Is ClickUp SOC 2 Compliant

Discover if ClickUp meets SOC 2 compliance standards for data security and privacy in this detailed article.

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Reviewed by Jeff Harms

Director, Advisory Services at OCD tech

Updated Oct, 3

Guide

Is ClickUp SOC 2 Compliant

 

Short Answer

 

Yes, ClickUp is SOC 2 compliant as it has undergone rigorous third‐party audits, but achieving and maintaining compliance in your organization also depends on proper configuration and ongoing management.

 

In-Depth Explanation

 

ClickUp has successfully met the demanding requirements for SOC 2 compliance, meaning it has demonstrated strong controls in areas such as security, availability, processing integrity, confidentiality, and privacy. This compliance is verified through independent audits, assuring users that the platform follows strict guidelines to protect data. However, it’s important to remember that while ClickUp provides a secure and compliant platform by design, your organization’s overall compliance stance depends on how you implement and manage its features.

If you’re new to this information, here are some key points to consider:

  • SOC 2 Compliance Explained: SOC 2 is a set of standards set by the American Institute of CPAs (AICPA) that evaluate how companies handle data based on strict criteria. It ensures that service providers, like ClickUp, maintain well-defined controls around data protection and privacy.

  • ClickUp's Role: By achieving SOC 2 compliance, ClickUp demonstrates that it has implemented necessary security measures and best practices. This reduces risk and adds a layer of trust when you use the platform to manage sensitive data.

  • Proper Use and Configuration: Even though ClickUp meets SOC 2 standards, organizations must configure the tool correctly and maintain proper security protocols to uphold their own compliance. The technology supports you, but your internal policies and procedures play a crucial role in overall compliance.

  • Consulting and Readiness Assessment: For organizations unsure about how to set up or optimize their use of ClickUp for SOC 2 compliance, working with experts can be beneficial. We at OCD Tech specialize in consulting and readiness-assessment services to guide you through the entire process, ensuring that every control and process is configured to support sustained compliance.

In summary, while ClickUp is built to meet SOC 2 controls, your compliance journey is a shared effort between the platform’s robust features and your organization’s diligent management of security measures. If you have any more questions or need tailored advice, feel free to reach out to experts like us at OCD Tech.

 

Achieve SOC 2 on ClickUp—Fast & Secure

Don’t let security gaps slow you down. Partner with OCD Tech’s seasoned cybersecurity experts to tailor a robust, framework-aligned protection plan for your ClickUp. From uncovering hidden vulnerabilities to mapping controls against SOC 2, we’ll streamline your path to certification—and fortify your reputation.

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What is...

Explore how ClickUp integrates SOC 2 compliance to ensure secure, reliable project management and protect your data with industry-leading standards.

What is ClickUp

 

What is ClickUp?

 

ClickUp is a comprehensive work management and productivity platform that centralizes project tracking, team collaboration, and document sharing. Tailored for modern enterprises, it features robust data security protocols essential for SOC 2 compliance, including advanced encryption, role-based access controls, and detailed audit logs. These features help organizations ensure that sensitive data is managed securely while meeting regulatory standards, making ClickUp a favored choice for teams focused on cybersecurity and compliance.

  • Centralized task and project management.
  • Advanced encryption and access control mechanisms.
  • Comprehensive audit logs meeting SOC 2 standards.
 

What is SOC 2

 

Understanding SOC 2 in the Context of ClickUp

 

SOC 2 is an auditing standard focused on data security, availability, confidentiality, and privacy. For a platform like ClickUp, SOC 2 compliance demonstrates robust cybersecurity protocols and control measures that protect user data while ensuring operational integrity. It is essential for verifying the safe processing and storage of sensitive information.

Key aspects include:

  • Strong security controls that prevent unauthorized access.
  • Data confidentiality measures protecting sensitive user information.
  • Proactive monitoring and risk management practices.
  • Regular independent audits enhancing transparency and trust.

Achieving SOC 2 compliance reinforces ClickUp’s commitment to stringent cybersecurity standards and builds confidence among its users.

 

Secure Your Business with Expert Cybersecurity & Compliance Today

Implementing Security Settings

For a detailed breakdown of the specific security configurations needed for compliance, our article provides a comprehensive walkthrough.

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Frequently asked questions

What services does OCD Tech provide?

OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.

Which industries does OCD Tech serve?

OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.

How long does an IT security assessment take?

Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.

Why should I get SOC 2 compliant?

SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.

Can OCD Tech help me with federal cybersecurity regulations?

Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.

What is a virtual CISO (vCISO), and do I need one?

A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.

Does OCD Tech offer ongoing security training or audits for staff?

Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

Audit. Security. Assurance.

IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.

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