Built to Support Compliance Across Your Organization

With secure cloud storage, role-based access controls, audit trails, encryption, and retention tools, DynaFile supports compliance standards with FERPA, HIPAA, HITECH, SOC 2, and internal HR policy requirements.

Compliance Hero

Compliance Support Built for Your Industry

Whether you’re managing employee records, student files, or production workforce documentation, DynaFile provides the compliance features your industry requires, without the complexity.


Corporate HR Compliance Support

Whether you’re managing I-9s, benefits enrollment, or performance reviews, DynaFile helps your HR team support compliance standards across your workforce. With secure cloud storage, role-based access controls, audit trails, encryption, and retention tools, DynaFile is built to support the compliance standards HR teams face daily.

How DynaFile Helps HR Compliance:

  • Role-based access controls ensure only authorized personnel view sensitive employee information
  • Automatic retention schedules for common HR document types (I-9s, W-4s, performance reviews)
  • Complete audit trails track every document access, edit, and deletion with a timestamp and user ID
  • Secure e-signatures compliant with ESIGN Act and UETA
  • Multi-jurisdiction support for different state retention requirements
  • Automated expiration alerts for time-sensitive documents and certifications

Compliance Standards Supported: SOC 2 Type II | GDPR | ESIGN Act/UETA | State Retention Laws

Key Documents Managed: Form I-9 & E-Verify | W-4 & State Tax Forms | Benefits Enrollment | Performance Reviews | Policy Acknowledgements | Disciplinary Actions | Workers’ Compensation | Employee Handbooks | FMLA Documentation


Education Compliance Support

DynaFile delivers secure cloud storage that helps schools meet FERPA compliance standards while enabling hybrid teams to eliminate paper-based filing. With robust access controls, detailed audit trails, encryption, and retention tools, DynaFile supports educational institutions in protecting student and employee records while maintaining the flexibility required for modern academic operations.

How DynaFile Helps:

  • Access controls restrict student and employee records based on legitimate educational interest
  • Audit trail tracking logs who accessed student records, when, and what actions were taken
  • Secure record separation keeps faculty HR files and student records completely segregated
  • Retention rule enforcement supports federal and state record retention requirements
  • Teaching hospital ready – manage both FERPA-protected student records and HIPAA-aligned employee files
  • Automated destruction when retention periods expire with full documentation

Compliance Standards Supported: FERPA Support | HIPAA Aligned | SOC 2 Type II | State Education Laws

Key Documents Managed: Student Transcripts & Academic Records | Faculty & Staff Personnel Files | Financial Aid Documentation | IEPs & 504 Plans | Student Health Records | Enrollment & Registration Forms | Disciplinary Records | Employment Contracts


Healthcare Compliance Support

DynaFile helps healthcare organizations protect sensitive health information for employees, clinical staff, and administrative teams. With secure cloud storage, robust access controls, detailed audit trails, encryption, and retention tools, DynaFile’s HIPAA-aligned features support the protection of Protected Health Information (PHI) while streamlining HR operations.

How DynaFile Helps:

  • Protected Health Information (PHI) security with role-based access and bank-grade encryption
  • Business Associate Agreements (BAA) available for healthcare customers
  • Automatic audit trails for medical records, credentialing, and licensing with complete access history
  • Retention automation aligned with HIPAA and Joint Commission requirements
  • EHR integration support for Epic, Cerner, and other clinical systems
  • Expiration tracking for medical licenses, certifications, and immunization records

Compliance Standards Supported: HIPAA | HITECH | Joint Commission | SOC 2 Type II

Key Documents Managed: Employee Immunization Records | Professional Licenses & Certifications | Medical Staff Credentialing | OSHA Bloodborne Pathogen Training | Background Checks & Drug Screenings | I-9 Forms with Medical Exemptions | Workers’ Compensation Claims | Incident Reports


Manufacturing & Distribution

Manufacturing & Distribution Compliance Support

DynaFile supports OSHA, ISO, union, and company policy documentation to help your HR team maintain compliance standards across your production workforce. With secure cloud storage, role-based access, audit trails, encryption, and retention tools, DynaFile helps manufacturing and distribution companies manage the complex compliance requirements of a hands-on workforce.

