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How to Evaluate the Security of a SaaS App Before Storing Business-Critical Data

Willem Dewulf
10 Apr
2025
5
min read

Choosing the right SaaS app to store your business data is a big decision. If an app isn’t secure, your data could be stolen, lost, or accidentally deleted. A security breach could cost your business money, time, and trust. So, how can you tell if a SaaS app is safe to use? Here’s a checklist to help you decide before you commit to a new app.

Can the Admin Make Everyone Use Two-Factor Authentication (2FA)?

Two-Factor Authentication (2FA) adds an extra layer of protection, making it much harder for hackers to access accounts. A good SaaS app should allow admins to enforce 2FA for all users. If it’s optional, some users might skip it, leaving your business at risk.

With 2FA, even if a password gets stolen, hackers still need a second factor, like a mobile code or biometric confirmation to access an account. Apps that offer 2FA but don’t enforce it leave a major security hole. Always check if admin enforcement is available and ensure your team follows the policy.

Has the App Had Security Problems in the Past?

Before trusting an app, check if it has had any security breaches. Search online for reports of past hacks or data leaks. You can also check the company’s security page or transparency reports. If the app has had issues but handled them well and improved its security, that’s a good sign. However, if it has a history of repeated problems, you might want to look for a more secure alternative. 

Look at how the company responds to incidents. Do they have a history of taking quick action, notifying users, and strengthening security? A provider that learns from past breaches and actively invests in security improvements is far better than one that tries to cover up issues or ignores them. 

Does the App Have a Good Uptime Record?

Uptime refers to how often the app is working without outages. Frequent downtime can indicate security issues or poor infrastructure. Many SaaS apps have a status page where you can check their uptime history. If an app goes down often, it might not be reliable enough for business-critical data. 

Downtime doesn’t just mean inconvenience. It could indicate underlying security issues, such as DDoS attacks or poor server management. Check the provider’s history of downtime incidents, read user reviews, and ensure they offer a service level agreement (SLA) with uptime guarantees. 

Does the App Have a Trash Bin or Archive System?

People make mistakes, and sometimes important files get deleted by accident. A secure SaaS app should have a trash bin or archive feature that lets you restore deleted data. Make sure to check how long deleted data is stored before it’s permanently erased. 

Some apps keep deleted data for only a few days, while others offer extended retention periods. Ideally, the app should have flexible options where admins can set retention policies to match business needs. If an app permanently deletes data with no way to recover it, you could be at risk of losing crucial information. 

Does the Admin Get Alerts When Data is Deleted?

Admins should be notified when important data is deleted. A good SaaS app will send alerts when someone removes files or records, allowing you to catch accidental or unauthorized deletions before they cause problems.

These alerts should include details like who deleted the data, when it happened, and whether it can be recovered. Some apps even allow admins to review and approve deletions before they take effect. If an app lacks these features, it may be harder to track and prevent data loss.

Can You Control Who Can Delete Data?

Not every team member should have permission to delete data. A strong SaaS app will let you assign different roles and permissions so that only certain users can make changes. This prevents accidental deletions and limits the risk of internal security threats. 

Role-based access control (RBAC) is essential for managing user permissions. The best apps allow detailed customization so that sensitive data is only accessible to those who need it. If an app doesn’t offer this, consider whether it’s secure enough for your business.

Does the App Have Backups, Snapshots, or Export Options?

Even the best systems fail sometimes. A secure SaaS app should have automatic backups, snapshots, or export features that let you recover old versions of your data. If an app doesn’t offer these options, losing data could be permanent.

Find out how often backups are made, where they are stored, and how easy it is to restore them. Some apps only back up data once a day, while others offer continuous backup. The more frequent and accessible the backups, the safer your data will be.

Can the App Work with Backup Services Like ProBackup or SysCloud?

Relying solely on the app’s internal backup system can be risky. Third-party backup services like ProBackup offer extra protection by automatically saving copies of your data. This ensures that even if the app itself fails, you still have a backup to restore your information.

Using an external backup service adds an extra layer of protection. It prevents data loss due to software errors, cyberattacks, or human mistakes. If a SaaS app doesn’t integrate with third-party backup providers, you may need to rely on manual exports, which are time-consuming and less reliable.

Does the App Connect with Automation Tools Like Zapier and Make.com?

Integration with automation tools like Zapier and Make.com can help improve security. These tools allow you to set up automated backups, data transfers, and alerts that keep your information safe and accessible.

For example, you could create an automated workflow that saves a copy of your records every week to a separate cloud storage provider. These integrations also help you streamline processes, reducing human error and ensuring your data is always backed up properly.

Conclusion

Security should be a top priority when choosing a SaaS app. By looking for these key features, you can make sure your data stays protected, backed up, and easy to recover if something goes wrong. Taking the time to evaluate security now can prevent costly problems in the future.

Before committing to any SaaS app, run through this checklist. The right app should not only meet your business needs but also provide peace of mind that your data is secure. A little research now can save you from big headaches later.

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