GoRefer Trust Center
Employee Security
Updated October 2026
About this page. This page describes how GoRefer works today. It is not an independent audit or a contractual service level. For questionnaire answers, or for documents we share under NDA, make a request through the Trust Portal.
This page explains how GoRefer limits and records its own access to the systems that hold your firm's data.
Limited staff access
Two-factor sign-in for staff tools
Staff actions logged
Staff Access
Updated October 2026
How we handle our own access
Access to production systems is limited to the people who run the service
GoRefer staff sign in to our administration tools with two-factor sign-in
Staff actions in those tools are logged
GoRefer maintains a written information security program, which firms can request under NDA through the Trust Portal