A customer wants your SOC 2 report and the deal is waiting on it. We get your controls, policies and evidence ready for the CPA firm's examination — Type 1 or Type 2 — so the audit confirms what you've built instead of discovering what's missing.
An enterprise or US deal is on hold until you can show an independent report.
Every prospect sends hundreds of questions. A SOC 2 report answers most of them at once.
Choosing the wrong scope makes the examination longer and more expensive than it needs to be.
Type 2 tests a whole period. Controls that only exist on paper show up as exceptions.
Start with the readiness assessment, or pick the part you need. You decide how much we take on.
Know what the auditor will test, where you have gaps and which report to aim for.
Close the gaps and start collecting the evidence a Type 2 review period needs.
Go into the CPA firm's examination prepared, and get through it with less disruption.
Your system boundaries, the services customers rely on and the Trust Services Criteria that fit.
Every relevant criterion checked against how you actually work, tracked in your client portal.
Policies, controls and technical fixes, prioritised — with implementation support where you want it.
Evidence collected through the review period and support while the CPA firm does its fieldwork.
If your service affects your customers' financial reporting — payroll, payments, billing, fund administration, or hosting their financial systems — their financial auditors may ask for a SOC 1 report. It covers controls relevant to your customers' internal control over financial reporting.
The approach is the same: define the control objectives, close the gaps, collect the evidence and prepare for the CPA firm. Some companies need both SOC 1 and SOC 2; much of the work overlaps.
Access reviews, change management, logging, backups, vulnerability management — we help you build controls that actually run, not just describe them.
Both control sets are ready in your client portal, with status, evidence files and open actions in one place.
We're not a CPA firm and don't issue SOC reports. We prepare you for the firm that does.
No. SOC 2 is an attestation report issued by a licensed CPA firm under AICPA standards. There is no “SOC 2 certificate”: you receive a report describing your system and the auditor's opinion on your controls, which you share with customers, usually under NDA.
A Type 1 report covers the design of your controls at a point in time; a Type 2 report also tests how they operated over a review period, typically six to twelve months. Many companies start with Type 1 to unblock deals, then move to Type 2, which most customers ultimately expect. The readiness assessment helps you choose.
Security (the common criteria) is always included. Availability, Processing Integrity, Confidentiality and Privacy are added when they matter to your customers and your service — for example Availability if you promise uptime, or Confidentiality if you handle customers' sensitive data.
Yes. What matters is that the examination is performed by a licensed CPA firm under AICPA standards; many of them work with companies outside the US. We help you prepare and can help you choose a firm.
No. Only a licensed CPA firm can issue a SOC 1 or SOC 2 report. We prepare you for it: scope, gap analysis, controls, policies, evidence and support during the examination.
Selling in Europe as well? Many customers there ask for ISO 27001 instead. See ISO 27001, NIS2 and SOC 2 compared.
A 30-minute call to understand your customers, your deadline and the right scope. No sales pitch.