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Security

Your clients trust you with their information. You can trust us with it.

How we protect it

  • Stored in Australia. Your data is held in Sydney. Some services we rely on, such as email delivery, text messages and AI, process data overseas; every one of them is listed on our subprocessors page.

  • Each office walled off. Every office’s data is kept apart by the database itself, not just by the app.

  • Each audience walled off. Clients and subcontractors see only what’s shared with them; internal notes and pricing never reach them.

  • Strong sign-in. Passwordless sign-in, two-step sign-in, passkeys, and Microsoft or Google sign-in. You can require two-step sign-in for your whole office.

  • Payments kept out of reach. Card details go straight to Stripe or PayPal and never touch Flowtiv. Bank-detail changes need you to sign in again, and alert your admins.

  • Permanent correspondence. Messages can’t be edited or deleted after they’re sent, so the record stands up when it matters.

  • Every file scanned for malware before anyone can open it.

  • Encrypted, backed up and tested. Encrypted in transit and at rest, with nightly encrypted backups and a monthly restore test.

  • AI with guardrails. Orbi works with your permissions only and never sends anything to a client without a person’s approval.

Found a security issue? Email [email protected].

Full details: Security · Subprocessors · Privacy

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