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Enterprise-Level Security

Agreement Express is a multi-tenant Software as a Service platform hosted securely in the cloud. We've built our business on a high level of trust and take our own internal controls and compliance as seriously as our customers do.

Driven by Innovation

We are committed to continuous improvement and work alongside our clients to develop effective, flexible solutions that evolve and scale with their needs.

Our agile software iterates every two weeks, allowing our customers to better adapt to shifting regulations, competitive pressures and evolving client demands.

An Agile Approach

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We know meaningful digital transformation doesn’t happen overnight, but it doesn’t have to take years either. We follow an agile approach that empowers our clients to adapt and build the optimal onboarding path as they go. Watch the video to learn more.


Agreement Express has built a global business in financial services technology on a high level of trust. Our committed culture of continuous improvement and innovation demands that we take our own security and compliance just as seriously as our customers do.

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Host Servers

Host Servers

Our service is held in secure hosting facilities. They are PCI DSS compliant and SOC 2 Type 2 certified, and located in Canada, the United States, and the U.K.

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Data Transmission

Data Transmission

All web communications used to interact with or view Agreement Express documents transfer data over HTTPS with Transport Layer Security (TLS) cryptographic protocols. Your data is always encrypted and secure.

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Fields that capture and process sensitive data can be AES encrypted for security. Data collected through these fields are access-protected and all access activity is logged and reportable.

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Multi-factor Access Protection

Multi-factor Access Protection

Users of Access Protected Documents have the option to include additional security code, when needed. When this feature is activated, the security code and the user’s password will be required each time there is an attempt to open the document moving forward.


Agreement Express is certified by the most up-to-date, leading industry security standards to uphold our strong commitment to delivering the highest level of security to our clients.

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SOC 2 Type II Certified

SOC 2 Type II Certified

This certifies that Agreement Express has established and continues to follow strict information security policies and procedures around the security, availability, processing, integrity and confidentiality of customer data.

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PCI DSS Compliant

PCI DSS Compliant

We are compliant with the Payment Card Industry Data Security Standard (PCI DSS), which dictates that we protect our customers' data in secure data centers and continuously assess, remediate, and report on the security of our network and server environments.

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Ready for GDPR?

Agreement Express facilitates compliance during client onboarding, the most critical first step in the client relationship.

Read Solution Note

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