Case Study: INVO PEO achieves greater client trust and loyalty with ShareFile

INVO PEO uses ShareFile® to maximize client trust and loyalty

INVO PEO, a professional employer organization based in Tennessee, needed a simpler and more secure way to transfer large volumes of sensitive HR, payroll, legal, and employee data. Its old FTP-based process was clunky for both staff and clients, and the company also needed to support compliance requirements like HIPAA while protecting highly confidential personal and financial information.

INVO PEO implemented ShareFile as a secure file transfer and document repository solution across departments, using features like notifications, access controls, expiring links, and the Outlook plug-in. With ShareFile, the company improved response times, reduced low-value admin work, and strengthened client trust and credibility through better security and organization; it now supports over 30,000 employees and has become an integral part of INVO PEO’s workflow.

INVO PEO

Tim Knight

Vice-President of Operations