Role-Based Governance That Scales With You.
Secure. Controlled. Effortless.

Trisk Permission-Based Governance puts you in control. Define who sees, edits, or approves
critical information—across teams, clients, and external partners. Every document, task,
and approval is safeguarded with enterprise-grade security while remaining effortlessly accessible to
those who need it. No accidental oversharing. No security gaps. Benefit from intelligent control over every piece of
business-critical information.

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75% Reduction in Security Incidents

Implementing role-based access control (RBAC) has led to a 75% drop in security incidents by ensuring only authorized personnel access sensitive data. (BigID)

$43.71 Annual Savings per Employee

Permission-Based Governance provides administrative and productivity benefits, leading to an annual operating benefit of $43.71 per employee. (NIST)

44.7% Fewer Data Breaches

Strict access controls help prevent nearly half of data breaches caused by credential misuse, protecting sensitive information. (Deloitte)

What is Trisk Permission-Based Governance?

Sensitive business data demands precision control. Trisk’s Permission-Based Governance ensures the right people access the right information at the right time, safeguarding data integrity and operational security without slowing down workflows.

Built for professional services, Trisk replaces outdated, one-size-fits-all access models with granular, role-based permissions that empower efficiency while minimizing risk.

Enterprise-Grade Access Control – Assign precise roles and permissions, ensuring employees, clients, and external partners only see what’s relevant to them.
Task-Level & Document-Level Security – Protect sensitive information by defining who can view, edit, approve, or submit data across workflows.
Automated Role Assignments – Streamline operations by auto-assigning roles based on workflow triggers, IF/THEN Logic, and organizational hierarchy.
Guest User & External Access – Share specific documents or approvals securely with external stakeholders without exposing unnecessary data.
Audit-Ready Oversight – Every access, edit, and approval is tracked, time-stamped, and logged for complete accountability and compliance.

Trisk ensures data isn’t just protected—it’s intelligently managed, giving businesses full control, flexibility, and security without friction.

Use Permission-Based Governance for:

Client Data Protection

Multi-Department Collaboration

External Stakeholder Access

Contract & Document Approvals

Regulatory Compliance & Audit Readiness

Client & Vendor Management

Enterprise-Grade Security & Compliance

Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive
information and ensure regulatory compliance.

SOC 2 Type II

Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality.

PCI DSS via Stripe

Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance.

HIPPA readiness

Designed to protect the privacy and security of patient health information in healthcare-related workflows.

GDPR readiness

Regulates responsible handling of personal data for EU-based clients.

FINRA readiness

Financial industry standards to support compliance in regulatory environments.

What our Customers say

Without Trisk, managing our current volume with our lean team would be impossible. Trisk’s workflows automate our business processes, involving our tax professionals only when their expertise is most impactful and efficient. Their workflow tools ensure we maintain strong controls and accountability while offering the flexibility needed to support our business growth.

Dave Brehmer

Director of Operations & Finance @ VPTax

The Trisk platform has changed the game for Blue Sky Business Resources. The automation and workflow functionality have allowed us to increase our direct engagement with clients many times over, and the development team is unsurpassed for responsiveness and delivery. We simply could not be better served!

Jason Tuzinkewich

Chief Operations Officer @ Blue Sky Business Resources

Trisk allowed us to reduce costs, establish streamlined processes (SOX-friendly), increase staff awareness and knowledge, and accommodate our rapid growth. We haven’t yet found the limit of Trisk’s capabilities

Jeff Mack

Former CFO @ Outset Medical

It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly.

Bob Klausmeyer

Education Safety Coordinator @ Missouri School Boards' Association

The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency.

Stephen Day

Senior Tax Director & Principal @ VPTax

Trisk is a great way to set standard practices in the process... and make sure everyone follows them.

Mila Pandit

Team Lead - Tax Processing Center @ VPTax

Discover Trisk in Action

Learn how businesses like yours leverage Trisk to streamline workflows, enhance collaboration, and achieve their goals. Discover real-world success stories and innovative ways Trisk transforms operations for maximum efficiency.

