The security of your documents and data is at the core of everything we do. 


The lengths we go to, to keep client data secure 


FileInvite is a cloud-based, automated platform for collecting information, files and signed documents from your customers. Document collection is all about using online tools to help manage client information. These alternatives to email and local data storage streamline the way you collect, store and share documents. They reduce handling errors, keep your data safe and compliant, and improve your overall productivity.

And in this world, security is paramount.

Did you know?

91% of cyber attacks start via phishing emails. Your company email is undoubtedly one of the weak points in cyber security, and having sensitive documents contained in your employee’s email inboxes is a huge risk and potential for a data breach. FileInvite moves your document collection out of the inbox to an independent safe and secure platform that protects your data and keeps your reputation intact.

Our product security team works hard to help ensure that the FileInvite portal remains a safe and reliable place for client data. Multiple types of security practices and technologies are deployed to help ensure the consistency and integrity of the platform.




Third-party auditors have verified that we follow best practices with respect to security. Meeting the requirements of SOC2.  Read More →



FileInvite at its core was designed with security in mind. The architecture is based on best practice development principles separating file and associated metadata, and keeping environment data separate and encrypted in transit and at rest.



FileInvite divides its systems into separate environments to better protect sensitive data. Systems supporting testing and development activities are hosted in a separate environment from systems supporting our production infrastructure. All servers within our production fleet are hardened (e.g. disabling unnecessary ports, removing default passwords, etc.) and have a base configuration image applied to ensure consistency across the environment.
Network access to our production environment from open, public networks (the Internet) is restricted, with only a small number of production servers accessible from the Internet. Only those network protocols essential for delivery of FileInvite’s service to its users are open at our perimeter. Additionally, for host-based intrusion detection and prevention activities, FileInvite logs, monitors, and audits system calls and has alerting in place for system calls that indicate a potential intrusion.


FileInvite is deployed on the Amazon AWS global backbone infrastructure. We utilise data centrs that are at the forefront of technology, using innovative architectural and engineering approaches, and the latest in cloud technologies and infrastructure design.
Physical access is strictly controlled both on the perimeter and the construction of entry points by professional security staff using video surveillance, intrusion detection systems, biometric analysis, and other electronic means.



Our in-transit encryption ensures that messaging, data, and file transfers are all secured while in transit to the latest global standards with similar technology as used in many banking platforms.
All http calls are encrypted with HTTPS SSL at transport layer, and API data can also be optionally be encrypted at message layer by using our inbuilt MLS encryption of API payload.
FileInvite supports the latest recommended secure cipher suites to encrypt all traffic in transit, including use of TLS 1.2 protocols at a minimum, AES256 encryption, and one way SHA2 where possible.



Stored data such as relational databases, file stores and database backups are encrypted using multiple types of encryption. FileInvite employs both container and object encryption for both files and database entries.

Each customer’s data is hosted in our shared infrastructure and logically separated from other customers’ data. We use a combination of storage technologies to ensure customer data is protected from hardware failures and returns quickly when requested.



FileInvite stores the documents that you request in the Amazon S3 facility. The original files and the customer data are split, isolated, and placed in different locations, and encrypted at rest in addition to complex management by encryption keys.
Access to these files is only via authenticated calls through the FileInvite file proxy, and using time expiry signed URLs.



We leverage best practice programming techniques applicable to the software industry wherever possible. All our products and solutions follow a quality assurance path through our software development lifecycle, and our teams follow OWASP guidelines, code reviews, and regular security awareness training so that our application meets stringent safety and security standards.


The security of our solution is evaluated by the development team through a combination of secure coding practices, peer code reviews, and automated tools such as code sniffers. Vulnerability tests follow OWASP principles and include the use of commonly known web application security tool kits and scanners to identify application vulnerabilities before they are released into production. The development team has regular sessions for security awareness training to improve coding security and


All workstations issued to FileInvite personnel are configured to our standards for security. These standards require all workstations to be properly configured, updated, and be tracked, and monitored by FileInvite’s endpoint management solutions. The default configuration sets up workstations to encrypt stored data, have strong passwords, and lock when idle. Workstations run up-to-date monitoring software to report potential malware, unauthorized software, and mobile storage devices.


FileInvite requires personnel to use an approved password manager. Password managers generate,  store, and enter unique and complex passwords to avoid password reuse, phishing, and other password-related risks. Password complexity and reuse is monitored through centralised password control systems.



To minimize the risk of data exposure, FileInvite adheres to the principles of least privilege and role-based permissions when providing access. Staff are authorized to access only the data that they reasonably must handle in order to carry out their roles. All production access is reviewed at least quarterly.



To further reduce the risk of unauthorized access to data, FileInvite employs multi-factor authentication for all access to systems with highly classified data, including our production environment, which houses our customer data. Where possible and appropriate, FileInvite uses private keys for authentication, in addition to the previously mentioned multi-factor authentication on a separate device.


FileInvite monitors servers, workstations, and endpoints to retain and analyse a comprehensive view of the security state of its corporate and production infrastructure. Administrative access, use of privileged commands, and system call on servers in our production network are logged and retained. Analysis of logs is automated to the extent practical to detect potential issues and alert responsible personnel.


