Setuply Completes SOC 2 Type II Examination, Strengthening Commitment to Security
Portsmouth, NH, March 18, 2025 - Setuply, Inc., a leader in AI-powered client management experience (CMX), has successfully completed its SOC 2 (Service Organization Control 2) Type II examination, performed by Schellman & Company, an independent CPA firm. This milestone reflects Setuply’s ongoing commitment to maintaining the highest standards of security, operational integrity, and data protection for its customers.
Setuply is designed to help businesses streamline operations, eliminate inefficiencies, and improve visibility throughout the client journey from onboarding and beyond. By integrating strong security controls, Setuply ensures businesses can confidently manage their onboarding and client engagement processes while adhering to the highest compliance standards.
The SOC 2 Type II examination, formally known as a Report on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy, evaluates the design and operational effectiveness of controls over a specified review period. The achievement of this examination validates Setuply’s robust security controls, ensuring that customer data remains protected against unauthorized access, threats, and vulnerabilities.
"Security is fundamental to Setuply’s platform, and the completion of our SOC 2 Type II examination is a testament to our dedication to safeguarding customer data and maintaining best-in-class security standards," said Dmitry Korsunsky, Chief Information Officer at Setuply. "As organizations continue to prioritize security and compliance in their operations, we remain committed to maintaining and enhancing our security investments to support their needs."
The SOC 2 Type II examination underscores Setuply’s proactive approach to security and compliance, ensuring customers can rely on a platform designed to meet the highest standards of data protection. As regulatory and security requirements evolve, Setuply remains committed to staying ahead, giving businesses the confidence to operate securely and scale without compromise.
About Setuply
Setuply provides an AI-powered Client Management Experience (CMX) platform that enables B2B solution providers to create seamless and scalable customer experiences from onboarding through the entire client lifecycle. By automating workflows, enhancing collaboration, and ensuring strong security and compliance, Setuply optimizes the entire client journey.
Headquartered in Portsmouth, NH, Setuply combines industry expertise with advanced technology to support organizations in optimizing customer interactions from initial onboarding to ongoing engagement.
For more information, visit Setuply.com or connect with us via LinkedIn, X, or Instagram.
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