Solving Corporate Tax with Trisk

Meet VPTax, a corporate tax firm based in Silicon Valley that skyrockets its operations using Trisk.

School Safety Coordination with Trisk

Discover how Trisk helped MSBA deliver quality, compliant school Emergency Operating Plans.

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More Reasons to Love

Excel-compatible Forms

Optimize data collection and processing with dynamic, Excel-compatible forms supporting over 450 formulas. Enhance accuracy and speed in financial reporting, budgeting, and compliance tasks.

Encrypted Documents Storage (Garage)

Store all your business-critical files securely with unlimited storage space, ensuring easy access and reliable backups.

Customer Portals

Deliver an exceptional customer experience through personalized, self-service portals that provide 24/7 access to project updates, documents, and progress reports. Strengthen client relationships with transparency and real-time insights.

Unlimited E-Signatures

Streamline approvals and accelerate business transactions with unlimited e-signature requests. Securely sign, send, and manage contracts without limitations, ensuring fast, legally binding execution at no extra cost.

Available: Details Soon

Questions and Answers

What is permission-based governance?

Permission-based governance is a security framework that allows organizations to control who can access, edit, or approve specific data, documents, and workflows based on assigned roles and permissions.

Why is permission-based access important for businesses?

Permission-based access ensures only authorized users can view, edit, or approve sensitive business information. It reduces security risks, prevents data breaches, and ensures compliance with industry regulations like SOC 2, GDPR, and FINRA. By implementing role-based access, businesses can minimize human error, prevent accidental oversharing, and maintain clear audit trails—all while ensuring employees have the information they need to work efficiently.

How does Trisk ensure data security with role-based access?

Trisk enforces enterprise-grade role-based access, ensuring only authorized users can view, edit, or approve documents and tasks. Every action is tracked, logged, and compliant with SOC 2 Type II, GDPR, and FINRA standards.

Can I customize access levels for different users?

Yes. Trisk allows granular control over user permissions, enabling you to define Assignee, Read, Write, or Submit access for each task, document, or workflow—ensuring only the right people handle critical information.

How does Trisk handle external users and guest access?

Trisk lets you securely share documents and tasks with Guest Users. (such as clients, auditors, or vendors). You control what they can see and do, ensuring data stays protected.

Can I automate assignments in Trisk?

Yes! Trisk supports automated assignments based on workflow triggers, IF/THEN Logic, and predefined access rules—eliminating manual access management and reducing human error.

How to control data access across multiple projects?

Managing access across multiple projects requires granular control over roles and permissions to ensure team members only access the data relevant to their work. Best practices include:

Project-Specific Roles: Assign team members to specific projects/roles/departments rather than giving company-wide access.
Task-Level Permissions: Define who can view, edit, or approve documents within each project.
IF/THEN Logic: Automate role assignments based on project status or workflow triggers.
Time-Limited Access: Grant temporary permissions for contractors or external stakeholders.
Real-Time Auditing: Maintain visibility into who accessed what and when to track changes and approvals.

By implementing structured permission controls, businesses can prevent data leaks, unauthorized modifications, and workflow inefficiencies across multiple projects.

What are the best practices for managing external user access in professional services?

Professional services firms often work with clients, vendors, and external consultants, requiring secure yet flexible access controls. Best practices include:

Guest User Access: Provide limited, document-specific, or task-specific access without exposing unrelated company data.
Role-Based Permissions: Define access levels based on the external user’s function (e.g., consultant, client, auditor).
Audit Logs & Tracking: Monitor and log all actions taken by external users to ensure compliance.
Secure Sharing Methods: Use encrypted document storage and e-signatures built into your software to securely exchange information instead of relying on email attachments.

Implementing these best practices keeps client and company data secure while enabling seamless collaboration with external partners.

Role-Based Governance That Scales With You.
Secure. Controlled. Effortless.

75% Reduction in Security Incidents

$43.71 Annual Savings per Employee

44.7% Fewer Data Breaches

What is Trisk Permission-Based Governance?