How DynaFile Helps:

  • Safety training documentation with automated expiration alerts for certifications
  • ISO audit readiness for quality management system document control (ISO 9001, ISO 14001)
  • Union contract compliance storage for collective bargaining agreements, grievances, and seniority records
  • DOT/CDL tracking for commercial driver certifications and medical cards
  • Environmental compliance support for EPA and hazmat training records
  • Equipment certification management for forklift, crane, and machinery operators

Compliance Standards Supported: OSHA | ISO 9001/14001 | DOT | EPA | Union Requirements

Key Documents Managed: OSHA Safety Training Certificates | Forklift & Equipment Certifications | DOT/CDL Medical Examiner Certificates | Hazmat Training & EPA Records | ISO Quality Management Documentation | Union Grievance Files | Workplace Injury Reports | LOTO Procedures & Training


Staffing & Recruiting Compliance Support

DynaFile helps staffing agencies manage compliance across multiple clients while maintaining secure separation of candidate and employee documentation. Keep I-9s, background checks, and professional licenses organized and compliant, even as contractors move between assignments.

How DynaFile Helps:

  • Multi-client document isolation keeps each client’s records secure and separate
  • I-9 and E-Verify management with automatic retention and audit trails
  • License and certification tracking with expiration alerts for contractors
  • Client-specific compliance rules apply automatically based on assignment
  • Background check retention aligned with FCRA and state requirements

Compliance Standards Supported: I-9 / E-Verify | State Licensing | FCRA | Client Requirements

Key Documents Managed: I-9 Forms & E-Verify | Background Checks | Drug Screenings | Professional Licenses | Client Contracts | Timesheets & Certifications


Accounting & Finance Compliance Support

DynaFile supports accounting firms and finance departments with secure document management that maintains audit trails and retention schedules for financial documents. Meet SOX requirements and protect client confidentiality with automated controls and comprehensive access tracking.

How DynaFile Helps:

  • SOX-compliant audit trails track all document access and modifications
  • 7-year retention automation for tax returns, financial statements, and supporting documents
  • Client document separation maintains confidentiality across engagements
  • Version control ensures you’re always working with current financial data
  • Secure document links with expiration dates for time-sensitive files

Compliance Standards Supported: SOX | SEC Retention Rules | State Board Requirements | Client Confidentiality

Key Documents Managed: Tax Returns & Filings | Financial Statements | Audit Reports & Working Papers | Client Files & Engagement Letters | Corporate Records | SEC Filings


DynaFile helps law firms and legal departments maintain attorney-client privilege and document confidentiality while managing HR personnel files, contracts, and administrative records. With secure cloud storage, role-based access controls, detailed audit trails, encryption, and retention tools, DynaFile supports the security and compliance requirements legal organizations demand.

How DynaFile Helps:

  • Attorney-client privilege protection with granular access controls and confidentiality safeguards
  • Client file organization keeps client files and HR records properly segregated
  • Comprehensive audit trails track all document access, modifications, and user activity
  • Retention schedule automation for legal documents, personnel files, and engagement records
  • Secure document links with expiration dates for time-sensitive files
  • Version control ensures you’re always working with the most current documents

Compliance Standards Supported: Attorney-Client Privilege | State Bar Requirements | Confidentiality Rules | ABA Guidelines

Key Documents Managed: Client Files & Case Documents | Employee Personnel Files | Contracts & Agreements | Engagement Letters | Legal Briefs & Pleadings | Court Filings | Time & Billing Records | Conflict of Interest Checks


Real Estate & Property Management Compliance Support

DynaFile helps real estate firms and property management companies streamline transaction documents, property files, and licensing records with secure cloud storage and automated workflows. With robust access controls, audit trails, encryption, and retention tools, DynaFile supports Fair Housing compliance and state licensing requirements while keeping client and property documentation organized.

How DynaFile Helps:

  • Transaction document management organizes purchase agreements, disclosures, and closing documents
  • Property file organization maintains lease agreements, inspection reports, and maintenance records
  • License and certification tracking with automated expiration alerts for brokers and agents
  • Fair Housing compliance support with audit trails and secure access controls
  • Client confidentiality protection keeps sensitive financial and personal information secure
  • Multi-property management for portfolio companies managing multiple properties

Compliance Standards Supported: Fair Housing Act | State Licensing Requirements | RESPA | Client Confidentiality

Key Documents Managed: Purchase Agreements & Contracts | Lease Agreements | Property Inspections | Broker License Records | Client Disclosures | Closing Documents | Tenant Applications | Maintenance Records


Don’t See Your Industry?

DynaFile’s flexible compliance features support organizations across many sectors, from credit unions to city organizations to hospitality and major sports teams. If your industry isn’t listed above, we’d love to discuss how DynaFile can support your specific compliance requirements.



