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Company & LeadershipTrust CenterPrivacy PolicyRequest a Demo →AI Features OverviewPlanning Blox is built on a foundation of enterprise-grade security and compliance. Here's everything your firm needs to know about how we protect your data.
We hold ourselves to the highest standards of data protection, infrastructure security, and regulatory compliance — so your firm can deploy with confidence.
Certification
Planning Blox is ISO 27001 certified. The scope of our certification covers the full Planning Blox product suite and all company operations — the global gold standard for information security management.
✓ ISO/IEC 27001 Certified
Privacy Regulation
We are fully GDPR compliant and can accommodate additional country-specific data residency and privacy requirements. Your clients' data is handled with the care and transparency the law demands.
✓ GDPR Compliant
Infrastructure
Planning Blox is a certified Microsoft Partner. Our platform is deployed entirely on Microsoft Azure, with Microsoft .NET and SQL as our development backbone — giving you enterprise reliability and uptime.
✓ Microsoft Partner
Data Protection
All data is encrypted at rest and in transit. Access is controlled through role-based permissions, and we conduct regular security audits and penetration testing to keep your matter data protected.
✓ Encrypted at Rest & In Transit
We hold ourselves to the highest standards of data protection, infrastructure security, and regulatory compliance — so your firm can deploy with confidence.
Our team is happy to walk you through our compliance documentation, answer technical questions, or arrange a security review call.
Contact Us for a Demo →