Trust Center

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Overview

Welcome to PlanSource's Trust Center. Our commitment to data privacy and security is embedded in every part of our business. Use this Trust Center to learn about our security posture and request access to our security documentation.

Compliance

PlanSource is reviewed and trusted by

Entertainment Partners

Topco Associates

Clearway Energy

City of Kalamazoo

Ingevity

Renesas Electronics

Documents

REPORTSSOC 2 Report

COMPLIANCEHIPAA

COMPLIANCEISO 27001:2013

COMPLIANCESOC 2 Type 2

APP SECURITYApplication Penetration Testing

LEGALCyber Insurance

POLICIESAcceptable Use Policy

POLICIESAccess Control Policy

POLICIESAnti-Malicious Software Policy

POLICIESAsset Management Policy

POLICIESAudit and Accountability Policy

POLICIESBackup Policy

Risk Profile

Data Access Level

Recovery Time Objective

Product Security

Multi-Factor Authentication

Reports

Self-Assessments

We are working on our security compliance. We can provide completed questionnaires upon request.

Data Security

Encryption-at-rest

App Security

Application Penetration Testing

Vulnerability & Patch Management

AI

ESG

Community Involvement

Diversity, Equity, and Inclusion

Legal

Cyber Insurance

Terms of Service

Data Privacy

Data Breach Notifications

Data Into System

Access Control

Infrastructure

Amazon Web Services

Cloud Service Providers

Network Time Protocol

Endpoint Security

Disk Encryption

Endpoint Detection & Response

Network Security

Data Loss Prevention

Network Penetration Testing

Corporate Security

Email Protection

Policies

Acceptable Use Policy

Access Control Policy

Anti-Malicious Software Policy

Security Grades

Qualys SSL Labs

https://plansource.com/

Incident Response

Designated Response Personnel

Incident Reporting Process

Security Operations Center (SOC)

Risk Management

Data Access/Impact Levels

Risk Assessments

Third-Party Dependence

Asset Management

Asset Classification

Asset Inventories (Hardware/Software)

BC/DR

Business Continuity Plan (BCP)

Contingency Plan Testing/Lessons Learned

Contingency Training/Simulations

Training

Employee Privacy Training

Role-Based Training

Secure Development Training

Change Management

Change Control Board (CCB)

Change Management Program

Change Restrictions

Physical & Environment

Alarms & Surveillance

Delivery & Loading Zones

Emergency Power & Lighting

Continuous Monitoring

Automated Alert Response

Event & Audit Log Management

Intrusion Detection System (IDS)