Ivo | Trust Center
Ivo AI Trust Center
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Monitoring

Continuously monitored by Secureframe

A real time updated section for our current security posture. These link directly to our practices and policies.

Resources

Request security resources, such as our compliance reports, penetration test reports and technical overviews.

SOC2 Type II Report

For the Period September 09, 2023 to September 08, 2024

Technical Overview

Provides common technical/security questions. Includes a High Level Architecture Diagram and details on Data Retention, AI Training, RBAC and Encryption.

Penetration Test Attestation

An attestation summary of Ivo's most recent penetration test

CAIQLite-v4.3

Completed CAIQlite v4.3 assessment provides visibility into our security controls and compliance posture.

Privacy Policy

More background on the data we collect and how it is used

Terms of Service

Ivo's terms for end users

Compliance

We adhere to the highest standards of security.

SOC 2 Type 2

Achieved October 2024

GDPR

Protect the personal data and privacy of EU citizens for transactions that occur within EU member states

CCPA

California Consumer Privacy Act, is legislation designed to improve the data privacy of California residents

Subprocessors

Our third-party service providers who process data in order to help deliver our core services.

Microsoft Azure

Ivo uses Microsoft Azure as a Cloud Service Provider.

Data location: US

Google Cloud Platform

Ivo uses Google Cloud Platform as a Cloud Service Provider.

Data location: United States

Open AI

Ivo uses Open AI for Generative AI services.

Data location: United States

Intercom Inc.

Ivo uses Intercom for support articles.

Data location: United States

June

Ivo uses June for Analytics.

Data location: United States

Sentry.io

Ivo uses Sentry.io for logging and application monitoring.

Data location: United States

Pylon

Ivo uses Pylon for live chat and customer success on Ivo. Effective: 10th May 2025

Data location: US

Slack (Ivo Assistant)

Only applicable to users of Ivo Assistant. Used for automation and approval workflows.

Data location: US

Zapier (Ivo Assistant)

Only applicable to users of Ivo Assistant. Used for automation and approval workflows.

Data location: US

Monitoring

Vulnerability Management

Third-Party Penetration Test
A 3rd party is engaged to conduct a network and application penetration test of the production environment at least annually. Critical and high-risk findings are tracked through resolution.
Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Change Management

Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Segregation of Environments
Development, staging, and production environments are segregated.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Baseline Configurations
Baseline configurations and codebases for production infrastructure, systems, and applications are securely managed.

Availability

Testing the Business Continuity and Disaster Recovery Plan
The Business Continuity and Disaster Recovery Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Business Continuity and Disaster Recovery Plan based on the test results.
Uptime and Availability Monitoring
System tools monitors for uptime and availability based on predetermined criteria.
Backup Restoration Testing
Backed-up data is restored to a non-production environment at least annually to validate the integrity of backups.
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.

Organizational Management

Independent Advisor
The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Performance Reviews
Internal personnel are evaluated via a formal performance review at least annually
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
New Hire Screening
Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.

Confidentiality

Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
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.

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.

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.
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.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
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.

Network Security

Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.

Access Security

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.
Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.
Encryption-at-Rest
Service data is encrypted-at-rest.
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
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

Communications

Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Description of Services
Descriptions of the company's services and systems are available to both internal personnel and external users.
Terms of Service
Terms of Service or the equivalent are published or shared to external users.
Communication of Critical Information
Critical information is communicated to external parties, as applicable.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.
Confidential Reporting Channel
A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.