Simple Filings, Sophisticated Strategies

Simple Filings, Sophisticated Strategies

Unlock Maximum savings with Uplinq Tax. We not only ensure timely and accurate filings, but we also tailor tax strategies to put your hard-earned money back where it belongs—in your pocket

Filing-ready financials
Filing can be complex, so we provide a comprehensive financial package for every year of catch-up. It includes all the documents you require to organize and prep for filing.
Optimized tax strategy
We’ll review your business and unpack the specific aspects relevant to your business and personal tax returns, and design a tax-efficient strategy.
Total Peace of mind
Pulling together historical data is never easy, but our technology makes this easy. We’ll monitor your accounts for missing data and work with you to resolve any issues.

Tired of being behind on your books?
We heard you.

We're Catch Up Experts

With +1000 Tax Returns filed, we've optimized our team and solution to meet your needs.

Catching

3x faster
Catch Up than traditional accounting firms

Catch Up Pro

The Uplinq solution to one or more years of unfiled tax returns.

Schedule a Demo

Uplinq Tax

Uplinq's tax services are designed to demystify the complexities of tax compliance and strategic planning. Our team of tax experts ensures your adherence to the latest regulations while proactively seeking opportunities to enhance your financial strategy. We blend diligent compliance with innovative tax strategies, providing a comprehensive approach that protects and propels your business forward. Experience the confidence of expert tax management and strategic foresight with Uplinq.

Schedule a Demo

Consultation with Tax Experts

Gain a comprehensive understanding of your tax landscape with our expert consultation. We focus on both compliance and strategic planning, ensuring your tax needs are fully addressed.

Comprehensive Tax Compliance Support

Navigate the complexities of tax compliance with confidence. Our dedicated team provides thorough support, ensuring your filings are accurate, up-to-date, and fully compliant with the latest regulations.

Strategies that Improve Your Bottom Line

Enhance your financial performance with strategic tax planning. We deliver innovative solutions focused on minimizing liabilities and maximizing returns, directly contributing to you and your business's bottom line.

Consultation with Tax Experts

Gain a comprehensive understanding of your tax landscape with our expert consultation. We focus on both compliance and strategic planning, ensuring your tax needs are fully addressed.

Comprehensive Tax Compliance Support

Navigate the complexities of tax compliance with confidence. Our dedicated team provides thorough support, ensuring your filings are accurate, up-to-date, and fully compliant with the latest regulations.

Strategies that Improve Your Bottom Line

Enhance your financial performance with strategic tax planning. We deliver innovative solutions focused on minimizing liabilities and maximizing returns, directly contributing to you and your business's bottom line.

Need Bookkeeping help as well?

When you’re ready to take your tax needs to the next level, our all-in-one platform scales to fit your needs. You can ad tax filing, as well as more comprehensive tax solutions, to any bookkeeping plan. Want to start with Tax? Don’t worry, we support that too.


Take a look at Bookkeeping

Frequently Asked Questions

What are my tax options with Uplinq?
What makes Uplinq Tax special?
What are the difference in tax tiers?
I have more than one outstanding tax return I need to file. Can you help?
How does Uplinq handle billing for business tax subscriptions?
How does Uplinq handle billing for personal tax subscriptions?

Uplinq Tax, the solution that pays for itself.

Impressive savings
5x
Average tax savings generated for Uplinq Tax clients compared to previous returns
Clear return
+$16k
Average customer savings for Peace of Mind Tax customers.
Strategies for every situation
4
Average implemented strategies for Uplinq Tax customers.

Uplinq Tax, the solution that pays for itself.

Impressive Savings
5x
Average tax savings generated for Uplinq Tax clients compared to previous returns
Clear return
+$16k
Average customer savings for Peace of Mind Tax customers.
Strategies for every situation
4
Average implemented strategies for Uplinq Tax customers.

See what Uplinq can do for you.

Get a step ahead with automated bookkeeping and tax solutions redesigned for the modern business owner. Welcome to Accounting made for the 21st century.

Schedule a Demo
Introducing Uplinq

The financial platform of the future

HOW IT WORKS
We Setup your Business
Uplinq processes your bank statement and bank connection data in real-time, meaning data capture happens in minutes. Our AI means less time on the mundane, and more on what matters.
We Complete your Financials
Our expert team works with you to understand your business activity and update your accounts - providing you with reviewable financial statements seamlessly.
We Finalize your Return
Our team specializes in processing years of tax returns. We'll work with you to gather all the data you need to complete your returns.

Introducing Uplinq

The financial platform of the future

Tailored SOlutions For your unique business

Discover the
Future with our
Cutting-Edge Web Platform

Uplinq is the evolution in small business accounting solutions - pairing the latest technology with bookkeeping and tax experts.

Experience real-time bookkeeping and impactful tax savings with Uplinq.

