Modernizing Compliance Management
Streamline your compliance operations with a connected platform built for speed, accuracy, and continuous oversight. SmartSuite centralizes frameworks, controls, evidence, testing, and policies — helping compliance teams eliminate manual work, improve collaboration, and stay always audit-ready.
One Platform for Connected Compliance Management
SmartSuite centralizes frameworks, controls, evidence, policies, and obligations into one unified platform. Reduce manual work, standardize testing, and gain real-time visibility into compliance status across the organization.
Framework Alignment
Map controls to frameworks like ISO, SOC 2, GDPR, SOX, HIPAA, FFIEC, and CRI.
Control Testing
Standardize test procedures and automate recurring assessments.
Evidence Management
Centralize evidence submissions, documentation, and approvals.
Policy Governance
Manage policy lifecycle, distribution, and attestations with full traceability.
Compliance Management Suite Products
Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to simplify assurance.
Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.
Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.
Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.
Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.
Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.
Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.
Core Capabilities of the Compliance Management Suite
SmartSuite provides an end-to-end platform for managing compliance workflows, frameworks, and evidence through centralized, no-code solutions.
Simplify compliance across frameworks, policies, and controls with confidence.
Centralize policies, regulatory obligations, control libraries, testing activities, and evidence in one connected workspace. SmartSuite links compliance requirements to controls, assessments, and remediation actions—providing continuous visibility, reducing manual effort, and ensuring readiness across regulatory frameworks.
Maintain frameworks, map controls, and link to risks and evidence.
Standardize and perform recurring test cycles with automated workflows.
Govern creation, review, approvals, versioning, and attestations.
Track regulatory updates and assess impact on controls and policies.
Manage findings and corrective actions with automated follow-up.
Centralize evidence across teams with full traceability.
Provide real-time visibility into control status, testing progress, overdue items, and readiness across frameworks.
Reuse controls across multiple frameworks (e.g., ISO, SOC 2, SOX, GDPR, HIPAA) with cross-mapped requirements to reduce duplicate work.
Align Controls Across Multiple Frameworks
Ensure consistent compliance across regulations by mapping controls once and reusing them everywhere.
Highlights:
- Multi-framework control mapping
- Centralized framework library
- Reusable controls & standard test plans
Streamline Evidence Collection & Testing
Replace email chains and spreadsheets with structured testing and evidence workflows.
Highlights:
- Automated evidence requests
- Recurring control tests
- Linked evidence and control records
See Compliance Management in Action
Watch how SmartSuite centralizes frameworks, controls, evidence, and policies — helping compliance teams streamline testing, automate workflows, and stay continuously audit-ready.
Manage Policies and Attestations Without the Hassle
Distribute policies, capture acknowledgments, and automate renewals and review cycles.
Highlights:
- Version control
- Attestation logs
- Automated policy review cycles
Track Issues and Remediation in Real Time
Stay proactive with structured issue tracking and automated follow-up tasks.
Highlights:
- Issue logs
- Root cause analysis
- Remediation workflows
Gain Continuous Insight Into Compliance Health
Visualize compliance posture, overdue controls, risk coverage, and framework readiness.
Highlights:
- Live dashboards
- Real-time KPIs
- Executive-ready reports
Built For Modern Compliance Teams
SmartSuite brings enterprise-grade compliance management with consumer-grade usability. Choose the rollout path that fits your compliance program today—and expand as regulations, frameworks, and business requirements evolve.
Adopt a Single Capability
Begin with Policy Management, Compliance Assessments, or Regulatory Change Management—prove value quickly and expand as your compliance needs grow.
Roll Out a Full Category
Enable Compliance Management end-to-end—covering policies, obligations, controls, assessments, evidence, and remediation in one connected workflow.
Deploy the Entire Compliance Suite
Standardize compliance with shared controls, centralized evidence, and real-time dashboards—delivering continuous compliance oversight across the enterprise.
Explore Further
Dive into key articles covering core topics in Governance, Risk, and Compliance to deepen your understanding and see SmartSuite in action.
Frequently Asked Questions
Answers to the most common questions about Compliance Management
Most compliance teams operate in fragmented systems with different groups owning controls, policies, or evidence.
SmartSuite unifies all compliance workflows — from control testing to policy approvals — into one connected platform.
This shared visibility eliminates duplication, strengthens cross-functional alignment, and ensures everyone is working from the same real-time information.
SmartSuite connects teams through shared workspaces, contextual conversations, and automated workflows.
Evidence collection, testing assignments, regulatory reviews, and attestations all happen in a transparent, collaborative environment — ensuring faster turnaround and clearer accountability.
SmartSuite’s intuitive, modern UI is designed for fast adoption.
Consistent layouts, templates, and guided workflows help new users quickly understand control testing, evidence submission, and policy processes — reducing training time and improving accuracy.
Most compliance programs rely on spreadsheets, shared drives, email threads, and point solutions.
SmartSuite consolidates everything — frameworks, controls, tests, evidence, policies, and issues — in one platform.
