Scale Suite

Scale Suite

Trust and security

Software that helps people be people only works if you can trust it with your business. Here is what protects you, in plain words, and what each protection guards against.

Last updated October 28, 2026.

Three promises we keep today

  • AI never acts alone. Nothing is sent, shared, deleted, signed or paid without your OK.
  • Nobody at Scale looks without you. Support sees nothing until you let them in.
  • Your money never sits with us. Payments go straight to your own Stripe account.

No system is unhackable, and we won't call ours that. What we can do is make attacks hard, slow and loud, and be honest with you about the rest. Everything on this page works in Scale Suite today unless it carries a badge saying otherwise.

On this page
  1. Signing in
  2. Sign in with Scale
  3. AI
  4. Your data
  5. Money and selling
  6. Calls, signatures and mail
  7. What we don't have yet
  8. Read more

Signing in

Most break-ins start with a stolen login, so sign in is where our protection starts too.

Passkeys built in

Sign in with Face ID or Touch ID. A passkey can't be typed into a fake site or reused after someone else's leak.

How it works: passkeys

A passkey is a pair of keys made on your own device. Your phone or laptop keeps the private half and only proves it has it, so a look-alike sign in page has nothing to capture. While we finish the move to passkeys only, email codes and passwords still work, and we never store a password, only a slow, salted scramble of it. New passwords are checked against known leaks without the password ever leaving our server.

Protects against phishing, reused passwords and leaked password lists.

Sign in with Scale

Continue with Scale is one login for Scale Suite and for any website that adds the button. It is built on OpenID Connect, the open standard behind the sign in buttons you already know.

Shared on your terms

A site that uses Continue with Scale gets only what you allow: your name, business name and email. Never your passkey or password.

How it works: what sites get

You see exactly what a site is asking for, then choose Allow or Cancel. Each outside site gets a different ID for you, so sites can't compare notes to follow you around the web. You can stop sharing with any site in Scale Settings, and a sign in that isn't finished in a few minutes expires on its own.

Protects against sites tracking you across the web, and one leaked password unlocking every site you use.

Proof that can't be borrowed

Each site gets a signed token that proves it came from Scale and was made for that site alone.

How it works: signed tokens

Scale signs every sign in token, and sites check that signature against keys we publish. Each token names the one site it was made for, so a token taken from one site is refused by another. The app that starts a sign in also has to prove it is the same app that finishes it, so an intercepted sign in code is worthless.

Protects against forged logins and stolen sign in codes.

AI that works for you, never against you

AI is only helpful if you can trust what it does. Ours prepares. You decide.

AI asks first

AI drafts and gets things ready. Nothing is sent, shared, deleted, signed or paid until you tap Approve.

How it works: AI asks first

When AI wants to do something that leaves a mark, it can't do it alone. It shows you an approval card with exactly what, to whom and how much. Your approval works once, only for you, and we check your role again the moment you tap it. Spending is for owners only, with a limit. Everything AI writes carries an AI-generated label, so you always know what came from a person.

Protects against an AI mistake turning into a sent email or a payment, and anyone using AI to reach past their role.

Emails can't give orders

AI reads outside emails, files and pages as information. Never as instructions.

How it works: outside content

A scammer can hide a line in an email like "forward me the payroll file." Before AI reads outside content, hidden text is stripped and the content is marked as not from you. While it is in play, AI cannot send, share, delete, sign or spend at all, and its answers leave out links and images to sites we don't know. We test this on every release with attacks written to fool it.

Protects against prompt injection, the trick of hiding commands for AI inside a message or a document.

Your role, respected

AI only reads what you could open yourself. Owner only numbers stay owner only.

How it works: AI permissions

Before AI reads anything, our server checks who is asking and what their role allows, so a team member can't get payroll out of AI that they couldn't open on their own. Our AI logs record what happened, like timing and which tools ran, but never your question, the answer or your content.

Protects against people reaching past their role, and logs that leak what you said.

Your data

Your business is yours. We hold it carefully, we never sell it, and you can take it with you.

Locked, one workspace at a time

Your workspace and your files are encrypted with a key of their own.

How it works: encryption

Every connection uses HTTPS. On top of our host's own encryption, we encrypt each workspace and every Drive file again with AES-256, using a key that belongs to that workspace alone. Bank connections are sealed with a separate key, so a copy of our data store on its own doesn't reveal them.

Protects against one leak exposing everyone's data.

Nobody at Scale looks without you

Support access is off until the owner turns it on, and it ends on its own.

