Is Sage Intacct HIPAA compliant? (2026 update)

Sage Intacct is a cloud-based financial management and accounting platform designed for businesses of all sizes, including healthcare organizations. It provides tools for automation, reporting, compliance, and integration across financial workflows.

Is Sage Intacct HIPAA compliant? Yes, Sage Intacct can be HIPAA compliant, but there are limitations.

Will Sage Intacct sign a business associate agreement (BAA)?

Yes, Sage Intacct will sign a business associate agreement, but only if you have a subscription to the Advanced Audit Trail module. Without this module, your account is not considered an “Eligible Account” for HIPAA purposes. The official guidelines can be reviewed here.

What does the Sage Intacct BAA cover?

Sage Intacct’s BAA requires specific configurations and limitations to ensure HIPAA compliance. According to their HIPAA guidelines (updated May 16, 2025), "A subscription to the Advanced Audit Trail module is required for Sage Intacct to enter into a Business Associate Agreement and for your account to constitute an 'Eligible Account' for purposes of the Business Associate Agreement."

Their BAA covers:

• Use of the Advanced Audit Trail to track access to PHI in contact, vendor, and customer objects
• Restrictions on storing PHI only in designated fields that can be audited
• Audit logging of PHI access and activity
  
  

What does the Sage Intacct BAA exclude?

Sage Intacct’s HIPAA compliance comes with strict limitations. Their guidelines note that PHI cannot be stored or transmitted in several areas of the platform, including:

• Custom fields, employee records, or attachments (only contact, vendor, and customer objects are auditable)
• Customer support requests, forums, or emails (“You may not send or share protected health information to Sage Intacct customer support through a support request or some other method…”)
• Sandbox environments, unless PHI is anonymized beforehand using Sage’s Personal Data Management Service
• Sage Intacct Budgeting and Planning module, since it does not support Advanced Audit Trail
• Copies of companies created by Sage VAR partners, as Advanced Audit Trail does not merge across original and copy companies
• Third-party services are not covered under Sage Intacct’s BAA.

Conclusion

Sage Intacct may be HIPAA compliant, but only when customers subscribe to the Advanced Audit Trail module and follow strict configuration rules to limit where PHI is stored. Organizations that fail to follow these requirements risk falling out of compliance.

Learn more: HIPAA Compliant Email: The Definitive Guide

FAQs

What is a business associate agreement?

A BAA is a legally binding contract establishing a relationship between a covered entity under HIPAA and its business associates. The purpose of this agreement is to ensure the proper protection of PHI as required by HIPAA regulations.

What is HIPAA?

HIPAA sets national standards for protecting the privacy and security of certain health information, known as PHI. HIPAA is designed to protect the privacy and security of individuals’ health information and to ensure that healthcare providers and insurers can securely exchange electronic health information. Violations of HIPAA can result in significant fines and penalties for covered entities.

Who does HIPAA apply to?

HIPAA applies to covered entities, which include healthcare providers, health plans, and healthcare clearinghouses. It also applies to business associates of these covered entities. These are entities that perform certain functions or activities on behalf of the covered entity.