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Security & Privacy

Your financial data deserves the highest protection. We treat every euro of business value with the care it deserves.

Our security standards

Built for trust

Bank-level encryption

All data is encrypted with AES-256 at rest and TLS 1.3 in transit. The same standard banks use.

Read-only integrations

Our accounting integrations can only read, never write. Your source data remains unchanged.

EU-based hosting

Primary hosting in the EU. Where sub-processors outside the EEA are necessary, we use appropriate safeguards as described in our privacy policy (including SCCs).

Complete audit trail

Every action is logged with timestamp and user. Exportable for compliance.

Role-based access

Granular permissions: advisors see only their clients, owners only their businesses.

GDPR-compliant

Fully compliant with GDPR. Right to access, correction, and deletion guaranteed.

Data handling

How we handle your data

Transparency is fundamental. This is exactly what happens with your data.

  • Financial data is only used for estimate calculations
  • No sale or sharing of customer data with third parties
  • 90-day export window after account termination
  • Default retention up to 24 months for account and dossier data (unless longer legal retention applies)
  • Encrypted backups with rolling 90-day retention
  • Technical logs retained for a maximum of 12 months
  • Incident response with notification without undue delay

Certifications

Independently verified

GDPR / AVG

European privacy legislation

SOC 2 Type II

In progress

ISO 27001

In progress

Questions about security?

Our team is happy to answer all your questions about data security and compliance.

Upswitch

Defensible SME valuations in minutes, not months.

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Upswitch BV — Zetel: Tuinwijk ter Heide 69, 9050 Gentbrugge, België — Ondernemingsnr.: 1033.441.760 — BTW: BE 1033.441.760 — RPR Ondernemingsrechtbank Gent — hello@upswitch.app

© 2026 Upswitch

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Made within Ghent, Belgium

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