Enterprise-grade security for client data.
Client documents are sensitive. intakePortal is built with security at every layer — encrypted storage, role-based access, and a full audit trail on every action.
99.9%
Platform uptime
AES-256
Encryption standard
100%
Actions audited
What's included
All accounts use verified email or Google SSO. No weak-password risks, no shared credentials.
All uploaded documents stored with server-side encryption at rest and TLS in transit.
Admins, Editors, and Viewers each have precisely scoped access. Data is only visible to those who need it.
Database-level policies ensure workspaces, clients, and jobs are fully isolated from each other.
Monitor account logins with timestamps for security oversight and compliance.
Every file upload, data edit, status change, and export is logged with user and timestamp.
Real-world usage
Pull audit log of all data exports for a quarterly compliance review.
Review login history and enforce SSO-only access for enterprise teams.
Ensure outgoing staff member's access is immediately revoked with no data residue.
Full capability list
Secure login (Email + Google SSO)
All accounts use verified email or Google SSO. No weak-password risks, no shared credentials.
Encrypted file storage
All uploaded documents stored with server-side encryption at rest and TLS in transit.
Role-based permissions
Admins, Editors, and Viewers each have precisely scoped access. Data is only visible to those who need it.
Row-level security
Database-level policies ensure workspaces, clients, and jobs are fully isolated from each other.
Login activity tracking
Monitor account logins with timestamps for security oversight and compliance.
Audit trail on all actions
Every file upload, data edit, status change, and export is logged with user and timestamp.
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Enterprise-grade security for client data.