Estateably | Trust Center
Security at Estateably
At Estateably, the security and privacy of your client data is our top priority. We’ve built our product according to the highest security standards and industry best practices. Estateably meets SOC2 compliance standards, and we regularly conduct comprehensive audits of our applications, systems, and networks to ensure that your data is always protected.
View & Request Policy Documents

Compliance

Request a copy of our audit reports and penetration testing results.

SOC 2 Type 2

Final SOC 2 Type 2 audit report

PCI

Full PCI-DSS audit report

Penetration Testing

Annual penetration testing results

Resources

IT Infrastructure & Service Delivery Policy

Information Security Policy

Penetration Test Report

PCI DSS AOC

SOC 2 Type 2 Full Report

PCI DSS Full Report

Terms of Service

Privacy Policy

Business Continuity Plan

Disaster Recovery Plan

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FAQs

Answers to Estateably's commonly asked security questions.

Estateably offers many security features, including SAML SSO and Role-based access controls, to ensure best-in-class protection.
Estateably supports single sign-on (SSO). By using the customer’s existing identity management solution, Estateably provides an easy and secure way for companies to manage their team members’ access. Estateably supports identity providers like Google G Suite, Azure Active Directory, OneLogin, and Okta. Estateably also supports both SAML and OAuth-based OpenID Connect.
Estateably supports role-based access control, which means the access of team members within an organization is dictated by their role (eg. viewer, collaborator, editor, or administrator). Administrators can edit or create roles and assign team members specific roles or revoke access using the Estateably account dashboard.
Estateably has 99% or higher uptime. Please visit our status page for more information at: https://estateably.statuspage.io/
Estateably conducts an annual Disaster Recovery Exercise to verify the resilience of our systems and processes and ensure rapid recovery during disruptions. This exercise includes simulating different disaster scenarios to evaluate the effectiveness of our disaster recovery plans and procedures.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
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Monitoring

Change Management

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
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.

Availability

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

Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
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.
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.
Performance Reviews
Internal personnel are evaluated via a formal performance review 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.
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.
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.
Security Awareness Training
Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security.
Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Advisor Meetings on Security
Senior management and/or board of directors meets at least annually to review business goals, company initiatives, resource needs, risk management activities, and other internal/external matters. The information security team meets at least annually to discuss security risks, roles & responsibilities, controls, changes, audit results and/or other matters as necessary.
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.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
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.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
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.
Personnel Acknowledge Security Policies
Internal personnel review and accept applicable information security policies at least annually.

Confidentiality

Retention of Customer Data
Procedures are in place to retain customer data based on agreed-upon customer requirements or in line with information security policies.
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.
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.
Access to Customer Data is Restricted
Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.

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 Scanning
Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis.
Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

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.
Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.
Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
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.

Risk Assessment

Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
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.
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.
Vendor Risk Assessment
New vendors are assessed in accordance with the Vendor Risk Management Policy prior to engaging with the vendor. Reassessment occurs at least annually.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
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

Network Traffic Monitoring
Security tools are implemented to provide monitoring of network traffic to the production environment.
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Restricted Port Configurations
Configurations ensure available networking ports, protocols, services, and environments are restricted as necessary, including firewalls.
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.
Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption
Logging and Monitoring for Threats
Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable.

Access Security

Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.
Administrative Access is Restricted
Administrative access to production infrastructure is restricted based on the principle of least privilege.
Least Privilege in Use
Users are provisioned access to systems based on principle of least privilege.
Encryption-in-Transit
Service data transmitted over the internet is encrypted-in-transit.
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.
Complex Passwords
Personnel are required to use strong, complex passwords and a second form of authentication to access sensitive systems, networks, and information
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
User Access Reviews
System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.

Physical Security

Physical Security Policy
A Physical Security Policy that details physical security requirements for the company facilities is in place.

Communications

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