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Introducing the refreshed UpLink interface

Learn how to 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.

What is UpLink?

UpLink is an AI-powered ‘Prepared by client’ (PBC) portal designed to empower auditors by transforming client document requests into real-time insights. Leveraging the secure portal, auditors can easily create, track, and manage PBC requests in a centralized workspace, and eliminate communication loops in audit engagements. Clients can upload documents via a secure link - no login required for your clients

A walkthrough of UpLink's features and capabilities: