Security & Data Protection
4.8/5Trusted by 10,000+ finance teams
Enterprise-Grade Security for Financial Data
Your financial data is sensitive. We treat it that way. DocuClipper is built with bank-level security, strict access controls, and audited compliance frameworks to protect your data at every layer.
4.8/5Trusted by 10,000+ finance teamsSOC 2
Type II certified — audited with zero exceptions
AES-256
Encryption for all data at rest and in transit
10K+
Businesses trusting DocuClipper with financial data
Security controls built for high-trust workflows
Reduce security review friction for lenders, accountants, and enterprise buyers with controls that are audited, documented, and continuously maintained.
SOC 2 Certified (Type II)
Our controls are independently audited for security, availability, and confidentiality. Our audit was completed with zero exceptions.
Encryption in transit and at rest
We use AES-256 encryption with secure SSL/TLS protocols to protect data in transit and in secure datastores at rest.
Secure AWS infrastructure
DocuClipper runs on Amazon Web Services with resilient infrastructure, network isolation, and hardened security controls.
Continuous monitoring
We use intrusion detection, real-time monitoring, log analysis, and vulnerability management to detect and respond early.
Strict access controls
Role-based access controls, MFA, encrypted remote access, and regular access reviews enforce least privilege across systems.
Regular audits and testing
Security is validated with annual audits (including Intuit review), penetration testing, and ongoing internal control assessments.
Data privacy and ownership
Your data belongs to you. We do not sell or share it, and you can delete your data at any time from your account.
Backup and disaster recovery
Automated backups, tested recovery procedures, and business continuity planning keep your operations resilient.
Organizational security
Security training, background checks, confidentiality agreements, and strict change management support secure operations.
Data retention by plan
Automatic retention limits reduce risk exposure, and you can delete your data at any time.
PlanRetention period
Starter / Professional30 days
Business2 years
Enterprise5 years
Built for high-trust use cases
Trusted by teams handling bank statements, tax forms, and sensitive financial records.
Accountants and CPA firmsLenders and underwriting teamsForensic investigatorsFinancial institutions
Security documentation and enterprise requests
Need more detail for procurement or vendor review? We can provide security questionnaires, SOC 2 reports, architecture overviews, and NDA agreements.
Contact: support@docuclipper.com
Frequently asked questions
Yes. DocuClipper is SOC 2 Type II certified, with controls audited for security, availability, and confidentiality.
Data is encrypted in transit using SSL/TLS and encrypted at rest using AES-256. We also apply strict access controls and continuous monitoring.
You do. We do not sell or share your data with third parties. Data is only used to provide the service and can be deleted by you at any time.
Starter and Professional plans retain data for 30 days. Business retains data for 2 years. Enterprise retains data for 5 years.
Yes. We can provide security questionnaires, SOC 2 reports, architecture overviews, and NDA agreements for enterprise reviews.