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Trust Center

Security, privacy, compliance — every control.

OmniTakeoff handles bid-day data for hundreds of contractors. Every control we've implemented, every audit we've passed, every subprocessor we use. Public page; no sales gate.

SOC 2 program
Status under NDA
GDPR + CCPA
Production DSR endpoints
AES-256 + TLS 1.3
Encryption everywhere
Audit log
7-year retention

Security

Controls in production

What we've built and what we maintain. All controls documented in our SOC 2 control matrix.

  • Encryption at rest (AES-256)

    In place

    All customer data encrypted at rest via AWS KMS-managed keys. Per-org key isolation on Enterprise tier.

  • Encryption in transit (TLS 1.3)

    In place

    All HTTPS endpoints use TLS 1.3. Internal service traffic also TLS-encrypted via service mesh.

  • Postgres Row-Level Security (RLS)

    In place

    Multi-tenant isolation enforced at the database layer via PostgreSQL RLS policies. Defense-in-depth alongside app-layer org-scoping.

  • Audit logging

    In place

    Every write operation produces an audit log entry with user, org, action, resource, IP, user-agent. Retained 7 years.

  • Authentication: 2FA + SSO

    In place

    TOTP 2FA for all users. SAML SSO + SCIM provisioning on Enterprise tier.

  • Penetration testing

    In place

    Annual third-party penetration testing program. Findings are tracked + remediated; specific dates and reports are shared with customers under NDA rather than published.

  • Secret rotation

    In place

    API keys rotated quarterly. Database credentials rotated monthly via AWS Secrets Manager.

  • Vulnerability scanning

    In place

    Snyk + Dependabot scan all dependencies daily. Critical CVEs patched within 24 hours.

Compliance

Certifications + frameworks

  • SOC 2 program

    In progress

    SOC 2 program is in progress with an independent audit firm. Pre-audit controls documentation + current attestation status shared under NDA.

  • GDPR data subject rights

    In place

    Production endpoints for data export + deletion + access requests. 30-day SLA.

  • CCPA / CPRA compliance

    In place

    Sec-GPC opt-out signal honored. Data-subject requests handled within statutory windows.

  • ISO 27001

    Planned

    On the long-term roadmap. Not yet certified; we will not claim certification until the certificate is issued.

  • HIPAA Business Associate Agreement

    In place

    BAA available for healthcare customers. Stack already supports HIPAA-grade controls.

  • FedRAMP

    Planned

    On the long-term roadmap for federal customers. Not yet certified.

Privacy

Data handling controls

  • Data residency

    In place

    AWS US-East + US-West by default. EU regions on Enterprise. Single-region deployment available with custom contract.

  • AI training opt-out

    In place

    Per-org training only — we never train cross-org models on customer data. Anonymized aggregate metrics may inform product priorities.

  • Subprocessor list

    In place

    Public list of all subprocessors on this page. We notify customers 30 days before adding new subprocessors.

  • Data retention controls

    In place

    Configurable retention policies per project. Default: indefinite for active projects, 7 years for archived. Customer-controlled.

  • Right to deletion

    In place

    Self-serve org-deletion with 30-day grace period. Hard-delete on request.

Subprocessors

Third parties we use

We notify customers 30 days before adding new subprocessors. Live list updated when changes are made.

SubprocessorPurposeRegion
AWSInfrastructure, storage, computeUS + EU
Anthropic (Claude)AI consensus reconciler primary providerUS
OpenAI (GPT)AI consensus reconciler secondaryUS
Google (Gemini)AI consensus reconciler tertiaryUS
StripeBilling + payment processingUS
SentryError monitoring + alertingUS
DatadogInfrastructure monitoring + APMUS
PostmarkTransactional email deliveryUS

Reports + documentation

What we'll share

SOC 2 program

Current attestation status + available reports shared under mutual NDA. We don't publish specific completion dates because audit timing depends on the auditor's schedule.

Pen test summary

Executive summary of latest pen test (2026 Q1) under mutual NDA.

DPA

Data Processing Addendum at /legal/dpa. Standard contract clauses, GDPR-aligned.

Need a security review?

Email security@omnitakeoff.com

Most security questionnaires (CAIQ, SIG, custom) we can complete within 5 business days. Email with your timeline.

Trust Center — OmniTakeoff