Our service employs advanced security protocols, including end-to-end encryption, to safeguard your data during transmission. Access controls ensure that only authorized personnel can view or manage the uploaded documents.
No, our system does not store any uploaded files. Once a file is successfully transmitted and confirmed to the target location, it is removed from our platform. This ensures that your sensitive data remains secure and minimizes any risk of unauthorized access.
Our service plans offer varying upload limits:
- Standard Plan: Up to 50 uploads per month
- Silver Plan: Up to 100 uploads per month
- Gold Plan: Up to 150 uploads per month
Additional uploads can be accommodated for a nominal fee.
This varies by plan level.
In Standard and Silver plans, we will leverage your existing branding, logo and color scheme in the upload location. We also will provide a menu option to go back to your website from the upload service. This allows the service to look and feel like part of your brand and existing site while maintaining a separate secure environment.
In the Gold and Platinum plans we include the integration of custom upload forms directly into your website (depending on your site’s compatibility), ensuring a seamless experience for your clients that aligns with your brand identity.
Upon a successful upload, our system can send automatic notifications to designated email addresses. In advanced plans, alerts can be customized based on specific criteria such as document type or assigned personnel.
Our platform supports a wide range of file types, including PDFs, Word documents, Excel spreadsheets, images, and more, ensuring flexibility to meet your business requirements.
Since files are not stored on our platform, there is no need for backups of uploaded documents. However, our system maintains logs of upload transactions for security and compliance purposes.
Yes, we offer comprehensive training sessions and user guides to ensure your team can utilize the platform efficiently. Our support team is also available to assist with any questions or issues that may arise.
We adhere to strict record-keeping and data protection standards as mandated by the SEC and FINRA. Our platform maintains detailed audit logs, implements data retention policies, and ensures that all electronic communications are archived in a non-rewritable, non-erasable format, aligning with regulatory requirements.
Our platform is designed with flexibility in mind and can integrate with various existing systems, including document management and compliance tools, to streamline your workflows.