DataSnipper

To demonstrate our commitment to security, DataSnipper is SOC 2 Type II compliant, meaning our systems and processes meet the stringent security, availability, and confidentiality requirements outlined in the SOC 2 framework.Reviewed 2026-10-24View source

SOC 2 compliantReviewed 2026-10-24View source

SOC 2 compliantReviewed 2026-10-24View source

Before relying on it
Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.

Single Sign-On (SSO) lets users access multiple apps or websites using one set of login details.Reviewed 2026-10-24View source

UpLink also supports Single Sign-On (SSO).Reviewed 2026-10-24View source

Before relying on it
Test SSO enforcement, user removal and privileged-account recovery.

Before relying on it
Test least-privilege roles and cross-tenant access with separate test accounts.

Audit trail and securityReviewed 2026-10-24View source

Before relying on it
Verify administrative and data-access events, retention and export.

- UpLink is an AI-powered platform for efficiently and securely requesting client documentation (PBC) that automates document requests via engagement templates and routes queries to a secure external LLM provider with zero data retention.Reviewed 2026-10-24View source

All AI subprocessors are subject to our vendor risk management program, aligned with SOC 2 controls.Reviewed 2026-10-24View source

### How does data retention differ from the DataSnipper AI add-in?Reviewed 2026-10-24View source

Before relying on it
Review DPA, subprocessors, retention, deletion, residency and AI training use.

In the event of a security incident, our Incident Response Plan ensures a structured escalation process, allowing us to contain and resolve issues efficiently.Reviewed 2026-10-24View source

To guarantee business continuity, we adhere to SOC 2 control 32, which outlines our Business Continuity and Disaster Recovery framework.Reviewed 2026-10-24View source

Before relying on it
Request SLA, incident history, recovery targets and support escalation terms.

Before relying on it
Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.