Census CRM Completes SOC 2 Type II Audit

Census CRM has completed a SOC 2 Type II audit, attested by Sensiba LLP — an independent, third-party confirmation of the security controls protecting admissions data.

Written by Census CRM Editorial TeamReviewed by Gerald "Jay" Ong3 min read
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NEW YORK — September 22, 2026 — Census CRM, the admissions platform purpose-built for behavioral health and addiction treatment centers, today announced it has successfully completed a SOC 2 Type II audit, attested by Sensiba LLP, one of the largest independent accounting and advisory firms in the United States.

Key takeaways

  • Census CRM has completed a SOC 2 Type II audit, attested by Sensiba LLP.
  • The audit is an independent evaluation of whether security controls operate effectively over a sustained period, not just whether they exist on paper.
  • Controls examined include encryption, access management, continuous monitoring, and incident response across the full admissions workflow.
  • SOC 2 Type II sits alongside, and does not replace, Census CRM's HIPAA business associate agreements and 42 CFR Part 2 compliance work.
  • Treatment centers can request a copy of the report under a mutual NDA.

What the SOC 2 Type II audit covers

The SOC 2 Type II report is one of the most rigorous independent evaluations available to software providers, examining not just whether the right security controls exist, but whether they operate effectively over a sustained period of real-world use. Census CRM's audit covered the controls that protect protected health information (PHI) throughout the admissions journey — encryption, access management, continuous monitoring, and incident response — from a patient's very first inquiry call through the secure handoff to a treatment center's clinical record system.

"Treatment centers trust us with some of the most sensitive moments a family will ever go through, and that trust has to be earned at every level of the platform, not just the parts people see," said Dean Scaduto, co-founder of Census CRM. "Completing SOC 2 Type II is an independent, third-party confirmation of what we've built our engineering culture around from day one: that security isn't a feature we bolt on, it's the foundation everything else sits on top of. For the operators and compliance teams evaluating us, that's not a claim anymore — it's verified."

"This audit reflects a level of operational maturity you don't often see in a company built by people who came from running admissions floors themselves," added Jay Ong, co-founder of Census CRM. "We didn't set out to build software first and figure out security later. We built the system knowing exactly what's at stake for the patients and families on the other end of every call, and this attestation is proof that discipline holds up under real, independent scrutiny."

Why this matters for a treatment center evaluating vendors

Census CRM was built to replace the patchwork of spreadsheets, general-purpose sales CRMs, and manual processes many behavioral health and addiction treatment centers still rely on to manage admissions. The platform brings guided intake, real-time insurance verification, ASAM-based level-of-care screening, and bed matching into a single, purpose-built system — one that treatment center leaders can now evaluate not just on functionality, but on independently verified security discipline. It's the same standard raised in what to verify in a HIPAA-compliant CRM: don't take a vendor's word for it, check what's actually been verified.

Completing a SOC 2 Type II audit is a rigorous, voluntary process that goes beyond baseline regulatory requirements. It stands alongside — and does not replace — the Business Associate Agreements Census CRM maintains with its customers under HIPAA, and its compliance work under 42 CFR Part 2 for substance use disorder records.

Treatment centers and behavioral health organizations can request a copy of Census CRM's SOC 2 Type II report, subject to a mutual NDA, by booking time with the team.

About Census CRM

Census CRM is the admissions CRM built for behavioral health and addiction treatment centers, combining guided intake, real-time insurance verification, ASAM-based level-of-care screening, and bed matching in a single platform.

About Sensiba LLP

Sensiba LLP is an independent accounting and advisory firm providing assurance, tax, and consulting services, including SOC 2 readiness and attestation engagements.

Census CRM SOC 2 Type II FAQs

What is a SOC 2 Type II audit?

A SOC 2 Type II audit is an independent evaluation of an organization's security controls, examining not just whether the right controls exist but whether they operate effectively over a sustained period of real-world use — typically several months to a year. It is one of the most rigorous third-party assurance frameworks available to software providers.

Is Census CRM SOC 2 certified?

Census CRM has completed a SOC 2 Type II audit, attested by Sensiba LLP. There is no official SOC 2 "certification" — SOC 2 is an attestation issued by an independent auditor, not a certificate awarded by an accrediting body, so "attested" or "completed the audit" is the accurate description rather than "certified."

Does completing SOC 2 Type II replace the need for a BAA?

No. A completed SOC 2 Type II audit and a signed Business Associate Agreement (BAA) are separate compliance mechanisms, and a treatment center still needs both. The SOC 2 report verifies the security controls in place; the BAA is the legal agreement governing how protected health information is handled between the facility and Census CRM.

How can a treatment center request Census CRM's SOC 2 Type II report?

Treatment centers and behavioral health organizations can request a copy of Census CRM's SOC 2 Type II report, subject to a mutual NDA, by contacting Census CRM directly.

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