Intelos | Trust Center
Intelos Trust & Security Center
Great partnerships are built on more than good intentions. They're built on proof. Every MSP says they're secure. Intelos is one of the elite 5% who can prove it.
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Resources

intelos.com

Master Services Agreement

Service Level Agreement

FAQs

SOC 2 (System and Organization Controls 2) is an independent auditing framework developed by the American Institute of CPAs (AICPA). It evaluates whether a service organization has the security controls, policies, and processes in place to protect the confidentiality, integrity, and availability of the data it manages on behalf of clients. Unlike vendor badges or self-assessments, SOC 2 is performed by a licensed, independent third-party CPA firm that issues a formal attestation report based on evidence — not claims.
SOC 2 audits are structured around five Trust Service Criteria (TSC): Security, Availability, Processing Integrity, Confidentiality, and Privacy. For Intelos, our audit focused on Security, Availability, and Confidentiality — the three criteria most relevant to protecting your business data. The auditor independently tested our policies, controls, access management practices, incident response procedures, vendor risk management, and operational continuity programs.
SOC 2 Type I is a point-in-time assessment — it confirms that controls are designed correctly at a specific moment. SOC 2 Type II is a far more rigorous evaluation: it covers an extended audit period (in Intelos's case, a full quarter — July 1 through September 30, 2026) and validates that controls were not only designed correctly but were operating effectively and consistently throughout the entire period. Intelos completed a SOC 2 Type II attestation.
SOC 2 was originally designed for SaaS companies and cloud service providers, but it translates exceptionally well to managed service providers. MSPs are entrusted with some of the most sensitive assets a business has — your cybersecurity infrastructure, your data backups, your cloud environments, your email systems, and your business continuity. SOC 2 gives your business verifiable proof that Intelos has the documented policies, enforced controls, and independent oversight in place to protect those assets — not just the promise that we do.
No — and that is exactly the problem. There is currently no federal or state regulatory requirement for MSPs in the United States to hold any specific certification, license, or undergo any independent audit. Any individual or company can operate as an MSP with zero accountability to a governing body. There is no minimum security standard. No continuing education requirement. No oversight at all. Intelos pursued SOC 2 because we believe the businesses we serve deserve better than the industry's default standard — which is no standard at all.
Approximately 5% of MSPs in the United States have earned a SOC 2 attestation. That means roughly 95% of managed service providers — including many well-established names — have never submitted their operations to independent external scrutiny. Intelos is proud to be in the top 5%. It is an elite group of providers who have made a deliberate investment in accountability, transparency, and the businesses they serve.
Every MSP says they take security seriously — and many genuinely do. The challenge is that without independent verification, you have no way to distinguish a provider with a truly robust and audited security posture from one that has great marketing language. SOC 2 removes that ambiguity. It replaces "trust us" with "here is a formal report from an independent CPA firm that tested and validated our controls." That is a fundamentally different level of assurance.
Many MSPs hold vendor-issued certifications — Microsoft Partner status, various cybersecurity product certifications, or internal compliance badges. These are valuable and signal product expertise, but they evaluate knowledge of a vendor's platform, not the MSP's own internal security practices. SOC 2 is the only widely recognized framework that independently audits the MSP's own operations — its internal policies, how it manages access to your data, how it would respond to an incident, and whether its security commitments are consistently enforced over time.
When Intelos holds a SOC 2 attestation, it means the security frameworks we apply to our own operations have been independently verified. Those same frameworks — our access controls, our data handling policies, our incident response procedures, our vendor risk practices — are the foundation of the service we extend to your environment every single day. You are not just getting a vendor who claims to be secure. You are getting a partner whose security posture has been tested and documented by an independent auditor.
Yes. Intelos is committed to full transparency. Our trust profile is publicly available at secure.intelos.com. Our full SOC 2 attestation report is available upon request for clients and qualified prospects. We encourage you to review it, ask questions about it, and use it as part of your due diligence process. Transparency is a core part of why we pursued SOC 2 in the first place.
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Subprocessors

