SOC 2 Type 2 Compliance: How Quik! Prioritizes Trust and Data Security

In an Age of Rising Cyber Threats, Trust Must Be Earned—Continuously

Trust is the cornerstone of any relationship, especially in finance. Quik! has earned that trust by achieving SOC 2 Type 2 compliance, demonstrating our unwavering commitment to safeguarding your sensitive financial information.

This rigorous, independent audit verifies that we adhere to the highest standards of security and privacy.

But what exactly does SOC 2 compliance mean — and why should it matter to you?

Understanding SOC 2 Type 2

SOC 2 is a comprehensive auditing standard developed by the American Institute of CPAs (AICPA). It sets strict criteria for how service organizations should manage customer data based on five trust service principles:

1. Security: Organizations must have policies and procedures in place that protect against unauthorized access, both physical and logical.

2. Availability: Businesses need reliable infrastructure designed for maximum uptime so customers can consistently access services when needed.

3. Processing Integrity: Controls should ensure accurate processing of customer data without corruption or unauthorized alteration.

4. Confidentiality: Organizations must implement measures to safeguard sensitive information from unauthorized disclosure and use.

5. Privacy: Personal data must be protected, with controls in place that ensure compliance with privacy laws and regulations.

   
   

A SOC 2 Type 2 audit specifically examines the effectiveness of a service organization’s controls and procedures to ensure they are securely managing customer data. We submit hundreds of data points and evidence to support the SOC 2 audit process, which evaluates our controls based on industry-recognized best practices across security and other trust service criteria.

For firms onboarding hundreds of advisors or processing sensitive financial documents daily, these controls aren’t just best practices—they’re essential for maintaining operational trust, minimizing risk, and supporting scale.

Our Commitment to Data Security

Quik! has successfully completed annual SOC 2 Type 2 audits since 2022. This achievement reflects our ongoing dedication to data protection and our commitment to providing a secure solution for your information.

The audit, conducted by A-Lign, a leading cybersecurity and compliance firm, encompasses an entire year’s worth of practices maintained by Quik! to ensure the highest level of security and availability.

Security Features

In addition to SOC 2 compliance, Quik! employs robust security measures to protect your data, including:

• Multi-Factor Authentication (MFA): This adds an extra layer of security by requiring users to provide multiple forms of identification before accessing their accounts.

• PCI DSS Compliance: This protects cardholder data through a set of technical and operational requirements.

  
  

Best Practices for Data Privacy

Quik! maintains a secure solution, but strong security is always a joint effort. While your team likely already follows internal protocols, it’s worth reinforcing a few small habits that—when combined with enterprise-grade safeguards—help close the loop on risk:

• Turn on multi-factor authentication (MFA) wherever possible. It provides an extra layer of account protection.

• Update your passwords regularly. Use at least 12–16 characters with a mix of letters, numbers, and symbols.

• Use a password manager. It’s the most secure way to generate and store complex, unique passwords for every account.

• Stay alert to phishing scams. Don’t click links or download attachments from unexpected or suspicious sources.

  
  

By combining Quik!’s robust security features with your own vigilance, you create a truly secure environment for your financial information.

Ready to Strengthen Your Security Strategy?

Want to see how Quik! fits into your broader compliance and onboarding processes? Let’s talk about how we can support your goals—securely and efficiently.

Transparency and Trust

We believe in transparency and want you to feel confident that your data is in safe hands. Prospective or current customers may request our SOC 2 attestation report under NDA by contacting us at security@quikforms.com.