Right info. Right time. We handle the rest.
Turn scattered research into a reliable, searchable system. Upsite gives legal and tax advisory teams a living economic development incentives map with citations and filters with real-time monitoring —so you can provide a value added service to your clients looking at setting up entities in new locations . Practitioners get trusted program intelligence, eligibility screening, and deal modeling in one place.
Get Started
When suitable programs are matched to your clients, Upsite keeps them two step ahead and help teams navigate complex incentive programs, keeping every application organized and compliant across multiple jurisdictions. The platform centralizes forms, deadlines, and documentation so submissions stay on track and audit-ready. With built-in tracking, automated follow-ups, and clear visibility into how programs can be stacked, Upsite turns a once manual, fragmented process into a quick seamless workflow .
Firms using Upsite save time on research, simplify audit preparation, and uncover more opportunities to support clients as they grow. It provides one organized workspace for managing incentives and expansion projects, with tools that partners can easily share or tailor for their own clients using flexible access controls and branding options.