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Security & Privacy
for Your External Collaborations

External collaborations are business-critical and routinely involve sensitive documents and files. The tool you choose must adhere to the highest security and privacy standards.

In today’s day and age, we’re all concerned about the security and privacy of our data.

That individual issue becomes a mutual concern when you work on sensitive documents and files with external stakeholders—be it clients, vendors, or partners. The potential for leaks, hacks, or loss of that collaboration content carries confidentiality implications for both you and your counterparties. That’s why it’s perplexing that many professionals continue to
use email, one of the least secure methods, for sending attachments, risking not only their own privacy and reputation but also the security of everyone else.

TakeTurns raises the bar on both security and privacy for your collaborations that matter.

Compliance with Security & Privacy Standards

Our teams establish policies and controls, monitor compliance with those controls, and demonstrate our security and compliance to third-party auditors. Contact us to learn more about our compliance with security and privacy standards.

System and Organization Controls 2 (SOC 2)

TakeTurns’ systems, processes, and controls are regularly audited as part of our SOC 2 compliance program. Reports are produced annually and can be provided upon request. Read our announcement.


Our payment processing partner, Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1, the most stringent level of certification available in the payments industry.


TakeTurns implements privacy and data protection processes, procedures, and best practices under all applicable privacy and data protection regimes. Read our Privacy Policy.

Built-in Security and Privacy Features

Our underlying technology has enabled us to implement built-in features that enable you to comply with your security, privacy, and confidentiality policies and regulationsTakeTurns is built on an immutable and secure ledger that records all your external collaboration events. It automatically generates a timeline containing every file you share or request, every document you review or revise, and every message you exchange with external stakeholders.

The TakeTurns Collaboration Ledger is how we ensure the integrity, transparency, and compliance of your business-critical collaborations.

Verified participants

With TakeTurns, the identity of each participant is verified using a one-time code. Our passwordless authentication enables invitees to connect and collaborate without needing to sign up first–simplifying the process while improving security. This method is more secure when compared to sending shareable links.

Why it matters

  • Control who collaborates and verify participant identities.
  • Prevent inadvertent data disclosures.
  • Maintain integrity and privacy in your collaborations.
Share sales proposals with clients in TakeTurns
Negotiate sales proposals with clients in TakeTurns

Roles & Permissions

Each collaboration participant is assigned a specific role controlling their permissions. Roles range from leaders who can manage content and send updates, contributors who edit content, followers who can view and chat, and ghosts who participate without being seen.

Why it matters

  • Provide tailored permissions for each role, enhancing collaboration efficiency.
  • Avoid the pitfalls of uncontrolled cc: lists, ensuring intentional communication.
  • Offer discreet monitoring options with 'ghost' roles, eliminating the complexities associated with bcc:.

Ephemeral storage

When a collaboration is wrapped-up (e.g., completed), all participants have access to a complete archive of the collaboration content. This includes all messages, all chats, and all versions of the documents and files that were exchanged. The archive is available for a 30-day grace period, allowing ample time for everyone to download and securely store the necessary content. After this grace period, all content is removed from TakeTurns.

Why it matters

  • Ensures sensitive documents are not stored indefinitely.
  • Aligns with privacy and data retention regulations, promoting compliance.
Track sales proposals versions in TakeTurns
Track deals progress in TakeTurns


TakeTurns offers 'Recap', a detailed, chronological record of all collaboration activities. This includes uploads, updates, fulfilled requests, and messaging, serving as a transparent and complete audit trail.

Why it matters

  • Fosters trust and transparency between collaborators.
  • Provides a neutral platform with full visibility into collaboration activities.
  • Enhances accountability and clarity in shared projects.