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Privacy & Security Overview

Overview of dealhead’s security and compliance resources, covering SOC 2, ISO 27001, GDPR, MFA, permissions, audit trails, and e-signatures.

Updated over 2 weeks ago

At dealhead, security is at the core of every feature we build — from how you log in, to how your team collaborates, to how your deals are signed and sealed.
This section of our Help Center gives you a clear view of the safeguards, controls, and legal protections that keep your data safe and your operations running smoothly.

How to Use This Article

You can browse each topic in order or jump straight to the area that matters most to you. Each article focuses on one key part of our security and compliance program, making it easy to find the details you need without wading through unrelated information.

What’s Covered

Our security and compliance documentation is organized into four key areas:

1. Compliance & Security Standards

An overview of the globally recognized frameworks and certifications that guide our security and privacy practices.
You’ll learn about:

  • SOC 1 and SOC 2

  • ISO 27001

  • GDPR rights and protections

  • Annual audits and continuous monitoring

2. User Access & Security Controls

How we protect your account and identity with enterprise-grade authentication, multi-factor verification, and strict account lifecycle policies.
You’ll learn about:

  • Secure sign-in and invitation-only registration

  • MFA enforcement and session controls

  • Password requirements and recovery

  • Inactive account handling

  • Profile and organization change approvals

3. dhSign Security & Compliance

How our electronic signature solution meets the legal and security standards required for mergers and acquisitions.
You’ll learn about:

  • ESIGN and UETA compliance

  • MFA-protected signature workflows

  • Certificates of Completion (CoC) with forensic-grade audit trails

  • Tamper-proofing and data retention policies

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