GoRefer Trust Center
Private Document Portal
Updated September 2026
Confidential — NDA Required
Documents in this portal are confidential and protected by mutual non-disclosure agreement. By requesting access, you agree that the information shared will not be disclosed to third parties without prior written consent from GoRefer.
GoRefer makes certain security and compliance documents available to customers, prospects, and security reviewers under NDA. Complete the request form below to confirm document availability, scope and access requirements with our security team.
Document Requests
Updated September 2026
Penetration Test Report
Request available penetration-test reports, including the assessor, assessment date, scope and remediation status. Availability is confirmed during review.
Full Data Processing Agreement (DPA)
Request available data-processing and transfer terms for review. Applicable provisions are those in the agreement executed with your firm.
SOC 2 Readiness Roadmap
Request the current SOC 2 preparation status, available gap analysis and roadmap. This is not an attestation report.
System Architecture Diagram
Request available documentation of GoRefer's architecture, service dependencies and data flows.
Security Policies (WISP)
Written Information Security Program (WISP) including acceptable use, incident response, access control, and vendor management policies.
Request Document Access
Updated September 2026
Review Steps
Confirm document availability and applicable scope
Verify identity and confidentiality requirements
Sign the required NDA before document delivery
Receive access instructions if the request is approved