Comparing DataSnipper and Suralink for Document Request Management
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If you’re comparing options (and looking for objective truth), here’s what you need to know.
Why traditional PBC workflows don’t cut it
PBC requests are supposed to make audits smoother. But for many teams, they’ve become another source of headache. Reviewers point to the same issues again and again.
Request lists feel rigid, making it hard to adapt when an engagement changes. The client portal experience, while familiar, often leads to confusion - some clients still default to email because logging in and uploading isn’t always straightforward.
And rolling forward requests from year to year is mostly manual, which creates errors and slows down kickoff.
The result is extra admin for the audit team and slower responses from clients - the exact opposite of what PBC software is meant to deliver.
Three benefits of using UpLink as PBC tool
Now that we’ve mentioned why traditional PBC workflows aren’t enough – let us break down why UpLink, DataSnipper’s PBC tool is chosen by auditors worldwide.
Workflow integration in Excel
With UpLink, request lists connect directly into Excel and the DataSnipper platform, so your team works in the tools they already use. That means no exporting, no juggling platforms, and no breaking your audit trail.
Smarter request management
Requests aren’t just lists - they’re dynamic. Once an engagement is uploaded, requests are automatically categorized and sorted through UpLink’s Excel template.
Effortless client collaboration
What you gain with UpLink and what you miss without it
User experience | Purpose-built for audit teams and clients, centralized workspace, and no login required. | Portal-based design creates client confusion, extra steps, and manual follow-ups. |
Workflow integration | Seamlessly connects with Excel and DataSnipper Platform, including cross-referenced AI queries and evidence and existing audit stack. | Siloed portal, weak Excel handoff, forces more tool-switching. |
Request management | UpLink re-validates documents with queries upon uploading; easy drag-and-drop updates. | Manual request creation; limited categorization and flexibility. |
Client collaboration | Clients use familiar tools (Teams, SharePoint, secure link) — no login required. | Clients often struggle with portal logins, notifications, and uploads. |
Audit efficiency | Connects PBC directly to testing in Excel, saving hours of rework and documentation. | Built mainly for document requests; requires exports and manual testing links. |
Scalability & support | Unlimited client users, no storage caps, no hidden costs. | Hidden costs, such as e-signatures, integrations, number of client users, storage limits. |
The smarter choice for PBC Requests
Suralink offers a familiar portal for organizing requests. UpLink builds and delivers on that idea with modern client experience in mind with no logins headaches. You get handy automatic reminders, and a centralized evidence workspace that’s made with true user experience in mind.
The client-facing dashboard helps both sides track progress, making communication smoother and collaboration smarter. Combined with Excel-native design and AI-powered request handling, audit workflows with less effort and more accuracy.
When deadlines are tight and client expectations are higher than ever, the difference isn’t small. It’s the difference between managing lists and managing your workflow with confidence.
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