Accountable | Trust Center
Accountable
Accountable CRM is committed to protecting your data. We maintain rigorous compliance standards, undergo independent third-party audits, and implement industry-leading security controls to ensure the confidentiality, integrity, and availability of our platform and your information. Our SOC 2 Type II certification demonstrates our ongoing commitment to security best practices
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Resources

2025 Accountable Type II SOC 2 Report

2025 Accountable SOC 3 Report

Acceptable Use Policy

Access Control And Termination Policy

Business Continuity and Disaster Recovery Plan

Change Management Policy

Code of Conduct

Configuration and Asset Management Policy

Data Classification Policy

Data Processing Agreement

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Monitoring

Continuously monitored by Secureframe
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Compliance

SOC 2 Type 2

2025 Accountable Type II SOC 2 Report

SOC 3

2025 Accountable SOC 3 Report

Subprocessors

Amazon Web Services (AWS)

Cloud infrastructure (RDS, S3, ECS, RabbitMQ)

Atlassian/Bitbucket

Source code version control

Cloudflare

Network security and traffic management

Intruder.io

External vulnerability scanning

Secureframe

GRC and compliance platform

SendGrid

Email delivery

Snyk

Code and dependency vulnerability scanning

Trello

Access tracking and project management

Zapier

Workflow automation and integrations

Monitoring

Change Management

Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Software Change Testing
Software changes are tested prior to being deployed into production.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems

Availability

Automated Backup Process
Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.
Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.
Uptime and Availability Monitoring
System tools monitors for uptime and availability based on predetermined criteria.
High Availability Configuration
The system is configured for high availability to support continuous availability, when applicable.

Organizational Management

Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.

Confidentiality

Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.

Risk Assessment

Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.

Network Security

Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption

Access Security

Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Encryption-at-Rest
Service data is encrypted-at-rest.
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.

Physical Security

Physical Security Policy
A Physical Security Policy that details physical security requirements for the company facilities is in place.

Communications

Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.