Snapshot 17752
Normalized text
Scripts and page chrome removed; this is what change detection compares.
Knowde | Trust Center Knowde Trust Center We value your privacy See Resources Monitoring Continuously monitored by Secureframe View all Compliance We adhere to the highest standards of security and privacy SOC 2 Type 2 Service Organization Controls (SOC 2) (Type II) trust services principles ISO 27001 ISO/IEC 27001:2022 information security, cybersecurity and privacy protection ISO 27701 ISO/IEC 27701:2019 Extension to ISO/IEC 27001 for privacy information management GDPR Protect the personal data and privacy of EU citizens for transactions that occur within EU member states CCPA California Consumer Privacy Act, is legislation designed to improve the data privacy of California residents PIPEDA Protect the personal data and privacy of Canadian citizens for transactions that occur within Canada EU US DPF, UK and Swiss Extension to the EU-U.S. DPF Provide U.S. organizations with reliable mechanisms for personal data transfers to the US from the EU, UK, and Switzerland Resources SOC 3 Report Period March 1, 2025 to January 31, 2026 ISO 27001 Certificate ISO 27001:2022 certificate (June 19, 2026) ISO 27701 Certificate ISO 27701:2019 certificate (June 27, 2024) Knowde Security and Compliance Overview Overview of Security and Privacy Program Knowde Penetration Test Pentration testing executive summary report Privacy Portal Knowde privacy portal CXP Data Processing Addendum Agreement between Knowde and Data Processors for CXP sites Knowde Status System status page for all Knowde services Subprocessors Amazon Web Services Cloud Computing Service Data location: EU & US Anthropic Artificial Intelligence Data location: US Avalara Tax Data location: US Census Data Synchronization Data location: US ChRobinson Shipping Data location: US dbt Data Analytics Data location: US Fivetran Data Sync and Logging Data location: US AtData (Fresh Address) Email Validation Service Data location: US FullStory Digital Intelligence Data location: US View all Monitoring Change Management Production Data Use is Restricted Production data is not used in the development and testing environments, unless required for debugging customer issues. Baseline Configurations Baseline configurations and codebases for production infrastructure, systems, and applications are securely managed. Configuration and Asset Management Policy A Configuration and Asset Management Policy governs configurations for new sensitive systems Approval for System Changes System changes are approved by at least 1 independent person prior to deployment into production. Secure Development Policy A Secure Development Policy defines the requirements for secure software and system development and maintenance. Change Management Policy A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes. Segregation of Environments Development, staging, and production environments are segregated. Availability High Availability Configuration The system is configured for high availability to support continuous availability, when applicable. Uptime and Availability Monitoring System tools monitors for uptime and availability based on predetermined criteria. Backup Restoration Testing Backed-up data is restored to a non-production environment at least annually to validate the integrity of backups. Business Continuity and Disaster Recovery Policy Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption. Testing the Business Continuity and Disaster Recovery Plan The Business Continuity and Disaster Recovery Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Business Continuity and Disaster Recovery Plan based on the test results. Organizational Management Performance Reviews Internal personnel are evaluated via a formal performance review at least annually Performance Review Policy A Performance Review Policy provides personnel context and transparency into their performance and career development processes. Background Checks Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws. Roles and Responsibilities Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system. Information Security Policy An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data. Organizational Chart Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel. Acceptable Use Policy An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access. New Hire Screening Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire. Advisor Meetings on Security Senior management and/or board of directors meets at least annually to review business goals, company initiatives, resource needs, risk management activities, and other internal/external matters. The information security team meets at least annually to discuss security risks, roles & responsibilities, controls, changes, audit results and/or other matters as necessary. Information Security Program Review Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually. Cybersecurity Insurance Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events. Internal Control Monitoring A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements. Independent Advisor The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity. Personnel Acknowledge Security Policies Internal personnel review and accept applicable information security policies at least annually. Disciplinary Action Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies. Code of Conduct A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance. Security Awareness Training Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security. Internal Control Policy An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies. Confidentiality Retention of Customer Data Procedures are in place to retain customer data based on agreed-upon customer requirements or in line with information security policies. Data Classification Policy A Data Classification Policy details the security and handling protocols for sensitive data. Data Retention and Disposal Policy A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations. Disposal of Customer Data Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements. Access to Customer Data is Restricted Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege. Vulnerability Management Vulnerability Scanning Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis. Vulnerability and Patch Management Policy A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities. Third-Party Penetration Test A 3rd party is engaged to conduct a network and application penetration test of the production environment at least annually. Critical and high-risk findings are tracked through resolution. Incident Response Tracking a Security Incident Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan. Incident Response Plan An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution. Incident Response Plan Testing The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results. Lessons Learned After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations. Risk Assessment Vendor Due Diligence Review Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis. Risk Register A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy. Risk Assessment and Treatment Policy A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy. Vendor Risk Management Policy A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle. Risk Assessment Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats. Vendor Risk Assessment New vendors are assessed in accordance with the Vendor Risk Management Policy prior to engaging with the vendor. Reassessment occurs at least annually. Network Security Network Security Policy A Network Security Policy identifies the requirements for protecting information and systems within and across networks. Network Traffic Monitoring Security tools are implemented to provide monitoring of network traffic to the production environment. Restricted Port Configurations Configurations ensure available networking ports, protocols, services, and environments are restricted as necessary, including firewalls. Automated Alerting for Security Events Alerting software is used to notify impacted teams of potential security events. Logging and Monitoring for Threats Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable. Endpoint Security Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption Access Security Administrative Access is Restricted Administrative access to production infrastructure is restricted based on the principle of least privilege. Encryption and Key Management Policy An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls. Removal of Access Upon termination or when internal personnel no longer require access, system access is removed, as applicable. Asset Inventory A list of system assets, components, and respective owners are maintained and reviewed at least annually Encryption-in-Transit Service data transmitted over the internet is encrypted-in-transit. Encryption-at-Rest Service data is encrypted-at-rest. Access Control and Termination Policy An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks. Least Privilege in Use Users are provisioned access to systems based on principle of least privilege. Complex Passwords Personnel are required to use strong, complex passwords and a second form of authentication to access sensitive systems, networks, and information User Access Reviews System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities. Physical Security Physical Security Policy A Physical Security Policy that details physical security requirements for the company facilities is in place. Communications Terms of Service Terms of Service or the equivalent are published or shared to external users. Privacy Policy A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments. Description of Services Descriptions of the company's services and systems are available to both internal personnel and external users. Communication of Critical Information Critical information is communicated to external parties, as applicable. Communication of Security Commitments Security commitments and expectations are communicated to both internal personnel and external users via the company's website. Confidential Reporting Channel A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.