Tracking And Tasks > Protect sensitive data
Sensitive data should be stored securely outside Tallyfy in dedicated systems while using secure links to reference the information within workflow tasks.
File storage security
Understanding how Tallyfy® handles file storage, security measures, and plan-specific limits helps you manage uploads effectively and determine when to leverage external storage solutions for optimal efficiency.
Tallyfy® enables file uploads to steps, tasks, forms, and comments. All uploaded files are stored securely in Amazon S3 buckets with enterprise-grade security measures and comprehensive data protection.
- All uploaded PDFs, documents, images, screenshots, audio, and video files count towards your subscription’s storage limit
- Default storage location resides in the US West region within AWS data centers in Oregon
- Storage limits vary by subscription plan:
- Docs plan: 5GB total organizational storage
- Basic plan: 5GB per member
- Pro plan: 25GB per member
- Enterprise plan: Custom storage limits based on organizational requirements
- File links shared through external apps like Box, Dropbox, Google Drive, or OneDrive do not count towards your Tallyfy storage limit
- When approaching storage limits, Tallyfy provides notifications with these options:
- Delete outdated or unnecessary files from Tallyfy
- Upgrade your subscription plan for additional storage capacity
- Future “bring your own storage” options (contact support for availability updates)
For comprehensive IT, compliance, and security details about file storage, visit our compliance and security page ↗. Data export capabilities vary by subscription plan; contact support for specific feature availability.
Since Tallyfy focuses on workflow management rather than file storage, we recommend leveraging your organization’s existing cloud storage solutions for comprehensive file sharing and permissions management. Platforms like Dropbox, Box, Google Drive, and SharePoint integrate excellently with Tallyfy workflows.
- File Request Integration: Create unique “file request links” in your file-sharing system and share them within task descriptions. Tallyfy won’t access files uploaded through these external requests
- Direct File Linking: Upload files to your preferred storage platform, then copy specific file links and paste them into Tallyfy fields (including text fields or task descriptions)
This external linking approach preserves your Tallyfy storage allocation while maximizing the effectiveness of your existing file management tools.
Since Tallyfy recommends external file linking over direct uploads, particularly for sensitive information, explore comprehensive guidelines on how to protect sensitive data in Tallyfy for enhanced security practices.
Tallyfy provides comprehensive billing and payment management through its Settings section where administrators can manage subscriptions payment methods and account limits using Recurly as the billing partner alongside a flexible credit system that allows pre-paid balances automatic credit usage before card charges pro-rated refunds for member changes and special pricing programs including coupon codes and Fair Price Guarantee discounts for eligible countries.
Analytics > How Tallyfy Analytics works
Tallyfy Analytics processes workflow data through event detection data extraction format conversion secure cloud storage and access provisioning to enable analysis through business intelligence tools like Power BI and Tableau.
Miscellaneous > Terms & legals
Tallyfy maintains SOC 2 Type 2 attestation GDPR compliance HSTS security BIMI email standards custom data processing agreements comprehensive encryption multi-layer API protection AWS GovCloud hosting options and various enterprise-grade security measures to meet regulatory obligations and enterprise requirements.
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