Security & Compliance
ClientSuccess is SOC 2 Type II certified. Below is everything we publish about how we secure and process customer data — each with its own page you can link to directly in a security review.
SOC 2 Compliance
Our security controls are independently audited and certified to SOC 2 Type II. Reports are available to customers and prospects under NDA.
Read about our SOC 2 certificationList of Sub-Processors
Every third-party service involved in delivering the platform — what each one does and where it processes data. 28 sub-processors, last revised September 4, 2026.
View the full sub-processor listData Processing Amendment
The terms governing how we process personal data on your behalf, including GDPR obligations, sub-processor authorization, and international transfers.
Read the Data Processing AmendmentQuestions about security
For security reviews, questionnaires, or questions about how we handle your data, contact hello@clientsuccess.com. For privacy and data-processing questions, contact privacy@clientsuccess.com.