Propense's Approach to Security

We are dedicated to safeguarding your data. As a trusted partner in the professional services space, Propense.ai was designed with security and privacy as core pillars of the platform.

SOC2 Certified

Propense is SOC2 Certified

As a SaaS provider for professional services organizations, information security and privacy are critical priorities. Earning this certification is a key milestone for us and will help us continue to build secure, insightful solutions for accounting and law firms.

Our Approach to Security

Data Security

Establish a secure foundation for your data environment.


Propense.ai ensures your client data is protected through a robust infrastructure built on industry standards. 

  • Checkmark SOC 2 Certified
  • Checkmark AWS Infrastructure
  • Checkmark Data Encrypted in Transit - TLS
  • Checkmark Data Encrypted at Rest - AES-256
  • Checkmark Client Specific Instances

Security Controls

Enterprise-grade controls to protect and monitor your environment.


We offer layered protection through Single Sign-On (SSO), data segmentation, and AWS physical safeguards. 

  • Checkmark Single Sign On
  • Checkmark Segregated Data Layers
  • Checkmark AWS Physical Security
  • Checkmark 3rd Party Penetration Testing
  • Checkmark Continuous Monitoring

Data Privacy 

Respect for privacy and control of your data is built into our platform.


Propense.ai complies with GDPR and CCPA, while also giving you flexibility in how data is transferred and integrated. 

  • GDPR Compliant GDPR Compliant
  • No International Data Transfers CCPA Compliant
  • Checkmark Choose your preferred Transfer Method
  • Checkmark ETL or SFTP are available
  • Checkmark Data Deletion within 30 days
FAQ

Frequently Asked Questions

Where is my data stored?

All client data is stored in U.S.-based AWS cloud infrastructure. If you need to use an AWS region outside of the US, we can accommodate. 

How do you protect sensitive client info?

 

At Propense.ai, we protect sensitive client information through industry-standard encryption, strict access controls, and a privacy-first data model. All data is encrypted in transit and at rest, and our platform supports client-specific instances to ensure environment isolation. We enforce Single Sign-On (SSO) and multi-factor authentication, and conduct regular third-party security testing to proactively identify and address potential risks. Most importantly, we minimize the data we collect—focusing only on metadata and firmographic details needed to power our recommendations—ensuring your client information remains secure and private.

Can we use SSO?

Yes, Propense supports Single Sign-On (SSO) for seamless and secure user authentication.

What happens to our data if we cancel?

In the event of a cancellation, your data is permanently deleted within 30 days.

Do you process personal data?

We only process metadata and firmographic details relevant for recommendations.