Security
Your clients’ data, protected.
When you handle sensitive client data, security isn’t a feature — it’s the foundation. Coco is built to the standards the largest firms demand.
- SOC 2 Type II
- Encrypted everywhere
- No AI training on your data
- You approve every piece of work
How we protect your data
Security in every layer.
Trusted data storage
Flexible storage options designed to match different data sensitivity levels and compliance needs. Your confidential data remains secure and private to you.
No AI training
Your data is never used to train or fine-tune any AI models. We use commercial AI infrastructure with strict data processing agreements that prohibit model training on customer data.
Strict access controls
Every access request is verified and logged. Your data is only accessible to authorized users, and our team requires written approval to access customer data for support purposes.
Encryption everywhere
All data is encrypted in transit using TLS 1.3 and at rest using AES-256. Encryption keys are managed through AWS KMS with automatic rotation.
Certifications & compliance
Audited, documented, and in your control.
Our dedicated compliance site, with the detail on our certifications and security program, is at compliance.combinely.ai.
SOC 2 Type II
We’ve completed a rigorous independent audit of our security controls against the Trust Services Criteria. Our SOC 2 Type II report is available on request.
Visit the compliance siteData Processing Agreement
Our published Data Processing Agreement sets out exactly how we handle your clients’ data, alongside a full list of our subprocessors.
Data Processing AgreementYou stay in control
Coco prepares the work and flags what needs your judgment. Nothing is finalized until someone at your firm reviews and approves it.
Policies & documents
References and full reports: available on request via compliance.combinely.ai.
Questions about security?
We’re happy to talk through our security practices, share our SOC 2 report, or set up a dedicated security review call with your team.