Getting Started

The four onboarding stages, who you'll work with, and how your books get to the finish line.

How your Uplinq service scope works, the best way to send us requests, what to expect on turnaround, and who your contacts are.

How to access your account at app.uplinq.com — and why it's different from our main website.

Simple checks for login, password reset, Google sign-in, expired links, and when to contact Uplinq.

Start on Home, check My Tasks, and open the area that matches what Uplinq needs from you.

A simple map of the main Uplinq app sections and when to use each one.

What Home, My Tasks, badges, and counts mean when Uplinq needs something from you.

How to read project status, progress, due dates, Current & Future, and Completed in Uplinq.

What File Requests, transaction questions, bank connections, credentials, and other Uplinq project tasks mean.

The statements, returns, and agreements we collect during onboarding — and what each one unblocks.

What 'catch-up' covers, fiscal vs. calendar year, how your starting balances are set, and a realistic timeline.