Paid Annually
Paid Monthly
STARTER

$300

Per Month & Up

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Schedule a Demo
GROWTH

$450

Per Month & Up

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter Tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Schedule a Demo
SCALE
POPULAR

$700

Per Month & Up

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth Tier

Complex Accrual Support

Job Costing Support

AR/AP Support

Property Costing Support

Monthly Financial Close

Schedule a Demo
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale Tier

Custom Transaction Classification

Manual Data Entry

Multi-Location Support

Multi-Entity Support

Controller Services

Schedule a Demo
Paid Annually
Paid Monthly
STARTER

$300

Per Month

Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Schedule A Demo
GROWTH
POPULAR

$500

Per Month

For growing businesses with an increasing accounting complexity.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting Support

Free Tax Consultation

Quarterly Financial Review

Schedule A Demo
SCALE

$750

Per Month

For large businesses with significant transaction volume and extensive accounting needs.

Everything in the Growth tier

Complex Accrual support

Job Costing Support

AR/AP Support

Property Costing Support

Manual Data Entry

Schedule A Demo
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Enterprise tier

Multi-Entity Management

Customized Integrations

Bespoke Financial Reporting

CFO Services

Controller Services

Schedule A Demo
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH

$500

Per Month

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE
POPULAR

$800

Per Month

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Sign Up
Paid Annually
Paid Monthly
ESSENTIAL

$150

Per Month & Up

Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.

Federal & 1 State Filing

5 1099’s (priced @ $6 after)

Financial Diligence Review

COA Compliance Review

Year End Financial Package

Schedule a Demo
PEACE OF MIND

$250

Per Month & Up

For growing businesses interested in decreasing tax liability. This package is blends savings with cost and includes tax filing services.

Everything in Essential tier

Tax Planning

Fixed Asset Gain/Loss Support

Depreciation Support

Free Tax Consultation

Schedule a Demo
TAX STRATEGIST
POPULAR

$500

Per Month & Up

For businesses focused on tax optimization strategies; our comprehensive audit targets maximum tax reduction.

Everything in Peace of Mind tier

Annual Tax Strategy

Estimated Tax Vouchers

Reasonable Comp Report

IRS Notice Support*

Schedule a Demo
PERSONAL

CUSTOM

Per Month & Up

For individuals with one or multiple businesses, or who’d like the confidence of a professional managing their personal tax filing.

Everything in the Piece of Mind tier

Mulit-Entity support

Personal Federal Fiing

Personal State Filing

Personal Tax Planning

Schedule a Demo
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH
POPULAR

$500

Per Month

For growing businesses with an increasing accounting complexity.


Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting Support

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE

$800

Per Month

For large businesses with significant transaction volume and extensive accounting needs.

Everything in the Growth tier

Complex Accrual support

Job Costing Support

AR/AP Support

Property Costing Support

Manual Data Entry

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Enterprise tier

Multi-Entity Management

Customized Integrations

Bespoke Financial Reporting

CFO Services

Controller Services

Sign Up
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH

$500

Per Month

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE
POPULAR

$800

Per Month

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Sign Up
CATCH UP

CUSTOM

Per Month of Catch Up

Best for businesses that are behind on their filings and want clean books, but don’t need assistance with personal or business tax filings.

Income Statement

Balance Sheet

Trial Balance

Journal Entry Summary

General Ledger

Schedule a Demo
CATCH UP & FILE
POPULAR

+$1,200

Per Year of Filing

For business that need to catch up on their books, and would also like the convenience of their tax filing’s completed

Everything in the Catch Up tier

Federal & 1 State Filing

Financial Diligence Review

COA Compliance Review

Free Tax Strategy Consultation

Schedule A Demo
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH
POPULAR

$500

Per Month

For growing businesses with an increasing accounting complexity.


Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting Support

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE

$800

Per Month

For large businesses with significant transaction volume and extensive accounting needs.

Everything in the Growth tier

Complex Accrual support

Job Costing Support

AR/AP Support

Property Costing Support

Manual Data Entry

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Enterprise tier

Multi-Entity Management

Customized Integrations

Bespoke Financial Reporting

CFO Services

Controller Services

Sign Up
Paid Monthly
Paid Annually
-15% OFF
STARTER

$350

Per Month

Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.

Automated Bookkeeping

Cash Basis

Standard COA

Uplinq Accounting System

Year End Financial Docs

Dedicated Bookkeeper

Sign Up
GROWTH

$500

Per Month

For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.

Everything in the Starter tier

Cash or Accrual Basis

Custom COA

QBO Accounting System

Free Tax Consultation

Quarterly Financial Review

Sign Up
SCALE
POPULAR

$800

Per Month

For large businesses with a large transaction volume. Up to 50,000 transactions or $10m per year in revenue.

Everything in the Growth tier

Complex Accrual support

Custom Financial Reporting

Other Feature

Other Feature

Monthly Financial Close

Sign Up
MULTI–ENTITY & SCALE

CUSTOM

For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.

Everything in the Scale tier

Transaction Classification

Job Costing

Multi-location support

Multi-entity support

Controller Services

Sign Up

Frequently Asked Questions

What is Uplinq? Are you a service or just a software tool?
Why is Uplinq bookkeeping special?
How can I work with my Uplinq bookkeeper?
How often will my bookkeeping be updated?
What makes Uplinq Tax special?
Is the accuracy of my books verified?
How do I get started with Uplinq?
Can you clean up my books from previous years?

The Accounting Solution For Every Need

Historical Catch Up & Filings
Real-Time Bookkeeping
Tax Compliance & Strategy