Secure helpdesk software built for the financial industry


Helpy Pro is the help desk and support ticketing software built for the financial world. Helpy Pro software running in the private cloud is secure from the ground up and designed to help you comply with tough data governance laws such as the GLBA and CCPA.

Helpy combines best of breed security and privacy features with a support platform that includes:

  • Helpdesk Ticketing
  • Live Chat
  • Self serve knowledgebase




Financial industry helpdesk security features

Secure Email

Prevents agents from interacting directly through email with customers. Instead, customers are prompted to log in and use a secure web interface for creating and responding to tickets. This helps prevent emailing sensitive information insecurely.

Data Masking

Prevents the storage of PII or other sensitive information in the body of support communications. This feature automatically scrubs GDPR defined PII like email addresses, phone numbers, social security numbers, IP Addresses, and credit card numbers.

Join 1000s of businesses in delivering customer support in the most secure way possible.

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  • No credit card required
  • 14 day free trial

Which Helpy Pro is right for you?




Private Cloud (On Premises/Self-Hosted)

Run Helpy on popular cloud providers, or your own hardware for enhanced security and control.

Runs on private hardware
Runs in the cloud of your choice
You own the database
Keep control over your own data
No lock in
You own everything, there is no lockin
One click install
Install with a single click
Simple HA configuration
Easily create a highly available cluster
SAML, OAuth, LDAP SSO
Control access in a variety of ways

Cloud SAAS

Get up and running in seconds and leave the hosting and update hassles to us.

Turn Key
Instantly available, no IT requirements
Email preconfigured
Email is already set up for you

All Security and Privacy Features

Self-Host Option

Shared Nothing Configuration

Eliminate all Third party data sharing.

Customer Access Control

Restrict ticket creation to authenticated customers only.

Attachment Whitelisting

Determine which files are allowed to be included with tickets.

Private Cloud CLI

Easily manage your self hosted server from the terminal.

Captcha and Honeypot

Prevent bots from creating tickets.

Secure Email

Securely send messages by delivering notifications by email.

Data Masking

Automatically scrub secure data like credit card numbers, IPs and more.

Respond to Deletion Requests

Anonymize or delete customers upon receipt of a deletion request.

Single Sign-On (SSO)

Securely authenticate users and employees with SAML, LDAP and more.

Fine Grained Permissions

Grant access to the tickets and functions each agent needs.

Customize timeouts

Determine when agent sessions expire.

Agent UI Whitelisting

Restrict access to the agent UI by IP address.


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