Data Security & SOC 2 Certification




RecDesk is a platform built on trust. From financial data to customer profiles and history, clients trust us to protect their most important information. That’s why we’ve made security and privacy a top priority. RecDesk is SOC 2 Type II certified – which demonstrates our commitment to security and making all efforts in this area transparent to our customers.

What’s in the report?

The Service Organization Control (SOC 2) examination framework and reporting platform, developed by the American Institute of CPAs (AICPA), assesses the ability of service providers (such as RecDesk) to secure cloud data. SOC 2 defines criteria mutually agreed upon by the security and privacy communities for managing customer data based on five trust service principles: securityavailabilityprocessing integrityconfidentiality, and privacy.

This report confirms that RecDesk meets the highest industry standards when it comes to keeping information safe. It was authored by a rigorous independent auditor, and includes detailed explanations of our:

Strong authentication controls and limited access to data — We limit access to customer data to those who need it to do their job.

Continuous controls monitoring and incident response — We run continuous compliance monitoring to ensure that the key configurations our controls rely upon are in place, and that we’re able to quickly respond to any issues that may arise.

Employee security awareness — We perform rigorous de diligence prior to hiring and provide security training for all employees during onboarding and on an ongoing basis.




SOC 2 Is A Journey, Not A Destination

The SOC 2 compliance journey involved the entire RecDesk organization. SOC 2 compliance is not a one-and-done thing — it’s a commitment. It’s important that we stay flexible as we continue to evolve and grow as a company. As we hire more people in more specialized roles, the SOC 2 process will help us establish checkpoints and make sure security defines every move we make.

If you’re a RecDesk customer and want to learn more, reach out to your Customer Success Manager to request a copy our full SOC 2 Type 2 report. And if you’re thinking about potentially bringing RecDesk into your organization, you can contact sales here and mention you’re interested in receiving a copy. Thank you!


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