Financial Services

Secure Document Generation for Financial Services

Securely generate, store, and share documents with Inkit. The only Secure DocGen & file-sharing solution for financial services & banking.
Trusted by the world's leading organizations
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Meet the Gold Standard in Secure DocGen

Create, Store, Share, Delete

Handle sensitive financial documents & correspondence with maximum security & privacy built in at every step.

Easy to use for both customers & employees.

Minimize Risk of Breach

Provide Magic Links, auto-expiring documents, and document streaming to simplify your data retention strategy and limit insider threats.

Impact Level 5+ Department of Defense (DoD) Authorization

Trusted by government entities for maximum security, Inkit meets the highest standards for storing and processing sensitive information, financial data, and cybersecurity systems.

Easy Integration

Integrate with Salesforce, Amazon RedShift, and other platforms via our API for seamless data-sharing, interoperability, and ease of use.

Microsoft Office Compatible

Leverage Microsoft Office for all your secure DocGen requirements. Inkit is the only solution compatible with Docx, PPT, XLSX, HTML, and PDF formats.

Where Zero Trust Means Zero Trust

Inkit is fully compliant with the M2209 Federal Zero Trust Strategy through robust identity verification, secure document management, and end-to-end encryption, ensuring compliance with federal cybersecurity standards. Our platform features automation, real-time monitoring, and customizable security policies, making it essential for organizations aiming to meet advanced cybersecurity requirements and enhance data protection.
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Why Inkit

The # Solution for Zero Trust DocGen in Financial Services

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01 | Effortlessly create and populate complex forms.
02 | Military grade privacy & security.
03 | Precise document tracking & audit logging.
04 | Seamless integration with your team's preferred apps.
05 | Stay on brand with custom or  pre-made Office 365 templates.
06 | Low-code, no-code setup and integration.
01 | Effortlessly create and populate complex forms.
02 | Military grade privacy & security.
03 | Precise document tracking & audit logging.
04 | Seamless integration with your team's preferred apps.
05 | Stay on brand with custom or  pre-made Office 365 templates.
06 | Low-code, no-code set up and integration.

Frequently Asked Questions

Can you view or access my documents?
Privacy isn't an option with Inkit—it's the core of our operation. We can't read your documents, and no one else can either— Zero Trust security for every document, every communication, every time.
What is Executive Order (EO) 14028?
EO 14028 enhances national cybersecurity by mandating agencies to embrace Zero Trust cybersecurity principles and restructure their network architectures accordingly.
M 22 09 Federal Zero Trust Strategy
M 22 09 Zero Trust strategy mandates a federal-wide privacy-preserving security approach to safeguard sensitive data and enhance cybersecurity in the United States.
Do you have FedRAMP High?
We have obtained Department of Defense (DoD) Impact Level 5+ authorization, surpassing the FedRAMP High accreditation. The FedRAMP High baseline is equivalent to DoD Impact Levels 4 and 5. A cloud service provider (CSP) with FedRAMP High authorization is generally prepared to handle data at DoD Impact Level 5, so long as they comply with additional DoD-specific requirements.
What is Impact Level 5 (IL5)?
DoD Impact Level 5, per the security requirements guide (SRG), safeguards sensitive information, including National Security Information. It applies to mission-critical systems and data that require a higher level of protection. Compliance entails operating from U.S.-based facilities under U.S. citizen control and ensuring availability during crises.
Is there a Salesforce Integration?
Yes, we integrate seamlessly with Salesforce; no code is required.
Is there a seamless integration with other cloud platforms?
We offer the best multicloud environment for all your favorite apps; for example, Amazon RedShift, ServiceNow, Appian, and other cloud solutions, via our API for effortless compatibility and ease of use.
Does Inkit support Microsoft Office?
We’re the only DocGen solution for federal that supports Microsoft Word, Powerpoint, and Excel.
The assurance of data security is mission-critical to our everyday operations. The Inkit platform has provided us the single, all-inclusive solution we needed to maintain control and privacy over our information.
Program Manager
Using Inkit’s on-demand document generation and retention policies has proven to be highly successful for us. We’re using the API to generate application and adverse action notices. The platform provides us development and cost savings over implementing a custom solution.
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Ed Cody
COO Vital Card
Inkit’s steadfast prioritization on data security, providing the best possible variable costs, and having a rockstar support team has made this partnership exceptional.
Aaron Williams
Head of Asana for Nonprofits
Any business that wants and needs to confidently reach their customers should be using Inkit's Verify product to validate shipping addresses. It solves so many unnecessary headaches that all stem from customers providing bad addresses.
Dan Bjornsen
Manager, Strategic Partnerships
Inkit has enabled us to streamline our back office and collections, reducing program spend by up to 94%, while maintaining the flexibility to integrate with our existing apps and tools.
Jordan Hill
Product Manager
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Trusted by Those Who Put Privacy First

Schedule your platform demo today and see how Inkit can help your organization.
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