Comply Exchange, a specialist in tax compliance, withholding and IRS form management solutions, has announced it has achieved SOC 2 compliance, a credential the firm says underlines its commitment to data security, privacy and operational excellence.
According to Comply Exchange, the milestone arrives as buyers ramp up their focus on information security, vendor risk management and regulatory compliance.
Independent validation of a provider’s security posture has become a decisive factor in procurement, and the SOC 2 assessment confirms that the controls, processes and safeguards behind the Comply Exchange platform have been measured against a recognised industry standard built to protect sensitive customer information.
Comply Exchange said the assessment covers a robust control environment across all five SOC 2 Trust Services Criteria: security, availability, processing integrity, confidentiality and privacy.
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.”
SOC 2, a framework developed by the American Institute of Certified Public Accountants (AICPA), evaluates how an organisation protects customer data and, crucially, how effectively those controls perform over time. For firms vetting technology partners, the credential offers independent proof that safeguards exist to protect sensitive information, support business continuity and keep services reliable.
Comply Exchange continues to hold ISO 27001 certification, the internationally recognised standard for information security management systems, and was recently named to the AIFinTech100 for its AI-driven technologies that simplify tax compliance and reduce operational burden.
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