Intelos uses and engages third-parties or data processors with access to certain Customer Data (each, a "Subprocessor"). This page lists all possible third-party vendors that may be resold to the Customer as well as each potential data Subprocessor. Intelos currently uses third party Subprocessors to provide infrastructure services, security service, and IT customer support services. Prior to engaging any third party or data Subprocessor, Intelos performs due diligence to evaluate their privacy, security and confidentiality practices, and executes an agreement implementing its applicable obligations. Any product or vendor that is used in delivering services to our customers undergoes a process that may include some or all of the following: • Formal evaluation and comparison framework is established based on business requirements. • Top providers are researched and chosen based on independent third-party reviews and industry surveys. • Providers undergo our internal third-party risk management process and which may include a security risk assessment or review of the recent SOC2 or ISO27001 reports. • The product or solution is tested for appropriate interoperability with existing solutions and service processes. • The solution is tested in a sandbox or isolated test environment. • A product owner or champion is assigned to own the solution internally. • Deployment of the solution internally within our own business. • Training and relevant certifications are obtained to support and deploy the product. Intelos may use the following Third-Parties or Subprocessors to perform functions or resale of products or services to customers:

Microsoft

Hosting and Infrastructure

Amazon

Hosting and Infrastructure

11:11 Systems

Hosting and Infrastructure

Kaseya

PSA, Documentation, Analytics, Support Tools

Connectwise

PSA, Documentation, Analytics, Support Tools

Halo

PSA, Documentation, Analytics, Support Tools

Pax8

Cloud Distributor

Sherweb

Cloud Distributor

Ingram Micro

Cloud Distributor

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Monitoring

Continuously monitored by Secureframe
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Compliance

Monitoring

Change Management

Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Baseline Configurations
Baseline configurations and codebases for production infrastructure, systems, and applications are securely managed.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.

Availability

Automated Backup Process
Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.
Testing the Business Continuity and Disaster Recovery Plan
The Business Continuity and Disaster Recovery Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Business Continuity and Disaster Recovery Plan based on the test results.
High Availability Configuration
The system is configured for high availability to support continuous availability, when applicable.
Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.

Organizational Management

Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Performance Reviews
Internal personnel are evaluated via a formal performance review at least annually
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
New Hire Screening
Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Advisor Meetings on Security
Senior management and/or board of directors meets at least annually to review business goals, company initiatives, resource needs, risk management activities, and other internal/external matters. The information security team meets at least annually to discuss security risks, roles & responsibilities, controls, changes, audit results and/or other matters as necessary.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.

Confidentiality

Access to Customer Data is Restricted
Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.
Disposal of Customer Data
Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements.
Retention of Customer Data
Procedures are in place to retain customer data based on agreed-upon customer requirements or in line with information security policies.

Vulnerability Management

Vulnerability Scanning
Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis.
Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Incident Response Plan Testing
The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.
Lessons Learned
After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations.
Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.
Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.

Risk Assessment

Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
Vendor Risk Assessment
New vendors are assessed in accordance with the Vendor Risk Management Policy prior to engaging with the vendor. Reassessment occurs at least annually.

Network Security

Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Logging and Monitoring for Threats
Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable.
Network Traffic Monitoring
Security tools are implemented to provide monitoring of network traffic to the production environment.
Restricted Port Configurations
Configurations ensure available networking ports, protocols, services, and environments are restricted as necessary, including firewalls.
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.
Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption

Access Security

Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
User Access Reviews
System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.
Complex Passwords
Personnel are required to use strong, complex passwords and a second form of authentication to access sensitive systems, networks, and information
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Encryption-in-Transit
Service data transmitted over the internet is encrypted-in-transit.
Encryption-at-Rest
Service data is encrypted-at-rest.
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually
Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.
Least Privilege in Use
Users are provisioned access to systems based on principle of least privilege.
Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Administrative Access is Restricted
Administrative access to production infrastructure is restricted based on the principle of least privilege.

Physical Security

Physical Security Policy
A Physical Security Policy that details physical security requirements for the company facilities is in place.

Communications

Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.
Terms of Service
Terms of Service or the equivalent are published or shared to external users.
Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Confidential Reporting Channel
A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.
Communication of Critical Information
Critical information is communicated to external parties, as applicable.
Description of Services
Descriptions of the company's services and systems are available to both internal personnel and external users.