xBit Digital Case Management is Now SOC 2 Compliant 🎉

We’re excited to share a significant milestone in our journey at xBit Digital Case Management: we are officially SOC 2 compliant!

This achievement reflects our commitment to safeguarding customer data and ensuring that the security, availability, and confidentiality of our systems are built on a strong foundation. In today’s digital landscape, where cybersecurity threats are ever-increasing, we believe it's critical to invest early in a robust security posture—and SOC 2 is a key part of that investment.

What is SOC 2 & Why It Matters

SOC 2 (Service Organization Control 2) is a security framework developed by the American Institute of Certified Public Accountants (AICPA). A SOC 2 audit evaluates an organization’s policies, procedures, and controls to ensure they’re designed and operating effectively to manage customer data securely.

A SOC 2 report not only confirms that proper controls are in place—it’s a public signal of trust. It shows our customers, partners, and stakeholders that protecting their data is not just a promise—it’s something we’ve validated through rigorous third-party assessment.

Why We Pursued SOC 2 Now

At this stage of xBit’s growth, we knew it was the right time to pursue SOC 2 compliance. As our platform continues to evolve, so does the responsibility to protect the sensitive data that flows through our system. Earning SOC 2 compliance is not only a proactive move toward reducing security risks but also a reflection of our dedication to transparency and customer trust.

We view SOC 2 as more than a checkbox—it’s a long-term commitment. That’s why we’re planning to renew our SOC 2 report annually, ensuring our controls continue to meet the highest standards over time.

Our Journey to SOC 2 Compliance

Achieving SOC 2 compliance was no small feat, but thanks to the right partners and a focused internal team, we streamlined the process and hit our goals with speed and precision.

Partnering with Vanta

To help us automate and manage the compliance process, we partnered with Vanta, the leader in trust management and security automation. Vanta integrated with our key systems, guided us through the policy implementation process, and ensured we were audit-ready in a matter of weeks. Their platform gave us the foundation we needed to build and maintain strong security practices.

Working with Advantage Partners

For the audit itself, we partnered with Advantage Partners, who brought deep expertise and a collaborative approach to the table. They supported us throughout the readiness and audit phases, making what could have been a daunting task feel manageable and smooth. After assessing our controls, Advantage Partners issued our official SOC 2 Type II report.

Timeline and Lessons Learned

Preparing for SOC 2 requires planning, coordination, and commitment—but it’s entirely achievable with the right focus. For us, the most time-intensive phase was the initial readiness work, but by prioritizing compliance and using tools like Vanta, we were able to accelerate that timeline significantly.

We worked closely with Advantage Partners to align on our audit timeline, set clear milestones, and work backwards from our target date. Now that our systems and policies are in place, we’re confident that future audits will be even more seamless.

What’s Next?

While achieving SOC 2 compliance is a big milestone, it’s just one part of our ongoing mission to build a secure, trustworthy digital case management platform. Our next steps include continuing to enhance our security infrastructure, iterating on our internal processes, and renewing our SOC 2 compliance annually.

At xBit Digital Case Management, we take trust seriously. This achievement is proof of that commitment—and we’re just getting started.