Security
Your clients’ data, protected.
When you handle sensitive client data, security isn’t a feature — it’s the foundation. Coco is built to the standards the largest firms demand.
Pre-employment screening
Coco’s background check
SOC 2 Type II
Controls independently audited against the Trust Services Criteria.
PassedUK GDPR
Backed by our published Data Processing Agreement.
CompliantConfidentiality
Your data is never used to train or fine-tune AI models.
SignedSupervision
Coco prepares; you review and approve every piece of work.
Agreed
References and full reports: available on request via our compliance site.
How we protect your data
Security in every layer.
Trusted data storage
Flexible storage options designed to match different data sensitivity levels and compliance needs. Your confidential data remains secure and private to you.
No AI training
Your data is never used to train or fine-tune any AI models. We use commercial AI infrastructure with strict data processing agreements that prohibit model training on customer data.
Strict access controls
Every access request is verified and logged. Your data is only accessible to authorised users, and our team requires written approval to access customer data for support purposes.
Encryption everywhere
All data is encrypted in transit using TLS 1.3 and at rest using AES-256. Encryption keys are managed through AWS KMS with automatic rotation.
Certifications & compliance
compliance.combinely.ai
Our dedicated compliance site, with the detail on our certifications and security programme.
SOC 2 Type II
We’ve completed a rigorous independent audit of our security controls. Our SOC 2 Type II report is available on request.
Visit the compliance siteUK GDPR & EU GDPR
Full compliance with UK and European data protection regulations. We provide a Data Processing Agreement and support data subject rights requests.
Data Processing AgreementYou stay in control
Coco prepares the work and flags what needs your judgement. Nothing is finalised until someone at your firm reviews and approves it.
Policies & documents
Questions about security?
We’re happy to talk through our security practices, share our SOC 2 report, or set up a dedicated security review call with your team.
No AI training on your data
What you share stays yours. It is never used to train or fine-tune any model.
SOC 2 Type II
Our controls are independently audited against the Trust Services Criteria.
UK GDPR compliant
Data protection built in, backed by our published Data Processing Agreement.
Put your first agent to work this week.
Set Coco up in minutes. It does the preparation in the tools you already use — you review the work.
Prefer a walkthrough? Book a demo
- 1
Choose an agent
Pick from 50+ agents built for UK practices.
- 2
Connect your apps
Xero, QuickBooks, BrightPay and your inbox.
- 3
Review the work
Coco prepares, you approve — nothing is final until your practice signs it off.