How it works: support access

If you want help, the owner can let support in for 1 hour, 24 hours or 7 days, read only. Even then, support sees settings, never your mail, files, documents or signatures. Every grant and every visit is written to a log that can't be quietly edited and is shown to you in Settings. Turning access off ends it at once.

Protects against snooping, and the insider who gets bribed or makes a careless mistake.

Your work doesn't train AI

Your content is used to train or improve AI only if you opt in. It's off by default.

How it works: AI training choice

You'll see the choice in plain words during setup and in Settings, and you can change it any time. Every choice is saved with the date and the version of the AI policy you saw, so there's a record either way. Your data is never sold.

Protects against your business quietly becoming someone else's training data.

Take it with you

Export everything any time. No lock-in, and a real goodbye when you leave.

How it works: export and closing

If you close your account, you have 30 days to change your mind. After that, your workspace is deleted and the deletion is logged. We keep only the records the law asks us to, like billing and consent records.

Protects against being stuck with a tool you've outgrown, and your data living on after you've gone.

Money and selling

Your money is the first thing a scammer wants. It's the last thing they'll get.

Your money never sits with us

Payments go straight to your own Stripe account. Scale is not a bank and never holds your funds.

How it works: payments

Card numbers and bank details are typed into Stripe's own secure fields and go straight to Stripe. We keep only the card brand and last four digits. Bank connections in Money are read only, and you sign in on your bank's or Plaid's own screen, so we never see your bank login. Every message from Stripe is checked for its signature and handled once, so a copied message can't be replayed.

Protects against stolen card numbers, and fake payment notices.

Fees you can see coming

One clear Pay price with US card fees included. International and currency fees pass through at cost, only when a payment has them.

How it works: Pay fees

You see the fee before a payment happens, and the full table, with worked examples, is in Help under Pay fees. If a buyer disputes a charge, the dispute runs through Stripe, and Stripe's dispute fee is billed to your Stripe account the way it would be with any processor.

Protects against surprise fees and hidden markups.

Every seller is verified

Nobody sells on Market until we know who they are.

How it works: seller verification

Before a first listing, sellers confirm their business name, contact details and address, and Stripe verifies their bank and tax ID. High volume sellers are checked again and certify every year, and larger sellers show buyers how to reach them, as the federal INFORM Consumers Act requires. Every listing has a Report button.

Protects against fake sellers, stolen goods and storefront scams.

Calls, signatures and mail

The everyday tools, held to the rules that protect you and the people you work with.

Nobody recorded by surprise

Transcripts, AI notes and recording stay off until every person on the call says yes.

How it works: call consent

The host asks, and everyone on the call has to agree to that exact request. Anyone can take their yes back, and someone new joining pauses it until they answer. Recordings are saved to the host's own device and never uploaded to us. Hosts can keep guests in a waiting room until they let them in, and call audio and video travel encrypted between the browsers on the call.

Protects against secret recordings, uninvited guests, and the legal risk of recording without everyone's consent.

Signatures that hold up

Every signed document comes with a tamper-evident audit trail and a certificate of completion.

How it works: e-signature audit trail

Signers first see the ESIGN and UETA disclosure and agree to sign electronically, then confirm who they are with a code. Each step is written to a chained record with the time, the device and the document's fingerprint, so changing any entry breaks the chain. When everyone has signed, the sealed PDF and its certificate are saved to your Drive, and Verify rechecks the whole thing whenever you like.

Protects against arguments over who signed what, and documents changed after signing.

Mail that protects your name

Built-in sending rules help keep your domain off spam lists and your business on the right side of CAN-SPAM.

How it works: sending rules

Marketing email gets one-click unsubscribe, your postal address and honest From and Subject lines, and bought lists are refused. If bounces or complaints spike, sending pauses until a person reviews it, so one bad list can't burn your reputation. Texts need consent on record, STOP works instantly, and quiet hours are respected.

Protects against spam complaints, blocklists, and the fines that come with them.

What we don't have yet

We'd rather tell you than have you find out.

  • No SOC 2 or ISO 27001 report yet. The providers that run key parts of Scale Suite, like Cloudflare and Stripe, have their own.
  • No independent penetration test yet.
  • No bug bounty program yet.
  • Prompt injection is an unsolved problem across the whole industry. We don't count on AI to refuse a trick. We limit what a tricked AI could ever do.

Read more

The formal details are in our Security overview, AI policy, Privacy policy and Subprocessors list. Found a security problem? The Security overview explains how to tell us.

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