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.

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.