PlanSource
SafeBaseVerified May 2026PlanSource Compliance & Certifications
SOC 2 Type IIISO 27001HIPAACCPA
Frequently Asked Questions
Does PlanSource have SOC 2 Type II?
Yes. PlanSource holds SOC 2 Type II, ISO 27001, HIPAA, CCPA certifications. You can view their trust center at trust.plansource.com for full security and compliance documentation.
Where can I find PlanSource's security documentation?
PlanSource publishes their trust center on SafeBase at trust.plansource.com. It includes security policies, compliance certifications (SOC 2 Type II, ISO 27001, HIPAA, CCPA), and other documentation.
Does PlanSource have ISO 27001 certification?
Yes, PlanSource is ISO 27001 certified. This international standard confirms they have implemented a comprehensive information security management system (ISMS).
Is PlanSource HIPAA compliant?
Yes, PlanSource is HIPAA compliant and can support healthcare organizations that handle protected health information (PHI).