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About Uplevl

Uplevl offers a secure cloud-based SaaS platform to automate paper-intensive manual processes across a range of solutions and industries.

Our Story

Uplevl (formerly Docassist) was founded in 2002 and was one of the first to offer a cloud document management solution as a subscription service.

Since then, Uplevl has expanded its business process automation offerings, providing leading solutions for AP Automation, Contract Management, and Document Management.

Uplevl continues to be a leader in providing practical software solutions for mid-size businesses in tech, healthcare, fitness, property management, restaurants, and other businesses and non-profits.

Return on Investment

Uplevl solutions improve business processes and achieve quick ROI through easy implementation, automation technology and powerful integrations.

Through Uplevl's business intelligence dashboard and reports, customers gain access to information that can easily be translated into identifiable and actionable ongoing improvements.

The Uplevl platform is an offering of Dataflow Technologies, Inc.

How We Got Here

We've made improvements to the Uplevl product and brand, added key integrations with partners, and expanded our offerings over the past 15 years.

2002

Uplevl (formerly Docassist) founded by a CPA: creates a document management system integrated with accounting and ERP solutions.

2005

Partnership & integration with Sage. Sage

2008

Outside investors begin to buy into Docassist.

2011

Partnership with Intacct. Intacct

2012

New version of Docassist introduces automatic data entry.


Integration with Intacct. Intacct

2013

Partnership & integration with Netsuite. Netsuite

2015

Business Intelligence capabilities announced.


Partnership & integration with Acumatica. Acumatica


Dataflow Technologies, INC. acquires assets of Docassist.


Docassist re-branded as Uplevl.

Uplevl

2016

HIPAA Compliance announced.


Uplevl for Restaurants announced.

What People Are Saying About Uplevl

“Not only does Uplevl provide more structured processes, but it also enhances our monthly analysis process. We have reduced our invoice processing time by 40%.”

Martine Rheaume
BlumShapiro

“Makes our process more efficient and that keeps our costs down. A simple solution at a reasonable price.”

Rick Opton
Loggerhead Fitness

Meet Our Team

Mark Landis

CEO

Mark is a successful technology entrepreneur who has recently taken the helm at Uplevl.com. Mark believes in building companies that deliver innovative solutions that help customers succeed.

Don Lyman

CAO

Don brings a wealth of experience to the team as the Chief Administrative Officer. His focus is to assure that the company runs smoothly and delivers value to our customers.

Lance Raymond

Director of Infrastructure

Lance is responsible for ensuring that the IT Infrastructure is available and reliable for Uplevl clients.

Michael Sterling

Director of Customer Support

Michael is passionate about delivering positive customer experiences through operational excellence in the area of support.

Jacqueline Guarino

Sales Engineer

Jacqueline works with Uplevl prospects and clients to identify and deliver solutions that meet customer needs.

Kamron Mason

Senior Technology Developer

Kamron's primary responsibility is to build, maintain, and improve all aspects of Uplevl's web application to give clients the best possible user experience. This includes the application itself, integrations with accounting systems, and the use of other capabilities incorporated into the application.

Companies that Trust Uplevl

BlumShapiro Embraer Healthtrax
AmaWaterways Apex EBC
Mitsukoshi Republic Property Group

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