What your service covers & how to make requests
How your Uplinq service scope works, the best way to send us requests, what to expect on turnaround, and who your contacts are.
What your service covers & how to make requests
Your exact inclusions depend on your plan and agreement — but the way you work with us is the same for everyone. Here's how scope works, the fastest way to send a request, what to expect on timing, and who to reach out to. Whenever you're unsure whether something's covered, the quickest answer is to ask your team directly.
Your specific inclusions depend on your plan and agreement. The best way to get requests handled quickly is to send them through your main Uplinq channel, bundle related items together, and ask your team directly whenever you're unsure whether something is in scope.
How your service scope works
Every Uplinq client has a defined scope — the set of work your plan covers — and it varies from one client to the next. Things like which entities are included, whether tax filing is part of your plan, how often you get reports, and what level of advisory support you have are all set by your agreement, not by a one-size-fits-all default.
Because of that, the most reliable way to know what's covered is to confirm directly with your team. If you're ever unsure whether something falls inside your plan, just ask — it's a normal question, and getting a clear answer early prevents surprises on both sides.
You won't annoy anyone by asking what's included. Clarifying scope early is one of the most useful things you can do — it sets accurate expectations and keeps your books and any add-on work moving without confusion.
The best way to send us a request
To make sure nothing slips through the cracks, send your requests through your main Uplinq channel rather than scattering them across different places. Keeping your requests in one consistent channel means they're tracked, they reach the right person, and nothing gets lost in a side conversation.
A few habits that make a real difference:
- Consolidate related requests. If you have several things to ask about, group them into one clear message rather than sending many one-line notes. It's faster for you and easier for us to action completely.
- Be specific about what you need and by when. A short note like "I need X for a loan application by the 30th" tells us exactly how to prioritize.
- Keep it in your primary channel so there's a single, trackable record of what you've asked for.
For anything about a specific transaction — what it was, how it should be categorized — leave a comment right on that transaction instead of sending it as a separate request. That keeps the context attached where your bookkeeper needs it. See Answering your transaction questions for how that works.
What to expect on turnaround
We aim to be responsive, and how quickly something comes back depends on what you're asking for. A quick question is usually a quick reply; something that requires research, a report, or coordination across the period naturally takes longer. The clearer and more consolidated your request, the faster we can turn it around completely rather than circling back for details.
If a request is time-sensitive — tied to a filing deadline, a lender, or another outside party — say so explicitly and include the date. That lets us prioritize it appropriately rather than treating it as routine.
Who your points of contact are
Who you work with depends on where you are in your journey:
- During onboarding, your onboarding specialist is your guide. They run your kickoff, help you connect accounts, and walk you through getting set up. This role is temporary.
- After onboarding, your dedicated bookkeeper takes over and maintains your books every month — they're your ongoing point of contact from then on.
You can find your specialist's contact details on your home dashboard. It may take a little while to appear after your account is first set up.
Asking about add-ons like tax, payroll, or advisory
Services like tax filing, payroll, sales tax, and advisory support may or may not be part of your current plan. If you'd like to add one — or you simply want to know whether it's already included — the best move is to ask your team directly through your main channel. Let them know what you're looking for and they'll confirm what's in scope and what it would take to add anything that isn't.
Don't assume an add-on is covered until your team confirms it. A quick check upfront avoids a missed deadline or a service gap — especially for anything tied to a tax or filing date.