Uplinq

Pros: NONE!! The company does not have any AI aspect. The customer service is none existent. No pros whatsoever.

Cons: Everything about them is a con! They filed our taxes wrong.

Overall: Hi everyone me and my business partner run a software company and wanted to share our frustrating experience with Uplinq.com in case it helps other business owners considering their bookkeeping or tax strategy services.

We signed up for their platform plus the Tax Strategist package (which includes quarterly strategy sessions) and paid a separate 2024 Catch-Up fee ($580) for prior period work.

What actually happened:

• 2024 Catch-Up Fee: We paid specifically for them to catch up our books. Despite multiple emails, virtually no work was completed. The team spent weeks citing technical issues with their system. In the end, nothing meaningful was delivered for that fee.

• Tax Strategy Services: We had one initial call with a strategist named Aman in December. He said he would schedule a follow-up to build out a plan. Shortly after, he left the company. We then went months with no assigned strategist and no strategy work performed. We sent over 10 emails to multiple team members asking for updates on the service we were paying for. Responses were either nonexistent, confused, or came very late. No quarterly strategy sessions took place and no real value or deliverables were provided.

We tried to resolve this directly and requested refunds for the undelivered services. Their final “resolution” was to refund only the $580 Catch-Up fee, cancel the account going forward, keep all other payments, and require us to agree in writing not to pursue chargebacks or any further claims. We declined because it didn’t address the Tax Strategy services where we received essentially nothing.
Since rejecting their offer, they have gone completely silent and provided no further resolution.

On top of the delivery failures, their support is horrible, you often have to wait weeks just to speak to someone. They appear to outsource a lot of the work (including tax prep), their “AI” barely works (it’s offline or failing to categorize transactions properly ~90% of the time), and overall the service feels significantly overpriced for the headache it caused.

Their marketing heavily emphasizes AI-powered automation + expert human oversight and proactive quarterly tax strategy. In our case, none of that held up.

If you’re a business owner evaluating Uplinq for bookkeeping, catch-up work, or tax strategy/optimization, I strongly recommend looking elsewhere. It’s simply not worth the frustration and lack of delivery.

Pros: Can't say enough about how my experience has been with Uplinq. They are second to none with technology and their support is the best out there.

Cons: I wish there was a light theme for the dashboard but that's just my preference.

Overall: Uplinq took the time to work with me and solve through my problems. I trust them to take care of my business financials and provide me the insight into my business I desperately needed. They have changed the game for me.