This reduces complexity, improves data accuracy, and eliminates the need for multiple disconnected systems.
SmartSuite provides real-time dashboards showing control status, overdue tests, regulatory mappings, risks, and remediation progress.
CCOs, Compliance Managers, and Legal leaders get instant insight into program health — enabling faster decisions and stronger assurance.
See How SmartSuite Transforms Compliance Management
Experience how SmartSuite unifies frameworks, controls, testing, evidence, and policies in one connected platform — giving compliance teams the visibility, structure, and automation they need to stay ahead of regulatory demands.
The Connected Value of SmartSuite Compliance Management
Quantifiable improvements achieved when organizations centralize regulatory obligations, controls, evidence, attestations, and testing workflows in SmartSuite.
Source: Forrester TEI Study on Compliance Automation, 2023 — integrated compliance platforms shortened coordination cycles by 30–40%.
Faster Compliance Coordination Across Business Units
Centralized obligations, controls, testing workflows, and evidence repositories reduce delays and eliminate fragmented processes.
Source: Deloitte Compliance Operations Benchmark, 2023 — automated evidence workflows reduced manual burden by 35–45%.
Reduction in Manual Evidence Collection Workload
Automated reminders, workflows, and standardized templates streamline evidence submission and validation.
Source: MetricStream Multi-Framework Controls Report, 2024 — centralized frameworks cut redundant testing by 28–35%.
Lower Redundancy in Control Mapping & Testing
Unified control libraries eliminate duplicate work across frameworks like ISO, SOC 2, CRI, SOX, HIPAA, and PCI.
Source: PwC Compliance Agility Study, 2023 — integrated compliance tools improved readiness cycles by 25–30%.
Improved Audit & Regulatory Readiness
Automated controls testing, linked obligations, and real-time dashboards reduce audit prep time and strengthen regulator response readiness.
Key Benefits of the Compliance Management Solution Suite
Effective compliance requires structured workflows, accurate documentation, cross-functional cooperation, and centralized visibility. SmartSuite delivers a unified environment where teams can manage obligations, testing, evidence, and attestations with speed, accuracy, and confidence.
Compliance Visibility, Framework Alignment & Evidence Integrity
Centralize frameworks, controls, evidence, obligations, policies, risks, and findings — all in one connected system.
Monitor testing progress, overdue items, upcoming obligations, and control effectiveness through live dashboards.
Map controls once and reuse them across multiple frameworks (ISO, SOC 2, SOX, GDPR, HIPAA, CRI) to reduce redundant work.
Link controls, evidence, policies, risks, issues, and activities together for complete audit-ready traceability.
Track regulatory updates, perform impact assessments, and route changes to appropriate stakeholders via automated workflows.
Give Legal, Compliance, IT, Security, HR, Audit, and Ops shared visibility into compliance operations and responsibilities.
Workflow Automation, Testing Efficiency & Policy Governance
Use structured workflows, automatic reminders, and standardized templates to streamline evidence submission and reduce delays.
Schedule and execute periodic control tests with automated assignments, follow-ups, and documentation capture.
Publish policies, track employee acknowledgments, and automate attestations and review cycles.
Track exceptions and open issues with automated routing, escalation workflows, and remediation plans.
Standardize and automate compliance workflows across policy reviews, framework updates, and testing approvals.
Use AI Assist to summarize controls, generate compliance narratives, draft reports, or highlight remediations and risks.
Governance, Assurance & Organizational Compliance Confidence
Maintain full histories of evidence, approvals, tests, and decisions for external audits, internal audits, and regulators.
Ensure standardized scoring, testing criteria, policies, and workflows across all compliance domains.
Protect sensitive compliance data with SSO, 2FA, encryption, granular permissions, and detailed activity logs.
Support requirements from SOC 2, ISO 27001, HIPAA, GDPR, SOX, PCI, and CRI through structured, mapped workflows.
Link controls directly to risks, issues, and regulatory obligations for a complete compliance governance model.
Start with one program and scale to enterprise-wide compliance across regions, divisions, and frameworks — without rebuilds.
Modernize Compliance Workflows With Automation and Connected Data
SmartSuite helps compliance teams eliminate spreadsheets and siloed tools.Standardize controls, automate evidence collection, and collaborate with legal, risk, audit, and IT — all in one platform.
How the SmartSuite Platform Powers Compliance
SmartSuite connects frameworks, controls, evidence, and policies in one integrated environment — enabling compliance teams to operate with speed, accuracy, and confidence.
Customize frameworks, controls, test plans, evidence forms, and workflows with intuitive drag-and-drop tools.
Automate evidence requests, attestation workflows, approval routing, and recurring control tests.
Generate control narratives, summaries, regulatory responses, and evidence review notes instantly.
Connect frameworks, controls, risks, tests, evidence, policies, and issues for full traceability.
Monitor compliance posture, overdue actions, risks, and testing status through dynamic, real-time dashboards.
Protect sensitive compliance information with granular access controls and complete activity history.
