Datasnipper

Use UpLink's PBC portal to easily create a document request list and pre-define AI queries for the uploaded documents. Efficiently review, summarize, and approve documents in a secure, centralized environment.

UpLink is an AI-powered prepared-by-client (PBC) portal designed to support auditors by transforming client document requests into real-time insights. Using the secure portal, auditors can easily create, track, and manage PBC requests in a centralized workspace, and reduce communication loops in audit engagements. Clients can upload documents via a secure link, with no login required.

An overview of UpLink, the AI-powered PBC portal that lets auditors create, track, and manage client document requests in one secure, centralized workspace.

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Introducing the refreshed UpLink interface

What is UpLink?