Heyflow is now SOC2 Type II certified

TL;DR: Heyflow achieved SOC 2 Type II compliance audited by Prescient Assurance for the period May 13, 2025 – August 14, 2025, covering Trust Services Criteria Security and Confidentiality. The independent attestation confirms our controls were designed and operated effectively over time. SOC 2 reports are governed by the AICPA Trust Services Criteria for Security and Confidentiality.

Why SOC 2 Certification is a Testament to Compliance and Security

In today’s digital landscape, trust is everything. For B2B SaaS buyers, SOC 2 Type II is a clear signal that a vendor treats your data like a first class asset. At Heyflow, earning SOC 2 Type II shows our ongoing commitment to protecting your information, not just on paper but in daily operations. If you work in finance, insurance, healthcare, or any data driven industry, this matters. SOC 2 is defined by the AICPA’s Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, Privacy). SOC 2 compliance gives your teams confidence that sensitive data is handled with enterprise grade safeguards, monitored continuously, and tested by an independent auditor. In short, you get a partner you can trust, proof you can share with stakeholders, and a faster path through legal and procurement

Why SOC 2 Certification is Important for Heyflow’s B2B Customers

For Heyflow’s B2B clients, SOC 2 Type II certification translates into tangible business value. Here is how it helps your team move faster with confidence.

1) Trust and proven security

Independent testing over time verifies that our controls do what they are supposed to do. Your customer and lead data stays protected, and you can point to a third party report that confirms Heyflow operates with rigorous, enterprise-grade security every day.

2) Faster procurement and fewer blockers

Bring your legal, security, and procurement teams the answers they need on day one. A current SOC 2 Type II report satisfies most security questionnaires up front, helping marketers secure approvals and get campaigns live without weeks of back-and-forth.

3) Lower risk and higher reliability

Our controls align to the Trust Services Criteria for Security and Confidentiality. The result is fewer security surprises, fewer outages, and a partner that is ready to respond if something happens.

4) Easier compliance and audits for you

Leverage our evidence instead of recreating it. Your auditors can rely on our SOC 2 Type II report, which reduces the documentation you need to collect and helps map to requirements you already care about, like GDPR and ISO 27001.

5) Clear market signal and competitive edge

SOC 2 Type II is a trust mark your stakeholders recognize. It differentiates Heyflow from vendors without equivalent oversight, strengthens our reputation inside your organization, and supports stronger contractual commitments around security and incident response.

Understanding the Difference Between SOC 2 Type I and Type II

SOC 2 Type I and Type II are both important certifications, but they serve different purposes. Type I evaluates control design at a point in time; Type II tests those controls operating effectively over a defined period. 

• SOC 2 Type I
  A point-in-time snapshot. It confirms that the right policies and controls are designed and documented on a specific date. Think of it as, do the controls exist and make sense right now.

• SOC 2 Type II
  Proof in motion. It tests those same controls over a sustained period, typically 3 to 12 months, to show they operate as intended day after day. This is the deeper level of assurance buyers look for. Heyflow’s SOC 2 Type II certification signals an ongoing, audited commitment to security and compliance, which is especially valuable for teams in regulated or data sensitive industries.

Heyflow’s Commitment: Successfully Achieving SOC 2 Type II Certification

Earning SOC 2 Type II was not a checkbox exercise. It was a company wide program to raise the bar on how we protect customer data every day.

Policy development and modification

We started with the foundation. Heyflow reviewed, established, and refined internal policies to align with SOC 2 requirements. Clear ownership, documented procedures, and practical guardrails ensured our teams knew exactly how to handle data, access, change management, and incident response.

Infrastructure and process enhancement

Next, we upgraded how our systems run. Heyflow strengthened technical infrastructure and day to day processes so they match the rigor SOC 2 Type II expects. From how data is stored and processed to how changes are deployed and monitored, our workflows were tuned to meet enterprise standards for security and privacy.

Independent audit

Finally, we put our work to the test. An independent auditor examined the design and the operating effectiveness of our controls over a defined period. The result validated that Heyflow’s controls perform consistently in real life, not just on paper.

This end to end effort shows what customers can expect from Heyflow. Documented policies. Mature processes. Independently tested controls that hold up over time. In short, SOC 2 Type II confirms our commitment to protect your data and to be a partner your legal, security, and procurement teams can trust.

Conclusion

Achieving SOC 2 Type II certification is a major milestone for Heyflow and a clear signal to your teams that security is built into how we operate every day. For B2B buyers, it means peace of mind that customer and lead data is handled with enterprise grade controls, monitored continuously, and validated by an independent auditor. In practice, this speeds up procurement, reduces security reviews, and strengthens trust across stakeholders, from marketing to legal to IT.

Want to review the certificate and dive deeper into our program, including policies, uptime, and ongoing audits? Visit our Trust Center: https://trust.heyflow.com/

FAQs

• What did Heyflow achieve? Heyflow achieved SOC 2 Type II compliance for May 13, 2025 – August 14, 2025, audited by Prescient Assurance, covering Security and Confidentiality.

• Why does Type II matter vs. Type I? Type II proves controls operate effectively over time, not just that they exist on a given day.

• Which Trust Services Criteria are covered? Security and Confidentiality as defined by the AICPA.

• How can I access the report? Customers can request our latest report through the Heyflow Trust Center.

Fact Sheet