SOC 2 Type 2

Tallyfy has achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation that Tallyfy, Inc. provides enterprise-level security for customer's data secured on Tallyfy.

Tallyfy provides a workflow management platform to customers throughout the world. We were audited by Prescient Assurance, a leader in security and compliance attestation for B2B, SaaS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which includes but is not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR.

An unqualified opinion on a SOC 2 Type II audit report demonstrates to Tallyfy's current and future customers that they manage their data with the highest standard of security and compliance.

We are able to share the letter of attestation from Prescient - but we can only share the actual SOC 2 Type II report under NDA with qualified third parties. Please contact us to learn more.

Security as a Company Value

Tallyfy's security and compliance principles guide how we deliver our products and services.

Secure Personnel

Tallyfy takes the security of its data and that of its clients and customers seriously and ensures that only vetted personnel are given access to their resources.

  • All Tallyfy contractors and employees undergo background checks prior to being engaged or employed by us in accordance with local laws and industry best practices.
  • Confidentiality or other types of Non-Disclosure Agreements (NDAs) are signed by all employees, contractors, and others who have a need to access sensitive or internal information.
  • We embed the culture of security into our business by conducting employee security training & testing using current and emerging techniques and attack vectors.

Secure Development

  • All development at Tallyfy follows secure development lifecycle principles.
  • All development of new products, tools, and services, and major changes to existing ones, undergo a design review to ensure security requirements are incorporated into proposed development.
  • All team members that are regularly involved in any system development undergo annual secure development training in coding or scripting languages that they work with as well as any other relevant training.
  • Software development is conducted in line with OWASP Top 10 recommendations for web application security.

Secure Testing

Tallyfy deploys third party penetration testing and vulnerability scanning of all production and Internet facing systems on a regular basis.

  • All new systems and services are scanned prior to being deployed to production.
  • We perform penetration testing both by internal security engineers and external penetration testing companies on new systems and products or major changes to existing systems, services, and products to ensure a comprehensive and real-world view of our products and environment from multiple perspectives.
  • We perform static and dynamic software application security testing of all code, including open source libraries, as part of our software development process.

Cloud Security

Tallyfy provides maximum security in an isolated, modern, multi-tenant cloud architecture. Tallyfy leverages the native physical and network security features of the cloud, and relies on the providers to maintain the infrastructure, services, and physical access policies and procedures.

  • Tallyfy uses a multi-tenant architecture based on isolating data using a UUID for each tenant. This prevents any accidental or malicious co-mingling.
  • All data is also encrypted at rest and in transmission to prevent any unauthorized access and prevent data breaches. Our entire platform is also continuously monitored by dedicated, highly trained experts.
  • Client's data protection complies with SOC 2 standards to encrypt data in transit and at rest, ensuring customer and company data and sensitive information is protected at all times.
  • We implement role-based access controls and the principles of least privileged access, and review revoke access as needed.