platoseed
Document Collection Software for Accountants, Auditors, and Lawyers
UpLink's founding team worked as auditors and software engineers at PwC where they saw firsthand how difficult it was to collect thousands of documents from clients. Alex Maher and Alex Grant met working on PwC’s big data analytics platform, scaling it from 0 to 20k users globally. Brady and Nick met while studying CS at a top 5 public university, but still insist they were self-taught. They were, by far, the top developers on Alex Maher’s team before starting UpLink. Together they ran Dycom's field systems segment, supporting 15k users.
UpLink is an AI-powered portal that transforms client document requests into real-time insights for professional services firms. It facilitates secure request workflows, AI-assisted document analysis, and integration with the DataSnipper platform to streamline SOX and audit-related processes.
Provide a secure request workflow where a document request list is shared via a link (no client login required). Clients upload requested documents, which are then AI-pre-validated and analyzed. The system supports automatic document splitting (Smart Split), renaming of documents with key details, and AI-generated answers with source references. Approved documents and AI queries can be downloaded or exported to be imported into the DataSnipper Platform, enabling end-to-end workflow enhancement and automated testing/evidence collection.
Who it’s for: Accounting firms, auditing teams, and legal professionals who manage client document requests and require AI-assisted analysis and integration with DataSnipper for SOX/compliance workflows.
mentions of platform security certifications (SOC 2) and integration with DataSnipper; emphasis on AI-powered workflow improvements and ROI calculator/book a demo
Alex started his career at a Big 4 Accounting firm as a CPA doing mostly IT audits. After teaching himself to code, he switched into an internal role at the firm managing software development teams. He left the accounting world in 2018 to become the Director of Software Development at a publicly traded telcom construction company. He worked there 4 years before leaving to start UpLink in May of 2022. Alex lives in Florida with his wife, Laura, and their two sons, Brooks (6) and Jack (2).
Alex is a strong technical leader with a passion for software development. He specializes in the end-to-end software delivery cycle, from writing scalable and understandable code to complete full-stack automated testing. Highlights of his career thus far include scaling a data acquisition platform from a dozen users in the US to 20k users globally over the course of 2 years.
Brady has always been obsessed with figuring out how things work, and his curiosity led him to computers. When he discovered the magic of making a machine do something with just words, he found a lifelong passion. That passion turned into disillusion when at a large company, but Brady realized software could be great with more emphasis on quality, the user, and thoughtful decision making. So, he left the corporate world to join people who share his love for building something truly great.
Ever since he can remember, Nick has been interested in technology. His idea of fun includes reading technical manuals for microcontrollers and reverse engineering the barcodes on Nespresso capsules. In college, he built the hardware and developed the software to retrofit his 2002 Lexus with a secure receiver that unlocked his car when he approached wearing his Apple Watch. You’re most likely to run into Nick in his blue Cayman on the trip between his house and Starbucks.
UpLink helps professionals manage large volumes of document requests
UpLink offers a SAAS workflow tool that tracks document requests at scale, targeting auditors, tax professionals, lenders/brokers, certification programs, and HR. It provides status tracking, automatic notifications, and reminders to manage requests across many projects.
From the original launch (Jun 2022) — may be outdated.

Travel Management Meets AI

Agentic AI OS for Financial Services and Insurance