UpLink
AI-powered PBC portal for transforming client document requests into real-time insights.
UpLink is a document collection and pre-validation workspace from DataSnipper for accountants, auditors and lawyers. It addresses the process of gathering client documents for audit, assurance and legal work: request lists are sent through secure links, clients upload files without logging in, and the platform organises the collection around each request. Approved documents can then be exported for testing or synced into the DataSnipper Platform.
Core capabilities include AI-powered document analysis, where users ask questions about lengthy documents and receive answers with source references, plus review and approval of AI-generated answers and summaries. Smart Split automatically separates combined PDFs such as invoices, confirmations and bank statements into individual files, renaming them with key details. Security features include SOC 2 certification, encryption in transit and at rest, zero data retention, two-factor authentication, a zero-trust architecture, least-privilege access, automated security checks and continuous monitoring. Client access uses secure links rather than passwords. The pages do not state pricing, plan tiers or trial terms.
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