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File storage security

Understanding how Tallyfy handles file storage and its limits helps you manage your uploads effectively and decide when to use links to external storage instead.

File storage in Tallyfy

When using Tallyfy, you might upload files to steps, tasks, forms, or comments. All uploaded files are stored securely in Amazon S3 buckets with security measures.

Here’s how it works:

  • All PDFs, documents, images, screenshots, audio, and video files you upload count towards your storage limit.
  • The default storage location is in the US West region, in the AWS data center in Oregon.
  • Your plan determines your storage limit:
    • Docs plan: 5GB total for the organization.
    • Basic plan: 5GB per member.
    • Pro plan: 25GB per member.
    • Enterprise plan: Custom limit.

Important points:

  • Links to files shared via apps like Box, Dropbox, Google Drive, or OneDrive do not count towards your Tallyfy storage limit.
  • If you reach your limit, Tallyfy will notify you. You can then:
    • Delete old or unneeded files from Tallyfy.
    • Upgrade your plan for more storage.
    • Soon, you’ll have options to bring your own storage (contact support for updates).

For more IT, compliance, and security details about storage, see our compliance and security page ↗. Data export features vary by plan; contact support for specifics.

Our recommendation: Use your existing file-sharing platform

Since Tallyfy isn’t primarily a file storage tool, we recommend using your company’s existing cloud storage for file sharing and permissions. Tools like Dropbox, Box, Google Drive, and Sharepoint work well.

Here are tips for using your existing file storage with Tallyfy:

  • Requesting files: Create a unique “file request link” in your file-sharing system and share it (e.g., in a task description). Tallyfy won’t access files uploaded this way.
  • Linking to files: Upload files to your usual storage platform, then copy the link to the specific file and paste it into a Tallyfy field (like a text field or task description).

Linking to files on your existing service helps avoid using up your Tallyfy storage and lets you use your existing tools effectively.

Since Tallyfy recommends linking to external files rather than uploading them directly, especially for sensitive information, learn more about how to protect sensitive data in Tallyfy.

Terms Legals > Tallyfy's privacy policy

Access Tallyfy’s privacy details and security documentation through dedicated links while protecting sensitive data through secure external storage and following country-specific restrictions.

Settings > Billing

Tallyfy’s billing system operates on credits and subscription management while offering various pricing programs discounts and member limits through their Settings interface.

Pro > Compliance

A comprehensive overview of Tallyfy’s security framework detailing SOC 2 Type 2 compliance access controls data protection system monitoring and vendor management practices to ensure platform reliability and data safety.
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