We’re proud to share that Plumb Bill Pay is now SOC 2 certified. This certification reflects our ongoing commitment to data security, privacy, and operational excellence.
The SOC 2 audit was conducted by A-LIGN, the leading provider in cybersecurity compliance trusted by more than 4,000 global organizations to help mitigate cybersecurity risks.
At Plumb, our mission is to deliver exceptional service that creates financial clarity and peace of mind. Our clients trust us with their most sensitive financial information, and we take that responsibility seriously. To reinforce that trust, we voluntarily underwent a rigorous SOC 2 assessment to ensure that our security and operational controls meet the highest standards of security and compliance.
“Congratulations to Plumb Bill Pay for completing their SOC 2 audit, a widely recognized signal of trust and security,” said Steve Simmons, COO of A-LIGN. “It’s great to work with organizations like Plumb Bill Pay, who understand the value of expertise in driving an efficient audit and the importance of a high-quality final report.”
What is a SOC 2 report?
Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.
Unlike a simple cybersecurity scan, a SOC 2 audit evaluates how a company’s internal controls are designed and operated to protect client data. It specifically reviews five trust service principles: security, availability, processing integrity, confidentiality, and privacy. This compliance confirms that Plumb Bill Pay has robust, independently verified controls in place to safeguard data—demonstrating our ongoing commitment to transparency, security, and trust.
Why SOC 2 Compliance Matters
In today’s digital environment, businesses increasingly rely on third-party providers —bringing both opportunity and heightened risk. With rising expectations around data security, SOC 2 compliance has become the gold standard for demonstrating a company’s ability to handle sensitive data responsibly and securely.
“Strong client relationships are built on trust. Achieving SOC 2 compliance is another way we show our clients that protecting their financial information is just as important to us as it is to them,” said Rob Scherer, President of Plumb.
For Plumb Bill Pay, this milestone underscores one of our core values: delivering peace of mind through trust and accountability. Our proprietary bill pay app is designed with bank-level security, layered access controls, and 24/7 real-time monitoring managed by our in-house IT team. SOC 2 certification affirms the strength and ongoing evolution of these security protocols—demonstrating our commitment to operating in a secure, compliant, and resilient operating environment.
This achievement also builds on the additional security layers and independent testing we’ve implemented over the years, ensuring a comprehensive and proactive approach to protecting our clients’ most sensitive financial data—so they can stay focused on what matters most.
About Plumb Bill Pay
Plumb Bill Pay is a trusted provider of outsourced bill payment and financial operations services tailored for high-net-worth individuals, family offices, and their advisors. Combining secure technology with personalized support, Plumb delivers financial clarity, control, and peace of mind. For more information, visit: www.plumbbillpay.com.
About A-LIGN
A-LIGN is the leading provider of high-quality, efficient cybersecurity compliance programs. Combining experienced auditors and audit management technology, A-LIGN provides the widest breadth and depth of services including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI. A-LIGN is the number one issuer of SOC 2 and a leading HITRUST and FedRAMP assessor. To learn more, visit a-lign.com.