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Basic SOC 2 Information

Holistiplan SOC 2 Info Request

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Use this page to request Holistiplan’s basic SOC 2 documentation. This includes the Table of Contents and the Independent Service Auditor’s Report portions of the SOC 2 report, as well as the most recent penetration testing attestation. Please contact our soc@holistiplan.com email address if you require further assistance or need the complete SOCII Type II Report for review.

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