PhoneBurner Is SOC 2 Type II Certified

Summary

PhoneBurner has achieved SOC 2 Type II certification, a rigorous security standard awarded by the American Institute of Certified Public Accountants (AICPA). The certification confirms that PhoneBurner meets strict requirements for safeguarding customer data across five trust service principles: security, availability, processing integrity, confidentiality, and privacy. For sales teams that handle sensitive contact data, call recordings, CRM integrations, and outbound communications at scale, this certification provides verified assurance that their data is protected by enterprise-grade controls. You can review PhoneBurner's Trust Report for details.

What Is SOC 2 Type II?

SOC 2 Type II is a security certification that verifies a company has implemented and maintained effective controls for protecting customer data over a sustained period of time. Unlike SOC 2 Type I, which evaluates controls at a single point in time, Type II requires a continuous audit — typically spanning six to twelve months — that proves the controls are not just designed but consistently operating as intended.

The certification is awarded by AICPA-accredited audit firms and evaluates a company against five trust service principles:

• Security: The system is protected against unauthorized access, both physical and logical.
• Availability: The system is available for operation and use as committed or agreed.
• Processing Integrity: System processing is complete, valid, accurate, timely, and authorized.
• Confidentiality: Information designated as confidential is protected as committed or agreed.
• Privacy: Personal information is collected, used, retained, disclosed, and disposed of in conformity with the commitments in the entity's privacy notice.

Achieving SOC 2 Type II compliance requires a significant investment of time, engineering resources, and organizational commitment. Not all dialer or sales software providers have it — and the distinction matters when your business is entrusting a platform with customer data, call recordings, and CRM integrations.

Why SOC 2 Type II Matters for Sales Teams

Sales teams handle sensitive data every day. Contact records with names, phone numbers, email addresses, and company information flow between your dialer, CRM, email platform, and other tools. Call recordings capture conversations that may include personal or financial details. Lead distribution systems route data across team members and sometimes across organizations.

All of this data needs to be protected — not just from external threats, but with internal controls that ensure only authorized people can access it, that backups exist, and that the platform will be available when your team needs it.

SOC 2 Type II certification gives you verified confidence that PhoneBurner meets these standards. Specifically, it means you can trust that:

• Your contact data is handled securely with controls that prevent unauthorized access.
• Your call recordings and activity logs are protected with proper confidentiality controls.
• Your CRM integrations with platforms like HubSpot, Salesforce, and Zoho sync data through secure channels.
• The platform is reliable and available when your agents need to dial — PhoneBurner maintains real-time system status at status.phoneburner.com.
• The right standards are in place for the future — not just protecting data today, but demonstrating an ongoing commitment to maintaining these controls over time.

How This Fits Into PhoneBurner's Broader Commitment

SOC 2 Type II is one component of PhoneBurner's Responsible Communications® initiative, which encompasses security and trust across the entire platform. PhoneBurner's dedicated Trust & Safety team leads on:

• Data security and privacy: SOC 2 Type II certification, PCI compliance, encrypted data transmission, and restricted internal access controls.
• Regulatory compliance: Tools and features that support compliance with TCPA, the Telemarketing Sales Rule (TSR), DNC list management, A2P 10DLC SMS registration, and STIR/SHAKEN caller authentication.
• Number reputation protection: ARMOR™ spam protection monitors, protects, and remediates numbers that are mislabeled as spam, to ensure legitimate calls get through. See Spam Monitoring & Remediation for more.
• Call deliverability: As the only power dialer with Tier 1 carrier support, PhoneBurner delivers better call quality and reduces the risk of flags and blocked calls compared to dialers using lower-tier carriers.

The goal is to be not just a productive dialer, but a trust-focused dialing platform available. For a full overview of PhoneBurner's security posture, visit the Trust Report.

What's Next

Data security is an ongoing effort, not a one-time achievement. PhoneBurner's engineering and Trust & Safety teams continue to invest in security infrastructure, compliance tooling, and privacy controls. The SOC 2 Type II certification is audited and renewed on an ongoing basis, ensuring that standards don't slip over time.

With award-winning support, free collaborative onboarding, and a platform that integrates with 200+ tools and CRMs, PhoneBurner is built to support your long-term goals, growth, and success — securely.

Looking for a reliable, secure, and efficient outreach platform? Start your free trial of PhoneBurner — no credit card required.

Frequently Asked Questions

What is SOC 2 Type II certification?

SOC 2 Type II is a security certification from the American Institute of Certified Public Accountants (AICPA) that verifies a company has implemented and maintained effective controls for protecting customer data over a sustained audit period. It evaluates five trust service principles: security, availability, processing integrity, confidentiality, and privacy.

What is the difference between SOC 2 Type I and SOC 2 Type II?

SOC 2 Type I evaluates whether a company has the right security controls designed at a single point in time. SOC 2 Type II goes further — it requires a continuous audit period (typically six to twelve months) that proves those controls are consistently operating as intended. Type II provides stronger assurance because it demonstrates sustained compliance, not just a snapshot.

Why does SOC 2 Type II matter for a dialer?

Sales dialers handle sensitive customer data including contact records, phone numbers, call recordings, email addresses, and CRM integration data. SOC 2 Type II certification verifies that the platform has enterprise-grade controls in place to protect this data from unauthorized access, ensure system availability, and maintain privacy standards. Not all dialer providers have this certification.

Is PhoneBurner PCI compliant?

Yes. PhoneBurner relies on PCI-DSS compliant payment processors and does not retain credit card information in its databases. This is separate from but complementary to the SOC 2 Type II certification.

Where can I review PhoneBurner's security posture?

PhoneBurner maintains a public Trust Report at trust.phoneburner.com where you can review the company's security certifications, compliance standards, and data protection practices.

Does PhoneBurner encrypt data in transit and at rest?

Yes. PhoneBurner uses industry-standard encryption for data in transit and maintains strict access controls for data at rest. The SOC 2 Type II audit verifies that these controls are consistently enforced.