Administration & Technology
Security controls
Security capabilities such as encryption, MFA, and session controls.
Product support
Documented support
- Bonterra Apricot by Bonterra
Secure Data Environment, MFA and federated SSO are documented across tiers.
vendor reported
- Bonterra ETO by Bonterra
HIPAA, FERPA, HUD, FedRAMP, and NIST-aligned configurations; password-expiration enforcement in current releases (What is ETO; release notes).
vendor reported
- Casebook by Casebook PBC
Vendor documents permissions, SSO, HIPAA-oriented controls and annual SOC 2 audit statements.
vendor reported
- CharityTracker by Simon Solutions
HIPAA-compliant; 256-bit SSL; AWS hosting; daily redundant backups; network-admin approval of agencies (security page).
vendor reported
- Clarity Human Services by Bitfocus
SOC 2 certification; HIPAA and HITECH supported via configuration; VAWA confidentiality; Auth0 authentication migration in 2026 (HMIS page, release notes).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
SOC 2 Type II, HIPAA, encryption at rest and in transit, MFA via Auth0 (product page).
vendor reported
- Exponent Case Management by Exponent Partners
MFA, automatic logoff, data encryption, Salesforce-managed data centers (HIPAA article).
vendor reported
- QG Case by QuesGen Systems, Inc.
TLS, role controls, program scoping, retention and BAA availability are documented.
vendor reported
- Salesforce Public Sector Solutions by Salesforce
FedRAMP High-authorized platform; Government Cloud Plus holds FedRAMP High P-ATO (pricing page, FedRAMP Marketplace).
vendor reported
Partial / qualified support
- Salesforce Nonprofit Cloud by Salesforce
Platform sharing/permission architecture documented; marketing claims HIPAA-compliant case notes but no compliance documentation was fetched to substantiate it.
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Pro plan of Bonterra Apricot
- Included Apricot Enterprise plan of Bonterra Apricot
- Included Starter plan of Casebook
- Included Team plan of Casebook
- Included QGCase Pro plan of QG Case