At dealhead, security is at the core of every feature we build — from how you log in, to how your team collaborates, to how your deals are signed and sealed.
This section of our Help Center gives you a clear view of the safeguards, controls, and legal protections that keep your data safe and your operations running smoothly.
How to Use This Article
You can browse each topic in order or jump straight to the area that matters most to you. Each article focuses on one key part of our security and compliance program, making it easy to find the details you need without wading through unrelated information.
What’s Covered
Our security and compliance documentation is organized into four key areas:
1. Compliance & Security Standards
An overview of the globally recognized frameworks and certifications that guide our security and privacy practices.
You’ll learn about:
SOC 1 and SOC 2
ISO 27001
GDPR rights and protections
Annual audits and continuous monitoring
Read more: Compliance & Security Standards
2. User Access & Security Controls
How we protect your account and identity with enterprise-grade authentication, multi-factor verification, and strict account lifecycle policies.
You’ll learn about:
Secure sign-in and invitation-only registration
MFA enforcement and session controls
Password requirements and recovery
Inactive account handling
Profile and organization change approvals
Read more: User Access & Security Controls
3. dhSign Security & Compliance
How our electronic signature solution meets the legal and security standards required for mergers and acquisitions.
You’ll learn about:
ESIGN and UETA compliance
MFA-protected signature workflows
Certificates of Completion (CoC) with forensic-grade audit trails
Tamper-proofing and data retention policies
Read more: dhSign Security & Compliance
