Security
Your clients trust you with their files. We help you protect them.
Law and immigration practices handle passports, financial records and personal histories. immiBoard is built to keep that information organised, controlled and hosted in Canada.
How immiBoard protects client data
Hosted in Canada
immiBoard runs on Microsoft Azure in Canada, so your client data stays on Canadian infrastructure.
Private company drive
Client documents live in your own company drive, attached to the case they belong to.
Role-based access
Control who on your team can see and change each file, so sensitive records are shared only where needed.
Audit trail
Activity on client files is recorded, so you can see who did what and when.
Secure client portal
Clients upload documents and see their progress in a portal, instead of sending sensitive files by email.
E-signature
Collect signatures on retainer agreements and forms digitally, with the signed record stored on the file.
Why it matters to your practice
- ✓Keep sensitive documents out of email and shared folders.
- ✓Show clients you handle their information carefully.
- ✓Keep a clear record of activity if you ever need to review a file.
Your professional and regulatory obligations remain your own. Please also read our Privacy Policy and Terms.
Security FAQ
Where is my data stored?+
immiBoard is hosted on Microsoft Azure in Canada.
Can I control who sees which client files?+
Yes. Role-based access lets you decide what each member of your team can view or change.
Is there a record of who accessed or changed a file?+
Yes. immiBoard keeps an audit trail of activity on client files.
Can I ask for more detail about your security practices?+
Yes. If your firm has a security questionnaire or specific requirements, contact us and we will go through them with you.
Have a security question?
Ask us. We will answer it on a call.
Contact us