Link Frameworks, Controls & Evidence for Complete Traceability
SmartSuite’s relational data model connects every compliance record — from obligations to controls, test results, evidence, issues, and remediation. This ensures comprehensive coverage and simplifies audits and regulatory reviews.
Streamline Compliance Testing & Evidence Collection
SmartSuite centralizes control testing and evidence submission with structured workflows, automated tasks, and in-record communication. Compliance teams save time while improving consistency and accuracy.
Gain Continuous Compliance Insight Through Dashboards
Real-time dashboards give Compliance leadership deep insight into control effectiveness, overdue tasks, evidence status, and risk exposure — helping teams stay proactive and always audit-ready.
AI Assist & Governance Strengthen Compliance Confidence
AI Assist accelerates documentation, reporting, and regulatory response, while SmartSuite governance tools — version control, audit logs, and permissions — ensure complete integrity and transparency across the compliance lifecycle.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks so data flows between systems.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Unites Frameworks, Controls, and Evidence
SmartSuite combines automation, AI Assist, and linked records to streamline control testing, policy governance, and evidence management. Maintain full traceability across every compliance obligation and review cycle.
Role-Based Capabilities for Compliance Excellence
SmartSuite empowers every role involved in compliance — from executives to analysts — with connected data, automation, and dashboards that strengthen oversight and ensure consistent execution.
Executive Leadership
Chief Compliance Officer (CCO)
Oversees enterprise compliance and ensures alignment with regulatory requirements across the organization.
- Benefit Statement:
SmartSuite gives CCOs full visibility into compliance posture, emerging risks, testing status, and framework readiness.
- Benefit Source:
Real-time dashboards, evidence workflows, unified control libraries, and framework mapping.
Compliance Program Oversight
Monitors compliance activities, gaps, and testing progress across frameworks.
Framework Alignment
Tracks readiness across standards such as ISO, SOC 2, SOX, GDPR, and industry regulations.
Executive & Board Reporting
Delivers audit-ready summaries and compliance posture reports to leadership.
Executive Leadership
General Counsel / Chief Legal Officer
Ensures compliance with legal obligations and risk-aligned decision-making.
- Benefit Statement:
SmartSuite provides an integrated legal and compliance view — improving counsel’s ability to manage obligations and track issues.
- Benefit Source:
Linked legal requirements, workflows, and regulatory mapping.
Policy Governance
Reviews and approves compliance-related policies and updates.
Regulatory Insight
Evaluates regulatory impact and compliance exposure across jurisdictions.
Issue Tracking
Oversees remediation of compliance findings and legal risks.
Compliance Leadership
Compliance Director / Manager
Manages day-to-day compliance operations including control testing, evidence review, policy updates, and reporting.
- Benefit Statement:
SmartSuite reduces workload and improves accuracy through unified workflows and automated follow-up.
- Benefit Source:
Control testing engine, automated reminders, linked records.
Control Testing
Schedules, executes, and tracks recurring control tests.
Evidence Review
Validates submitted evidence for completeness and accuracy.
Framework Mapping
Ensures controls are aligned to applicable regulatory frameworks.
Compliance Leadership
Policy & Governance Manager
Oversees policy creation, review, publication, and attestation.
- Benefit Statement:
SmartSuite centralizes policy lifecycle management, delivering consistency and complete traceability.
- Benefit Source:
Version control, attestation tracking, automated reviews.
Policy Lifecycle Governance
Manages drafting, review, approval, and publication of policies.
Attestation Tracking
Monitors employee acknowledgments and completion status.
Documentation Control
Maintains audit-ready records of policy versions and approvals.
Operational Compliance Roles
Control Owner
Implements and maintains controls tied to risk mitigation and compliance requirements.
- Benefit Statement:
SmartSuite gives control owners clarity on expectations, deadlines, and evidence requirements.
- Benefit Source:
Automated reminders, dashboards, linked evidence.
Control Execution
Performs assigned control activities on schedule.
Evidence Submission
Uploads documentation supporting control effectiveness.
Review Coordination
Responds to testing and validation requests.
Built for Every Role in Compliance
Whether you’re a CCO, Compliance Manager, Policy Owner, or Analyst, SmartSuite provides the tools to manage obligations, map frameworks, collect evidence, and maintain oversight with confidence.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based Pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Compliance Programs of Every Size
SmartSuite offers both per-user and per-solution pricing options designed for growing or mature compliance programs. Scale your operations confidently with flexible plans for testing, evidence, policy management, and more.
Featured Resources
Explore through leadership, case studies, and insights from financial services leaders.
See Compliance Management in Action
Watch how SmartSuite centralizes frameworks, controls, evidence, and policies — helping compliance teams streamline testing, automate workflows, and stay continuously audit-ready.
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Explore Further
Dive into key articles covering core topics in Governance, Risk, and Compliance to deepen your understanding and see SmartSuite in action.
Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Help You Strengthen Compliance and Reduce Risk
Explore case studies, expert guides, and webinars showing how leading organizations use SmartSuite to streamline evidence management, reduce manual work, and improve compliance readiness.