Bullet-proof your client building with software you can trust

SOC 2 compliance, AWS Data Centers and robust security ensures protected data

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SOC 2 Type 2 Compliant
SOC 2 Type 2 Compliant for Security, Availability and Confidentiality
With a SOC 2 Type 2 report, Bitsy adheres to on of the most stringent auditing standards for service companies. Clients get additional assurance(s) through independent auditors, that Bitsy's process, information technology and risk management/compliance controls are properly designed. SOC 2 audit reports focus on service organization's non-financial reporting controls as they relate to Security, Availability, Confidentiality, Processing Integrity and Privacy of a system.
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Certified AWS Data Centers
ISO 27001 Certified with SOC 1, 2 and 3 Reports
Bitsy’s relies on the power of AWS data centers, the leader in cloud security. AWS data centers are physically secure with restricted access via keycards, pin codes and biometric measures. Onsite security officers monitor facilities 24 hours per day, 365 days a year.

Bitsy deploys automatic encrypted hourly backups online. We store all information in multiple data centers strategically located in different areas of the country.
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Data Encryption
256-bit Data Encryption, in transit and rest
All of Bitsy's connections are secured using TLS 1.2 with a 256-bit symmetric encryption and 2048-bit authenticated key agreement. We mask passwords with a separate salt and encrypt with Bcrypt and enforce minimums for length and complexity, ensuring extreme hacker defense. Data at AWS data centers remains encrypted using 256-bit AES.
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Single-Sign-On (SSO)
Easy, secure identity management for organizations
With Single-Sign-On (SSO) using the SAML 2.0 standard, you can securely and easily sign into other applications while using Bitsy, like Schwab for example. Users can be added and removed easily and company-wide password policies can be enforced for all of your business applications. SSO removes the need for users to manage multiple passwords.
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Access Control
Granular permission settings provide complete access control
Bitsy users at the "Admin" level are the only users with permission to invite others to the data repository. Administrators also have the ability to set specific limits for such invited users.
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Audit Trail
Full visibility on who's doing what in your account
Administrators have high visibility into what authorized users are doing within their Bitsy account. Every action taken by all users are time-stamped for compliance and security purposes. Bitsy makes it easy for administrators within a firm, such as compliance officers, to ensure that users are keeping the firm safe and compliant at all times.
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Authentication
Additional layers of security to protect you
Bitsy uses multi-factor authentication as a simple yet highly effective protection against cyber security attacks. The application requires users to input additional identifying information in order to access secure portals that store sensitive data.
SMS Authentication
Bitsy uses an ever-changing, user-specific 6 digit code, that is sent to the registered phone number and is needed for access of secure data. Bitsy's 2FA works worldwide.
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Read our Security Specifications PDF below

If you'd like more information on our security or would like to share this information, please read our security documentation by clicking below.
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Important Security Features
Enhanced security for your peace of mind
No Backend Access to Data
Watermarks
View-Only Access
Unlike some software solutions, Bitsy never allows backend access to client data.
Personally-identifiable watermarks remind users that their data is kept secure.
Admin settings allow for view-only access for certain users, reducing gaps in security.
Additional Features
Learn about more Bitsy features
Analytics & Notifications
Advanced Search
Enjoy a simple system of visibility, with military-grade storage security.
Customizable alerts and data analytics that always keeps you up-to-date on your growth.
Quickly find any prospect info, client details and compliance requirements in seconds.
Secure Forms
Electronic Signature
Simple Pricing
Unlike some software solutions, Bitsy never allows backend access to client data.
Personally-identifiable watermarks remind users that their data is kept secure.
Admin settings allow for view-only access for certain users, reducing gaps in security.

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