Tax compliance software firm Comply Exchange has secured SOC 2 certification, adding independent validation of its data security and governance controls to a growing list of accreditations.
The milestone signals that the platform’s safeguards have been formally assessed against a globally recognised standard designed to protect sensitive client data and ensure consistent service delivery.
SOC 2, or System and Organisation Controls 2, is an auditing framework developed by the American Institute of Certified Public Accountants (AICPA). It evaluates an organisation’s controls across five trust principles: security, availability, processing integrity, confidentiality, and privacy. For businesses selecting technology vendors, it offers independent assurance that appropriate protections are in place.
The certification is particularly relevant for organisations managing tax documentation, withholding obligations, and regulatory reporting, areas where data sensitivity and operational reliability carry significant legal and reputational weight. As vendor risk management tightens across financial services, third-party compliance credentials are carrying more weight in procurement decisions.
Comply Exchange CEO David Marley said, “Security, confidentiality, and trust are foundational to everything we do at Comply Exchange.
“Our clients rely on us to help manage some of their most sensitive tax and compliance data, and achieving SOC 2 compliance provides independent validation of the controls and processes we have built to support that responsibility. This milestone reflects our ongoing commitment to maintaining the highest standards of security, governance, and operational excellence.”
The achievement builds on Comply Exchange’s existing ISO 27001 certification, the internationally recognised standard for information security management systems, and follows its recent inclusion in the AIFinTech100 list, which spotlights firms deploying artificial intelligence to streamline financial processes.
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