Built-In Compliance Features

DynaFile’s compliance tools work automatically in the background,
so your team can focus on their work instead of managing compliance manually.


Granular Access Controls

Define exactly who can view, edit, or delete documents based on role, department, or individual permissions. Prevent unauthorized access and ensure sensitive files stay secure.

Automated Retention Schedules

Set retention rules by document type, and DynaFile automatically flags files for review or destruction when retention periods expire, no manual tracking required.

Complete Audit Trails

Every document action, view, edit, download, or delete, is logged with user ID, timestamp, and IP address. Generate compliance reports in seconds for audits.

Secure Cloud Storage

Bank-grade AES-256 encryption protects your documents at rest and in transit. Access files securely from anywhere while maintaining SOC 2 Type II and HIPAA-aligned security standards.

Version Control & History

Track every version of every document with a complete revision history. Restore previous versions instantly and see exactly what changed, when, and by whom.

E-Signature Integration

Integrate seamlessly with DocuSign, PandaDoc, and Adobe Sign to collect signatures electronically. Completed documents automatically file to DynaFile with full audit trails for compliance.


Security You Can Trust

DynaFile maintains the industry’s most rigorous security certifications and compliance standards, so you can confidently store your most sensitive documents in the cloud.

SOC 2 Type II Certified
Independently audited annually by the American Institute of CPAs (AICPA) for security, availability, and confidentiality. DynaFile’s infrastructure meets the strictest standards for protecting customer data.

HIPAA Aligned
Audited against all HIPAA/HITECH requirements for electronic document storage. Business Associate Agreements (BAA) available for healthcare customers storing Protected Health Information (PHI).

Supports FERPA Compliance
Built to help schools meet FERPA compliance standards with access controls, audit trails, and retention tools designed specifically for protecting student records and educational data.

GDPR Ready
Compliant with European data protection requirements including data privacy, right to erasure, and cross-border data transfer regulations.

Bank-Grade Encryption
All documents encrypted at rest and in transit using government-standard AES-256 bit encryption. Your data is protected whether stored in our secure data centers or accessed remotely.

SSAE 18 Certified Data Centers
All DynaFile servers housed in SSAE 18 certified data centers with 24/7 monitoring, redundant infrastructure, and enterprise-grade physical security controls.

DynaFile undergoes annual third-party audits and penetration testing to ensure our security controls remain effective. Our infrastructure includes multiple redundant firewalls, intrusion prevention systems, and real-time replication to a geographically separated disaster recovery site.


View Complete Security & Compliance Documentation

Common Compliance Challenges We Solve

See how DynaFile addresses the compliance pain points that keep HR and compliance teams up at night.

We don’t know who accessed what files

The Problem:
Without detailed access logs, you can’t prove who viewed, edited, or downloaded sensitive documents during audits or investigations. This puts you at risk for compliance violations and makes it impossible to trace unauthorized access.

How DynaFile Solves It:
DynaFile’s complete audit trails automatically log every document action with user ID, timestamp, IP address, and action type. Generate compliance reports in seconds, showing exactly who accessed what files and when, no manual tracking required.

We keep files too long and risk data breaches

The Problem:
Storing documents longer than legally required increases your risk of data breaches and liability. Manual retention tracking is time-consuming and error-prone, leaving expired documents in your system indefinitely.

How DynaFile Solves It:
Automated retention schedules flag documents for review or destruction when retention periods expire. Set rules by document type once, and DynaFile handles the rest, reducing your data footprint and compliance risk automatically.

Different states have different retention laws

The Problem:
Multi-location organizations struggle to comply with varying state retention requirements. What’s compliant in California might violate regulations in Texas, and tracking these differences manually at scale is nearly impossible.

How DynaFile Solves It:
DynaFile supports location-specific retention rules, so documents are automatically managed in accordance with each state’s requirements. Store I-9s for the federal minimum in one state while meeting longer requirements in another, all within the same system.

Auditors ask for records we can’t find

The Problem:
During audits, your team wastes hours searching through file cabinets, email attachments, and multiple systems trying to locate requested documents. Missing or delayed responses can result in audit findings and fines.

How DynaFile Solves It:
Powerful search and indexing tools let you locate any document in seconds by employee name, document type, date range, or custom metadata. Grant auditors secure, read-only access to specific files without disrupting your team’s workflow.

Teaching hospitals need both FERPA and HIPAA

The Problem:
Academic medical centers and teaching hospitals must comply with both FERPA for student records and HIPAA for employee health information, often in the same file. Maintaining this dual compliance without specialized systems is complex and risky.

