Introduction

At Folio Compliance, we are committed to protecting the privacy and security of the data entrusted to us by our clients. As a provider of SOC 2 Readiness assessments for small to medium-sized businesses, we understand the critical nature of information security. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website at https://foliocompliance.com or engage our professional services to prepare your organization for formal SOC 2 audits.

Information Collection and Usage

Folio Compliance collects specific information necessary to provide high-quality security compliance consulting and to facilitate the transition between readiness assessments and formal CPA-led audits.

  • Directly Provided Information: We collect personal identifiers such as your name, business email address, job title, and company name when you request a consultation, sign up for our services, or communicate with our compliance experts.
  • Security Measures: We employ industry-standard encryption, multi-factor authentication, and restricted access protocols to protect sensitive documentation and personal information from unauthorized access or disclosure.
  • Purpose of Use: Collected data is used strictly to perform SOC 2 gap analyses, generate readiness reports, manage client accounts, and coordinate with your chosen CPA firm for the final audit phase.

Data Sharing, Security, and User Rights

We prioritize the confidentiality of your internal controls and organizational data, implementing rigorous security standards to ensure your path to SOC 2 compliance remains secure.

  • Data Sharing: We do not sell your data. Information is only shared with third-party CPA firms at your explicit direction for audit purposes, or when required by law to comply with legal obligations.
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  • User Rights: In accordance with GDPR and CCPA, you have the right to access, correct, or request the deletion of your personal data, as well as the right to object to certain processing activities by contacting our privacy team.

Policy Updates and Contact Information

Folio Compliance reserves the right to update this policy as our services evolve or as regulatory requirements change. We encourage clients and visitors to review this page periodically to stay informed about how we are protecting their information.

If you have any questions or concerns regarding this Privacy Policy or our data handling practices, please contact us at privacy@foliocompliance.com.

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