FileInvite utilizes services deployed by its hosting provider to distribute production operations across multiple separate physical locations and availability zones. Enterprise customers optionally may select a specific geographic data region where their data is stored from the available server locations.
FileInvite has thorough and externally audited plans for both Business Continuity and Disaster Recovery processes. Our BCDR plan includes full support for disaster management and full backup and recovery procedure to ensure a minimum of disruption and continued service in the event of a full system failure event. BCDR plans are tested at least 6 monthly to ensure RTO and RPO times are achieved at a minimum.



FileInvite is continuously monitoring, auditing, and improving the design and operating effectiveness of our security controls. These activities are regularly performed by both third-party credentialed assessors and our internal risk and compliance team. Audit results are shared with senior management and all findings are tracked to resolution in a timely manner through a structured risk management procedure.


In addition to our compliance audits, FileInvite engages independent 3rd party entities to conduct application-level and infrastructure-level penetration tests at least 6 monthly, and on major code releases. Testing is done through a mixture of grey box methodology and source code analysis, in conjunction with both automated and manual detection tools.
Results of these tests are shared with senior management and are triaged, prioritized, and remediated in a timely manner. Customers may receive assurance statements of these activities containing high-level detail by requesting them from their account executive.


Our production application and underlying infrastructure components are monitored 24/7 by dedicated monitoring systems. Any critical alerts generated by these systems are sent to our technical team for a quick resolution. We target 99.9% online accessibility for customers on our enterprise cloud plans. All our systems are mirrored on duplicate servers for failsafe and maintenance purposes.


All information submitted to FileInvite is deemed as private and treated as such with the same measures and standards of security whether it was public or non-public. We have security measures at both software and operational level meaning that processes and policies are in place both electronically within the platform, and at the operational staff level with regards to the handling of customer information. 

FileInvite is governed by the principles of the New Zealand Privacy Act 1993.


Private information will never be voluntarily disclosed to 3rd parties unless required to do so by law, or as outlined under our standard Terms of Service and Privacy Policy. FileInvite treatment of private information is done in accordance with the terms of our Privacy Policy and our General Terms which can both be found at


Personal information, data, and files uploaded to FileInvite using our services remain the property of the original owner.  FileInvite will not use this data for our own purposes.


Customer data is removed upon deletion by the end-user or upon expiration of data retention as configured by the customer administrator. FileInvite hard deletes information from production system backups which are destroyed after 7 days rotation.
Our hosting providers are responsible for ensuring removal of data from disks is performed in a responsible manner before they are repurposed.



FileInvite outsources some of its services. Where those organizations may impact the security of FileInvite’s production environment, we take appropriate steps to ensure our security posture is maintained. We do this by ensuring service organizations selected protect customer confidentiality through established and maintained certifications against one or more international standards such as SOC Type II, ISO 27001, and PCI as a minimum.


FileInvite has established policies and procedures for responding to potential security incidents. All security incident procedure is managed under the protocol set out by our internal Security Incident Policy and handled by our incident response team which classifies them based on severity. In the event of an incident, affected customers will be informed as necessary under an established incident communication plan, typically through email communications. Based on incident classification and severity under the plan, any required notifications will be given within 72 hours following confirmation of a notifiable data breach. Incident response procedures are tested and updated at least annually.



Our customers are welcome to perform either security controls assessments or penetration testing on FileInvite’s environment subject to written permission by FileInvite prior to any testing. Please contact FileInvite to learn about options for scheduling either of these activities.



Every organization deserves and expects their data to be secure and confidential. Safeguarding this data is a fundamental responsibility, and we continue to work hard to maintain your trust. 

Please contact FileInvite if you have any questions or concerns.


What is the compliance landscape of FileInvite?

We're dedicated to compliance with laws and regulations, regularly updating our policies to industry standards. We undergo an annual SOC 2 Type 2 audit to ensure our information security aligns with SOC 2 Security principles. We're also GDPR compliant and confident in meeting requirements for HIPAA and California Data Protection Law with our information security measures.

Why did we choose SOC 2?

SOC 2 is an AICPA (American Institute of Certified Public Accountants) examination that provides detailed security assurance, covering areas like security, availability and data privacy. A Type 2 report audits our controls over a year, demonstrating our commitment to high-level security and organizational discipline. SOC 2 compliance aligns us with international security standards and enhances our policies and procedures.

How is the privacy of my client data managed?

We are committed to protecting your and your customers’ data with our compliant privacy policy ( We adhere to international regulations, including GDPR and HIPAA and follow best practices from standards like ISO 27001 in all countries we operate.

How is the FileInvite system availability ensured?

Our solution is designed to provide you high performance and high availability as we build it on best-in-class core technologies and use world class cloud services such as AWS. Our cloud- first infrastructure ensures multi-level redundancy, scalability as needed and fail-over options across multiple data centres as needed. This will ensure your organization can use our system and grow with confidence. 

What are the data protection procedures available at FileInvite?

Client data is encrypted both in transit and at rest. Our infrastructure limits access to your data with built-as-code practices and uses multi-factor authentication. We have security logging and monitoring for anomalies, allowing prompt action. We don't grant third-party apps access to client data in the FileInvite system.

Do you have a documented and regularly updated Information Security Policy?

Yes. We have an up-to-date information security policy published and is available for all staff through intranet. The policy is reviewed once a year and updated as necessary. This is also validated by external auditors as a part of the SOC 2 review. 

Delight your clients with the FileInvite experience