Klient Achieves SOC 2 Type 2 Certification

Elevating trust and security to the next level

We’re thrilled to announce that Klient has successfully achieved SOC 2 Type 2 compliance, as verified by our auditing partner firm on September 5th, 2023. For a company that prides itself on simplifying professional service operations, integrating processes, and elevating team productivity, this milestone amplifies our commitment to security and trust.

But what does this mean, and how does it impact you, our valued clients? Let’s dive in.

What is SOC 2?

SOC 2 (System and Organization Controls 2) is an auditing procedure developed by the American Institute of CPAs (AICPA). This certification focuses on a business’s non-financial reporting controls as they relate to the security, availability, processing integrity, confidentiality, and privacy of a system. A SOC 2 Type 2 report, in particular, details the effectiveness of these controls over a defined period. In simple terms, it’s a gold standard for security and data protection.

What This Milestone Means for Klient Customers?

Unmatched Security

Klient PSA is already trusted by the fastest-growing professional services teams in the world, and our SOC 2 Type 2 certification further solidifies this trust fostering a robust bond between us and you, our customers. Our platform, which is 100% Salesforce native, is designed to unify your sales, projects, support, and billing—now with the assurance of world-class security standards.

Enhanced Data Management

One of our key benefits is offering a unified data source for better decision-making. With SOC 2 Type 2 compliance, the data you entrust to Klient PSA is not only accessible but also secure, meeting the highest industry standards.

Seamless yet Secure Collaboration

Our goal has always been to facilitate seamless interactions across all stakeholders. With the added layer of SOC 2 Type 2 compliance, you can collaborate with your team, manage resources, and keep your customers in the loop without compromising on data security.

Klient’s SOC 2 Framework for Salesforce ISVs

We’ve developed a SOC 2 framework tailored specifically for Salesforce Independent Software Vendors (ISVs) in the process of getting certified. What makes this milestone even more exciting is that we’re not keeping the good stuff to ourselves. Our framework runs on Klient’s PSA platform and is available for free!

Why We Did It?

We recognize the unique challenges that come with achieving SOC 2 compliance, particularly in a Salesforce environment. Our experience has equipped us with valuable insights and recipes that we believe can benefit the wider Salesforce ecosystem.

How Can You Benefit?

Our SOC 2 framework serves as a comprehensive guide that accelerates the certification process. Whether you are a professional service organization or a Salesforce ISV, our framework empowers you to achieve SOC 2 Type 2 compliance with significantly less friction.

Building a secure data platform

Achieving SOC 2 Type 2 certification is not just a milestone for us but a testament to our unwavering commitment to delivering a platform that is as secure as it is efficient. As always, our mission remains to help you deliver projects every time, all while ensuring your data’s utmost security.

Our certification is an embodiment of our core values—innovation, trust, mutual growth, and a balance of hard work with enjoyment. We continue to strive for unparalleled customer experiences, and this achievement marks another step toward that goal.

You want to use Klient’s SOC 2 framework for Salesforce ISVs? Contact us.

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