--- title: Software Escrow Compliance & Due Diligence Guide | Codekeeper description: Access the documentation, security standards, and certifications your team needs to approve Codekeeper as your software escrow provider. canonical_url: https://codekeeper.co/compliance-team-briefing --- ![Briefing Background](https://codekeeper.co/hubfs/Codekeeper%202025/Logo/hero-briefing-logo.svg) Software Resilience Implementation Worksheet # Briefing: Compliance Officers ## Key phases in a software escrow setup ![calendar-fold](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/calendar-fold.svg) [1 Initial consultation Book a demo Review your proposal Share briefing pages with relevant teams](https://codekeeper.co/decision-maker-briefing) Current ![list-todo](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/list-todo.svg) 2 Compliance checks Submit your due diligence request Sign an NDA for full documentation access Review completed compliance docs ![square-pen](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/square-pen.svg) [3 Sign-up Submit vendor onboarding requirements Finalize billing details Approve Codekeeper for invoice and account setup](https://codekeeper.co/procurement-team-briefing) ![user-round-plus](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/user-round-plus.svg) [4 Account setup Create your account Invite your team members Configure your escrow settings](https://codekeeper.co/account-setup-briefing) ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/file-search.svg) [5 Legal review Set up your agreement Request custom release terms Review and sign the agreement](https://codekeeper.co/legal-team-briefing) ![cloud-upload](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/cloud-upload.svg) [6 Asset deposits Configure your integration Add your assets by type Activate the escrow](https://codekeeper.co/tech-team-briefing) ## How to initiate a DD request with Codekeeper ![FileInput](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Icons/Base%20Primary/FileInput-40x41.png) ## Submit your due diligence request Send your compliance questionnaire or documentation request through to your Codekeeper sales or customer success contact. ### Action checklist: Submit due diligence questionnaires with clear requirements Specify any portal access needs or formatting preferences (e.g., OneTrust, Whistic) Helpful links: [Trust Center](https://codekeeper.co/trust-center) , [General terms and conditions](https://codekeeper.co/terms) , [Sales contact](mailto:contact@codekeeper.co) , [Support contact](mailto:service@codekeeper.co) ![file-pen-line](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-pen-line.svg) ## Sign an NDA for full documentation access If your request includes sensitive security information, we’ll ask for a signed NDA before sharing these materials. Once in place, we can provide comprehensive documentation, including our security assurance reports, ISMS summaries, information security policies, and specialized compliance artifacts. ### Action checklist: Submit your NDA promptly Helpful links: [Trust Center](https://codekeeper.co/trust-center) Respond to clarification requests to avoid delays Confirm documentation scope meets your organization’s needs ![file-search-2](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-search-2.svg) ## Review completed compliance docs Once your documents are ready, we’ll send everything through secure channels and handle any follow-up questions. ### Action checklist: Review documents internally Flag any missing or unclear details Coordinate follow-ups with your Codekeeper contact Helpful links: [Sales contact](mailto:contact@codekeeper.co) , [Support contact](mailto:service@codekeeper.co) ## What Codekeeper handles for you Our compliance team is committed to providing thorough, accurate responses to your DD requirements while protecting sensitive information through proper legal channels. ### Our key responsibilities ![clipboard-pen-line](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/clipboard-pen-line.svg) 1. Complete your due diligence questionnaires. ![Files](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/Files.svg) 2. Provide comprehensive compliance documentation. ![handshake](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/handshake.svg) 3. Coordinate with our technical teams for specialized information when needed. ![message-circle-question-mark](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/message-circle-question-mark.svg) 4. Respond to follow-up questions and requests for additional documentation. ## Build required software resilience with Codekeeper Codekeeper helps you meet resilience and third-party risk requirements in frameworks like ISO 27001, SOC 2, GDPR, HIPAA, DORA, and NIS2. Use our escrow solutions and software resilience certificates to prepare for audits, respond to vendor risk assessments, and demonstrate regulatory readiness. ![file-questionmark](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-questionmark.svg) Not sure which regulations apply to you? Take our [Compliance Scan](https://codekeeper.co/impact-analysis) to identify relevant standards and risk areas. ![workflow](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Muted%20Foreground/workflow.svg) Want to understand how software escrow fits into compliance? Check out our [Solutions Overview](https://codekeeper.co/solutions) to see how Codekeeper addresses key regulatory requirements. ![Certifications - ISO_9001_2015](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20ISO_9001_2015.svg) ![Certifications - ISO_27001_2022](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20ISO_27001_2022.svg) ![Certifications - ISO_27017_2015](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20ISO_27017_2015.svg) ![Certifications - ISO_27018_2019](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20ISO_27018_2019.svg) ![Certifications - SOC](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20SOC.svg) ![Certifications - PCi](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20PCi.svg) ![Certifications - CSA](https://codekeeper.co/hubfs/Codekeeper%202025/Certifications/Certifications%20-%20CSA.svg) Quick tip: Start with our Trust Center Our Trust Center gives you direct access to all our security documentation and an easy way to request additional materials under NDA. [See how we secure your data](https://codekeeper.co/trust-center) ## Your software resilience support team Meet your dedicated Codekeeper concierge team. We'll be here to support you at each step: ![eric_sales_photo_1](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Team/eric_sales_photo_1-90x90.webp) Account Manager Eric from Sales Chat with Sales [Book a solution briefing](https://codekeeper.co/book-solution-briefing-call) ![Robyn 1](https://codekeeper.co/hubfs/_sized/Robyn%201-60x60.png) Account Support Robyn from Customer Success Chat with Support [Book a support briefing](https://codekeeper.co/book-support-briefing-call) ## Additional resources [![FAQs cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_feature_faq-662x372.webp) FAQs Get answers to common compliance and security questions. View FAQs](https://codekeeper.co/faq) [![briefing_cta_security_portal](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_cta_security_portal-662x372.webp) Trust Center View or request our most important compliance documents. Open our Trust Center](https://codekeeper.co/trust-center) [![briefing_cta_procurement](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_cta_procurement-662x372.webp) Brief your procurement team Loop in your procurement team with their briefing to handle all vendor onboarding and financial coordination. Go to procurement team briefing](https://codekeeper.co/procurement-team-briefing) ## Let's build bulletproof software resilience together. [Book a demo](https://codekeeper.co/book-a-demo)