How DynaFile Solves It:
DynaFile’s segmented access controls and folder structure allow you to separate FERPA-protected student records from HIPAA-aligned employee files within a single platform. One system handles both compliance frameworks without compromise.

Manual compliance tracking is overwhelming

The Problem:
Tracking expiring certifications, licenses, and time-sensitive documents across hundreds or thousands of employees requires constant vigilance. Spreadsheets and manual reminders fail, resulting in missed deadlines and compliance gaps.

How DynaFile Solves It:
Automated expiration alerts notify you when employee certifications, licenses, or documents are approaching expiration. Set custom alert windows (30, 60, 90 days) and never miss a critical renewal deadline again.



Compliance by the Numbers

Real metrics that demonstrate DynaFile’s commitment to security, reliability, and compliance.

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Uptime Guaranteed
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of Documents Encrypted
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Seconds to Generate Audit Reports
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Days to Go Live


Compliance FAQs

Q. Is DynaFile HIPAA compliant?

Yes. DynaFile is built to meet HIPAA and HITECH standards for protecting patient health information. Our platform includes all required safeguards: AES-256 encryption at rest and in transit, granular access controls, automatic session timeouts, and complete audit trails that track every action. We provide a Business Associate Agreement (BAA) for all healthcare customers. Healthcare systems, medical practices, and teaching hospitals use DynaFile to securely manage patient records, credentialing files, and clinical documentation in compliance with HIPAA requirements.

Q. Can DynaFile help our school meet FERPA requirements?

Yes. DynaFile is built to support FERPA compliance standards for educational institutions. Our platform helps schools control who can access student records, maintain detailed audit trails of all record access, and ensure records are securely stored and properly retained. You can grant parents access to their child’s records while preventing unauthorized access by other students or staff. Many K-12 schools, colleges, and universities use DynaFile to manage student files in compliance with FERPA.

Q. How long does it take to set up retention schedules?

Most organizations configure their retention schedules during implementation and go live within 30 days. DynaFile includes retention templates for common federal and state requirements that you can customize for your industry and location. For organizations operating in multiple states, we help you set location-specific rules so files in different jurisdictions follow different retention laws automatically. Once configured, retention schedules run in the background without manual tracking or intervention.

Q. What happens to our documents if DynaFile goes down?

DynaFile guarantees 99.9% uptime and maintains real-time replication to a geographically separated disaster recovery site. If our primary data center experiences an outage, your documents remain accessible from the backup location. We also maintain multiple redundant firewalls and power systems to prevent downtime. In the unlikely event of extended downtime, you can export your documents in industry-standard formats. Our infrastructure is hosted in SSAE 18-certified data centers with 24/7 monitoring and enterprise-grade security.

Q. Can we control access by department or role?

Yes. DynaFile’s granular permission system lets you control access at the department, role, or individual user level. For example, your HR team can access personnel files, while your finance team can access invoices, with no overlap. You can also create temporary access for auditors or external reviewers, set expiration dates on shared links, and revoke access instantly when someone leaves the company.

Q. How does DynaFile handle multi-state compliance?

Many DynaFile customers operate in multiple states with different retention requirements. Our platform lets you set location-specific retention rules, so California employee files follow California law while Texas files follow Texas law automatically. You can also tag documents by location and apply different access controls or retention schedules based on where records originated. This is especially valuable for multi-location healthcare systems, staffing agencies, and distributed organizations.

Q. Are audit trails tamper-proof?

Yes. DynaFile’s audit trails are designed to be immutable and protected from unauthorized modification. Every action is automatically logged with a timestamp, user ID, and description of what changed. This creates a comprehensive record of who accessed files and when. During audits, you can generate detailed reports showing all activity for specific documents, users, or date ranges. Our audit trails are built to support HIPAA requirements, internal compliance policies, and litigation readiness.

Q. Do we need IT resources to maintain compliance in DynaFile?

No. DynaFile’s compliance features work automatically once configured during implementation. Retention schedules flag files for review without manual tracking. Audit trails run in the background. Access controls prevent unauthorized access without IT intervention. Your team can focus on their work while DynaFile handles compliance requirements automatically. Most customers manage their document compliance without dedicated IT staff, though we offer ongoing support if you need help adjusting permissions or retention rules.


Ready to Simplify Your Compliance Requirements?

See how DynaFile helps organizations like yours meet HIPAA, FERPA, and industry compliance standards without adding work for your team.