Upbeat | Trust Center
Upbeat Trust Center
At Upbeat, where professional educators lead and innovate, safeguarding your privacy and data is our top priority. We adhere to the highest security standards and engage qualified third-party firms to validate our privacy promises to our customers, ensuring that we handle your data with the utmost care and responsibility.
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SOC2 Type 2 School Year 2025-2026

We engaged Zero Day CPA to audit our systems and organization controls. The report confirms that we meet all evaluated controls, demonstrating our commitment to maintaining high standards of security and reliability.

SOC2 Type2 School Year 2024-2025

We engaged Modern Assurance to audit our systems and organization controls. The report confirms that we meet all evaluated controls, demonstrating our commitment to maintaining high standards of security and reliability.

SOC3 School Year 2024-2025

Our SOC3 report for SY2024-25 is freely available and may be downloaded by clicking the link below.

Terms of Service

Click to review Upbeat's terms for end users.

Privacy Policy

Click to review more background on the data we collect and how it is used.

Subprocessors

Amazon Web Services

Customer survey data and access credentials are managed securely in AWS cloud infrastructure.

Google Cloud

Upbeat uses Google Cloud for communication (email) and roster imports (Google Sheets).

Hubspot

Upbeat's Sales and Marketing team manages customer contacts in Hubspot.

Zendesk

Program team members manage customer support tickets in Zendesk.

SendGrid

Upbeat sends transactional emails to customers via the SendGrid service

Monitoring

Continuously monitored by Secureframe
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Compliance

SOC 2

We engaged Zero Day CPA to audit our systems and organization controls. The report confirms that we meet all evaluated controls, demonstrating our commitment to maintaining high standards of security and reliability.

NIST

Upbeat leverages the NIST CSF 2.0 framework to guide our security program, ensuring our practices align with industry standards for managing cybersecurity risk. It provides the structure we rely on to assess, strengthen, and communicate our security posture.

Framework

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
Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.
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.
Software Change Testing
Software changes are tested prior to being deployed into production.

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.
Automated Backup Process
Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.
High Availability Configuration
The system is configured for high availability to support continuous availability, when applicable.

Organizational Management

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.
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.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
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.
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.
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.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
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.

Confidentiality

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

Vulnerability Management

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
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.

Risk Assessment

Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
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.

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

Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
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
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
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.
Encryption-at-Rest
Service data is encrypted-at-rest.

Physical Security

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

Communications

Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.