PracticePro 365 Earns SOC 2 Certification

West Palm Beach, Fla., – October 11, 2022 – PracticePro 365, an all-in-one practice management software solution for professional services firms, successfully completed the System and Organization Controls (SOC) 2 Type 1 audit. The audit affirms that PracticePro 365’s information security practices, policies, procedures, and operations meet the SOC 2 standards for security, availability, and confidentiality.

The examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. The SOC 2 Type 1 report verifies the existence of internal controls which have been designed and implemented to meet the requirements for the security principles set forth in the Trust Services Principles and Criteria for Security. It provides a thorough review of how PracticePro 365’s internal controls affect the security, availability, and processing integrity of its solution, and the confidentiality and privacy of the information processed.

“We chose to undergo a SOC audit to confirm our commitment to the security of our PracticePro 365 software. Developing PracticePro 365 on the Microsoft platform provided an exceptional level of security that extends to our solution development and firm policies and procedures,” said Steven Templeton, President, PracticePro 365, LLC.  “Our clients can be confident of our commitment to establish and maintain the controls needed to ensure the highest level of security and compliance.”

About PracticePro 365
PracticePro 365 is a unitized, all-in-one, cloud-based practice management software suite for professional services firms. We combine deep industry and process expertise with our custom developed software, to enable growth and innovation for our clients. With over 30 years of experience in professional services, PracticePro 365 serves customers across all industries, providing them with the tools to optimize their resources, improve their cash flow and plan for the future, so they spend less time managing and more time growing their business. To learn more, visit us at