Upstream Works Achieves SOC 2 Type II Designation

Upstream Works SOC 2 Type II certification confirms the company’s commitment to enterprise-level security and compliance.

WOODBRIDGE, ONTARIO (March 23, 2023) – Upstream Works Software, a provider of omnichannel enterprise-grade contact center solutions, announces today that it has achieved SOC 2 Type II compliance in accordance with the American Institute of Public Accountants (AICPA) standards for SOC for Service Organizations, also known as SSAE 18.

Achieving this standard demonstrates that Upstream Works ensures robust enterprise-level security for customer data that is secured in Upstream Works’ systems. With SOC 2 Type II compliance, Upstream Works provides their customers with confidence in knowing that their data is managed with the highest standard of security and compliance.

Upstream Works provides flexible omnichannel contact center desktop solutions that support digital transformation, innovation and business growth. Their solutions enable contact centers to operationalize artificial intelligence (AI) while leveraging existing systems and investments. The agent-first desktop simplifies and improves agent and customer experiences with productivity tools, an AI-powered Virtual Agent Portal, digital channel flexibility, seamless integrations with AI, business applications and CRM systems, team management, and reporting and analytics.

“We are proud to have received SOC 2 Type II certification. Security is a top priority for our teams and achieving the SOC 2 certificate validates our commitment to providing enterprise-level security and compliance,” said Rob McDougall, CEO of Upstream Works.

Upstream Works was audited by Prescient Assurance, a leader in security and compliance attestation for B2B, SAAS companies worldwide. Prescient Assurance is a registered public accounting firm in the US and Canada and provides risk management and assurance services which includes but is not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR. For more information about Prescient Assurance, you may reach out them at


About Upstream Works |
Upstream Works provides enterprise-ready, integrated omnichannel contact center desktop solutions that simplify and improve the agent and customer experience. Our flexible, agent-first desktop solutions support digital transformation, innovation, and business growth, and enable contact centers to operationalize artificial intelligence (AI) while leveraging existing systems and investments. For over 20 years, Upstream Works has helped companies around the world and across industries improve operational efficiency, agent effectiveness, customer experience and business outcomes.



Company Contact:
Janice Keay
VP, Marketing, Upstream Works Software