Suralink vs Uplink: Comparison

UpLink: The Smartest Way to Manage Document Requests

Turn your document request process into a collaborative workflow. Compare Suralink vs UpLink from DataSnipper.

Tired of constantly chasing documents?

Managing, reviewing, and validating internal & client documents is a challenge as it is.

Clunky client portal experience that slows response times

Confusing logins and rigid portals frustrate clients, leading to delays, more follow-ups, and slower engagements.

Rigid request lists that don't adapt to the engagement

Static request trackers make it hard to pivot as needs change - forcing extra work, miscommunication, and re-work.

No built-in AI to speed document retrieval or analysis

Without automation, every document must be reviewed manually - wasting hours, increasing errors, and draining team capacity.

Not all document management tools are built the same.

Suralink

Suralink

Fixed request list layouts, hard to customize per client

Limited or disorganized UI for client view and access

Account-based access risks

Separate platforms for PBC and testing

Limited or no AI support

Extra cost for unlimited client users or larger file sizes

Fixed request list layouts, hard to customize per client

Limited or disorganized UI for client view and access

Account-based access risks

Separate platforms for PBC and testing

Limited or no AI support

Extra cost for unlimited client users or larger file sizes

Fixed request list layouts, hard to customize per client

Limited or disorganized UI for client view and access

Account-based access risks

Separate platforms for PBC and testing

Limited or no AI support

Extra cost for unlimited client users or larger file sizes

UpLink

UpLink

Dynamic Request List Management – customize per engagement with drag-and-drop ease

Modern Client Portal – intuitive views for both auditors and clients

Enterprise-Grade Access Control – delegate permissions and manage roles securely

Excel-Native Integration - import PBC documents directly into testing workbooks

AI-Powered Analysis - Magic Find, AI Summaries, and AI Query export to Excel

Unlimited Client Users & Storage – no caps on file types, sizes, or user counts

Dynamic Request List Management – customize per engagement with drag-and-drop ease

Modern Client Portal – intuitive views for both auditors and clients

Enterprise-Grade Access Control – delegate permissions and manage roles securely

Excel-Native Integration - import PBC documents directly into testing workbooks

AI-Powered Analysis - Magic Find, AI Summaries, and AI Query export to Excel

Unlimited Client Users & Storage – no caps on file types, sizes, or user counts

AI That Sends the Right Documents Faster

Check out uplink video

Trusted by Audit teams across the globe

“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”

– Greg Rotz, Risk and Regulatory Advisory Leader

You're one click away to AI-powered document requests.

Considering the best way to manage document requests and collection from clients? Learn how you can achieve greater efficiency and productivity.

Improve your audit quality and enable your auditors to focus on high-value activities:

Centralize document requests to manage multiple requests and evidence collection in one workspace.

Automate repetitive tasks like document matching, extraction

Securely request client documents without the need for clients to login.

Reduce human errors by streamlining data validation

Pre-validate at scale with AI, improving sample quality.

Handle large volumes of data, enable broader audit coverage & compliance

Get all your questions answered in a personalized demo.

Improve your audit quality and enable your auditors to focus on high-value activities:

Book a demo with a product expert