Security & data protection
Sensitive records. Sensible safeguards.
Your clients trust your firm with their records. Here is how Docquo helps you keep that trust — in plain English.
Private, encrypted storage
Client files are stored privately in the UK/EU, encrypted in transit and at rest. They are not published as public file links, and clients cannot list or browse other files.
Unguessable, expiring upload links
Each request has a long random token. Tokens are stored hashed for lookup, expire after the quarter, and can be revoked or regenerated by your firm. Every upload operation checks the link again.
Firm-isolated data & team roles
Your firm’s records are isolated from other firms. Owners manage settings and billing; managers see all clients; staff see only assigned clients. Access is enforced in the data layer, not just hidden in the interface.
Short-lived download links
Authorised firm users download client records with signed links that expire after 60 seconds. Logo links on public upload pages are also short-lived.
Limits that discourage abuse
Public upload operations use shared, database-backed attempt limits per token and hashed IP, with stricter limits for invalid links. Uploaded files are checked by content and size; filenames are cleaned before storage.
Your data remains yours
Firm owners can export firm data and files, and request account deletion with a 30-day grace period. Viewing, downloads and exports remain available even when an unpaid trial ends.
Retention you control
Choose how long to retain client files after each quarter — 24 months by default. Scheduled deletion removes expired files, with an advance notice when email sending is enabled.
AI supports review, not decisions
Document checks provide advisory flags. They do not block uploads or replace your team’s judgement. Bank-statement analysis stores the account name, statement period and last four account digits only.
Your firm is the controller.
Docquo is the processor.
Your firm decides why and how client data is collected. Docquo processes it on your instructions to provide the service. Our legal documents explain the relationship and remain templates pending professional review.
Your next quarter. Under control.
Start your 14-day free trial. No card required.