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SECURITY Enterprise-Grade Data Security at the Point of Intake FormAssembly enforces structure, compliance, and security at submission, ensuring sensitive information is protected and delivered reliably into systems of record, like Salesforce. Book a DemoRequest a Trial Security doesn’t start in your CRM Privacy regulations are evolving and security reviews are more rigorous than ever. Yet many organizations rely on disconnected forms, manual validation, and fragile integrations. By the time data reaches your CRM or analytics platform, risk has already been introduced. The most reliable way to protect sensitive information and ensure compliance is to govern data at the moment it is collected. Book a DemoRequest a Trial Enforced at submission, not patched later FormAssembly embeds compliance and governance directly into the data collection process. Secure web forms and workflows apply validation, routing, and access controls before information enters your core systems. Defined validation rules before submission Ensure submissions meet required standards before entering your systems. Role-based access controls Limit access to sensitive data based on clearly defined user roles. Structured data formatting Capture information in consistent formats that systems can trust and process. Secure routing into Salesforce and other systems of record Deliver validated data directly into the platforms that power your operations. TRUSTED CERTIFICATIONS FOR REGULATED ENVIRONMENTS Secure infrastructure and governance controls FormAssembly is built on secure, scalable cloud infrastructure with technical safeguards designed for regulated environments. AWS-hosted enterprise infrastructure Highly available cloud infrastructure built on secure, scalable AWS architecture. Encryption in transit (TLS) and at rest (AES-256) Protect sensitive data with industry-standard encryption at every stage. SAML-based SSO and identity provider integration Enable secure, centralized authentication through your existing identity provider. Granular user roles and permissions Control exactly who can access, manage, and interact with sensitive data. Secure file handling and malware detection Automatically scan uploaded files to prevent malicious content from entering your systems. Regional data residency options Store and process data in geographic regions that meet your compliance requirements. Book a Demo Built for regulated industries FormAssembly is purpose-built for organizations where data integrity is non-negotiable — from healthcare providers collecting patient information, to financial institutions processing regulated data, universities managing enrollment and financial aid, and government agencies handling sensitive submissions. Unlike basic form builders, FormAssembly is engineered for governed data intake in environments where compliance, auditability, and seamless integration are essential. Book a DemoRequest a Trial Documentation you can trust. Find everything you need to know about FormAssembly’s security, privacy, and compliance practices in our security portal. Security Portal Frequently Asked Questions Why should I be concerned about secure data collection? The FBI’s Internet Crime Report shows increases in ransomware attacks and phishing and losses totaling $10.3 billion in 2022*. That represents a 49% increase over the previous year. An incomplete security stance can leave your organization, and your customer’s data at risk of data breach and malware attacks. Securing your data isn’t only about avoiding financial costs and fines, it’s about gaining and maintaining customer trust. Protecting respondent data from the moment of collection is good practice for your organization and the audiences you serve. *Source: https://www.ic3.gov/Media/PDF/AnnualReport/2022_IC3Report.pdf Can I control where my data is stored? This is a good question to ask any data collection provider. With select FormAssembly plans, you have your choice of 7 AWS regions around the world, hosting your data and backups securely. If your organization does business globally, you may be impacted by regional data laws and regulations. We can help you manage your data localization requirements so you can scale. Download Data Residency Checklist What compliances does FormAssembly follow? FormAssembly is PCI DSS Level 1 Certified and is compliant with GDPR, HIPAA, FERPA, the Australian Federal Privacy Act and Australian Privacy Principles. Our E-Signature feature is also compliant with the Australian Electronic Transactions Act. Our Government plan is FedRAMP Ready. Our policies, procedures, and standards reference best practices of: ISO, FFIEC, GLBA, HIPAA, PCI DSS, NIST, NYDFS, Privacy Act 1988 View Trust Center Where can I learn more and request security documentation? You can request and view FormAssembly’s security and compliance documentation in our dedicated trust center. Visit Trust Center Secure your data at the point of intake See how FormAssembly helps organizations reduce risk, meet regulatory requirements, and deliver trusted data into the systems that run their business. Book a DemoRequest a Trial