Self Bill Pro | Trust Center

Self Bill Pro

Trust Center
Welcome to Self Bill Pro’s Trust Center. It is designed to provide transparency into our security program, and our commitment to protecting your data. Here you will find information about established security controls, compliance standards and subprocessors.
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Compliance

SOC 2 Type 2

Observation period April 01, 2024 - June 30, 2024

SOC 2 Type 1

HIPAA

Resources

SOC 2 Type 2 Report

Observation period April 01, 2024 - June 30, 2024

SOC 2 Type 1 Report

As of May 05, 2024

HIPAA Compliance Report

As of June 30, 2024

Penetration Test Report

Performed in October 2024

Monitoring

Continuously monitored by Secureframe

Subprocessors

ShareFile

File management

Data location: US

ShareFile

File management

Data location: US

Monitoring

Access Security

Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.
User Access Reviews
System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Encryption-in-Transit
Service data transmitted over the internet is encrypted-in-transit.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually

Confidentiality

Disposal of Customer Data
Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Retention of Customer Data
Procedures are in place to retain customer data based on agreed-upon customer requirements or in line with information security policies.

Availability

Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.

Incident Response

Lessons Learned
After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations.
Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Incident Response Plan Testing
The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Network Security

Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Network Traffic Monitoring
Security tools are implemented to provide monitoring of network traffic to the production environment.
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.

Change Management

Segregation of Environments
Development, staging, and production environments are segregated.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Software Change Testing
Software changes are tested prior to being deployed into production.
Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.

Risk Assessment

Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.