Escalon is Proudly SOC2 Type II Compliant!

In today’s world, if you’re not concerned about data security, you should be. Cyberattacks are a growing threat that every organization faces. Bad actors are always on the lookout, targeting businesses and individuals. This is exactly why it is crucial to stay one step ahead and protect your company from these risks.

At Escalon, our entire team, especially our security professionals, is fully committed to safeguarding your data. We have built a robust security infrastructure, combining the latest technology with proven internal policies and processes, to keep your sensitive information secure.

Customers seeking detailed, product-specific security insights can review our Trust Center or request a copy of the applicable SOC 2 Type II audit report via email.

 

Security Overview

Information Security Program

Our comprehensive information security program is communicated organization-wide and adheres to the standards outlined in SOC 2.

Confidential

All Escalon employees acknowledge and agree to Escalon’s policies regarding nondisclosure and the protection of both Escalon and third-party confidential information, including the proper use of such information.

Continuous Monitoring

We employ continuous monitoring practices to maintain the highest levels of security and compliance.

Third-Party Audits

Our organization undergoes independent third-party audits to validate and assess the effectiveness of our security controls.

Security Awarness Training

All team members participate in security awareness training, which covers industry-standard practices and key topics such as phishing prevention and password management.

Penetration Testing

We conduct annual independent third-party penetration tests to ensure the integrity of our services’ security posture.

Roles and Responsibilities

We have clearly defined and documented roles and responsibilities for our information security program, ensuring the protection of our customers’ data.

Encryption of Customer Data

Customer Data is securely encrypted both at rest and during transit.


If Escalon becomes aware of a security event involving the loss, disclosure, or alteration of Customer Data stored with Escalon ("Security Incident"), it will take immediate action to (1) inform the affected Customer; (2) investigate the incident; (3) implement reasonable measures to contain and mitigate its impact.

Escalon will notify customers of relevant Security Incidents through a method of its choice, such as email. Escalon's response to a Security Incident does not constitute an admission of fault or liability for the incident.

Customers are encouraged to report any suspected or confirmed misuse of their accounts, authentication credentials, or other security concerns related to Escalon services without delay.

Escalon enforces strict access restrictions for its personnel and subcontractors using a role-based access control framework.

This framework ensures that Escalon team members access customer data solely as needed to deliver services efficiently and effectively. Subcontractors are granted limited access exclusively for performing their contracted services and are bound by contractual obligations to uphold the confidentiality and security of customer information, prohibiting any other use of the data.
When an employee or contractor leaves Escalon, we have a formal process to promptly revoke all physical and network access to Escalon facilities and resources.
The processes and controls regulating access to customer data undergo regular validation. Escalon conducts sample audits to verify that access to data is strictly for legitimate business purposes and with proper authorization levels. Robust authentication protocols and strong controls ensure that only authorized personnel have access to customer data, with access carefully tracked, logged, and revoked when no longer required.

Talk to our team today to learn how Escalon can help your company's security upgrade to another level of protection.

  • Expertise you can trust

    Our team is made up of seasoned professionals who bring years of industry experience to the table. You gain a trusted advisor who understands your business inside out.

  • Quality and consistency

    Say goodbye to the hassles of hiring, training and managing in-house finance teams. You will never have to worry about unexpected leave of absence or retraining new employees.

  • Scalability and Flexibility

    Whether you’re a small business or a global powerhouse, our solutions scale with your needs. We eliminate inefficiencies, reduce costs and help you focus on growing your business.

Contact Us Today!

Tap into the latest insights from experts in your industry

Taxes

AI in Financial Reporting: What Is Real vs Hype for 2026 

AI in Financial Reporting: What Is Real vs Hype for 2026  Artificial intelligence is now firmly embedded in conversations about...

Taxes

US GAAP Is Key to US Expansion

When global companies evaluate expansion into the United States, leadership teams usually prioritize commercial strategy - market size, distribution channels, sales hiring,...

Startups

The Rise of Stablecoins, Real World Assets, and DeFi in 2026 and What Web3 Companies Must Prepare for in Q1

The Web3 landscape continues to evolve at remarkable speed. As we approach 2026, the industry is shifting from early stage experimentation to more mature...

Life Sciences

Preparing for 2026: Regulatory, Data Integrity, and Compliance Trends Life Sciences Leaders Must Address in Q1

Life sciences companies enter every new year with a sense of urgency and transformation. Scientific discovery continues to accelerate, investment landscapes shift...

Nonprofit

AI and Automation for NonProfits

Nonprofits enter every new year with fresh goals, renewed fundraising targets, and a strong desire to increase impact. Yet many of these...

Accounting & Finance

How Outsourcing Financial and Back-Office Operations Saves Time

For many companies the promise of growth often collides with a harsh reality: the endless burden of back-office operations. Payroll. Accounting. Compliance....

Taxes

The Hard IRS 1099 Deadline Is Closer Than You Think

Every January, companies promise themselves that this year will be different. Paperwork will be completed earlier. Vendor lists will be...

Accounting & Finance

The Risks Of Missing A 1099 Deadline 

For many business owners, 1099 season brings a familiar mix of urgency and anxiety. No matter how organized your books may be,...

Leadership & Growth

Common Hiring Mistakes Startups Make  

Hiring is one of the most critical decisions a startup can make. The right team can accelerate growth, drive innovation,...