Tax compliance technology firm Comply Exchange has achieved SOC 2 compliance, marking a significant step in its effort to provide clients with independently validated assurance over the security and integrity of sensitive financial data.
The certification, awarded against the American Institute of Certified Public Accountants’ (AICPA) recognised auditing framework, confirms that the controls underpinning the Comply Exchange platform have been assessed across five Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy.
The achievement arrives at a moment when organisations are placing greater scrutiny on the vendors handling their regulated data. For firms managing tax documentation, withholding obligations, and IRS form workflows, the stakes around vendor risk management have grown considerably. SOC 2 compliance signals that Comply Exchange has built and maintained a control environment capable of meeting those heightened expectations.
Comply Exchange CEO David Marley said, “Security, confidentiality, and trust are foundational to everything we do at Comply Exchange.
“Our clients rely on us to help manage some of their most sensitive tax and compliance data, and achieving SOC 2 compliance provides independent validation of the controls and processes we have built to support that responsibility. This milestone reflects our ongoing commitment to maintaining the highest standards of security, governance, and operational excellence.”
The SOC 2 certification adds to an already established security posture. Comply Exchange continues to hold ISO 27001 certification, the internationally recognised standard for information security management systems, underscoring the company’s long-standing investment in operational resilience and continuous improvement.
Further reinforcing its market position, Comply Exchange was recently named to the AIFinTech100, an acknowledgement of its application of AI-driven technologies to simplify tax compliance, reduce operational burden, and improve efficiency across documentation, withholding, and reporting workflows.
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