Smartsheet is a collaborative work management and project tracking platform that enables organizations to manage workflows, automate processes, and collaborate across teams.
With Smartsheet, companies can streamline project management and reporting.
Is Smartsheet HIPAA compliant? Yes, Smartsheet can be HIPAA compliant, but only under the Enterprise plan, with a signed BAA, and proper configuration.
What changed this year?
As of January 2026, our review did not identify any publicly disclosed changes to Smartsheet’s HIPAA‑related policies or BAA terms.
Will Smartsheet sign a business associate agreement (BAA)?
Yes, Smartsheet will sign a business associate agreement, which can be reviewed here.
What does the Smartsheet BAA cover?
Smartsheet’s BAA covers the use and disclosure of protected health information (PHI) within its Enterprise plan. According to Smartsheet, “Customers are only permitted to upload PHI into the Subscription Services if (1) using PHI Eligible Services and (2) they have executed a Business Associate Agreement (BAA) with Smartsheet.”
Their BAA covers:
- Protection of PHI (encryption in transit and at rest)
- Notifications of security incidents
- Access by HHS requests
- Individual Right of Access requests
- Return or destruction of PHI
What does the Smartsheet BAA exclude?
Smartsheet’s HIPAA compliance is limited to Enterprise plan customers. The following are not HIPAA‑eligible services:
- Smartsheet Trials
- Pro Plan
- Business Plan
- Brandfolder
- Smartsheet University, Community, and other Smartsheet sites
Additionally, Smartsheet emphasizes a shared responsibility model where customers must configure access controls, sharing policies, and integrations correctly. Smartsheet does not take data‑specific actions on behalf of customers.
Conclusion
Smartsheet signs a BAA and can be HIPAA compliant, but only for Enterprise plan customers who configure the platform properly. Lower‑tier plans and certain services (like Brandfolder) are excluded from HIPAA coverage.
Learn more: HIPAA Compliant Email: The Definitive Guide
FAQS
What is a business associate agreement?
A business associate agreement (BAA) is a legally binding contract establishing a relationship between a covered entity under the Health Insurance Portability and Accountability Act (HIPAA) and its business associates. The purpose of this agreement is to ensure the proper protection of personal health information (PHI) as required by HIPAA regulations.
What is HIPAA?
The Health Insurance Portability and Accountability Act (HIPAA) sets national standards for protecting the privacy and security of certain health information, known as protected health information (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.
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