Security & Compliance
Policy-driven integrations for regulated teams
We blend RevOps, payments, and cloud expertise with SOC 2-lite controls, CPRA/CCPA alignment, and vendor due diligence so you can ship faster without creating risk.
What we deliver
Every engagement starts with an intake across CRMs, billing tools, cloud platforms, and telephony stacks. We map your sensitive data, then implement guardrails, audit logging, and escalation workflows.
Two-week engagement to audit integrations, produce remediation backlog, and prep SOC 2-lite artifacts.
Build workflows for CPRA/CCPA requests, GDPR data subject rights, and vendor access approvals.
Blueprint the data you collect, where it flows, and which managers own approvals before rollout.
Run tabletop exercises, create escalation trees, and map responsibilities between DF and client teams.
Controls baked into every project
Whether we are implementing Salesforce, QuickBooks, Stripe, or Dialpad, the same business security guardrails apply.
- Access logging and least-privilege reviews across HubSpot, Stripe, Intuit, Google Cloud, and telephony.
- Data retention policies with automated deletion jobs for exports, sandbox data, and vendor logs.
- Encryption verification for vendors plus configuration of customer-managed keys where supported.
- Vendor due diligence packages (security questionnaire, SOC reports, DPAs) centralized in your Client Portal.
Architecture diagrams
Current + future state across apps, data stores, integrations, and permission boundaries.
Risk register
Prioritized remediation tasks with owners, effort, and recommended tooling.
Incident runbooks
Escalation matrix, comms templates, and vendor contacts for outages or breaches.
Security Review (Lite)
From $3k – $8k for a two-week engagement
Includes discovery, architecture diagrams, remediation backlog, and a hand-off call with DF security leads.