. Preview documents, then click Queries to review AI-generated answers with page number references.
6. Click Approve to continue with the audit, or Return to request corrections from the client.
7. Once pre-validation is complete, click the three-dots menu and choose Export requested files to download submitted documents, or Download the workpaper to export all AI annotations and query answers with source references to an Excel workbook.
8. Use the exported workbook in DataSnipper to continue the financial audit procedures.

How to use UpLink to manage PBC document requests, review AI-annotated responses, and export pre-validated workpapers into DataSnipper for financial audit procedures.

How to leverage UpLink for Financial Audits

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How to leverage UpLink for Financial Audits

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