Only invitees can access their Flow; it’s easy, they just verify their email. By including only those that “need to know,” you maintain a high degree of confidentiality and reduce the risk of accidental data disclosures.
Create one place to share and request content from your client and reduce the risk of proliferation of attachments in inboxes. Flows support both one-time and periodic collaborations—such as monthly or quarterly reconciliations and reporting.
Reduce the risk of data leakage by using the built-in chat to communicate with your participants—there is no need to resort to email. Keeping confidential documents and communications together reduces miscommunication.
See a complete timeline that includes every document and revision exchanged, request, and message sent. The audit trail ensures transparency and accountability for everyone involved.
Unlike email, TakeTurns doesn’t store your data forever. It schedules the removal of confidential content to comply with privacy regulations—GDPR, CCPA, etc—and avoid data breach risks. Before removal, participants can download complete archives to meet record retention rules.
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