SOC 2 Type II

Report issued March 15, 2026 by Hollis & Grant LLP

What the audit covers

An independent CPA firm tested our controls over twelve months, not on a single day. The report sets out each control, how it was tested and what the auditor found.

Security

Access control, encryption, change management and incident response

In scope

In scope

Availability

Uptime commitments, backups and tested recovery

In scope

In scope

Confidentiality

How customer documents are classified, kept and deleted

In scope

In scope

Processing integrity

Proviso does not process payments or transactions

Not in scope

Not in scope

Privacy

Covered by our GDPR and CCPA commitments instead

Not in scope

Not in scope

Request the SOC 2 Type II report

We share the full report under NDA, usually within one business day. Customers can download it from Settings in their workspace.

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