At the start of every SOC report, a kickoff call is held to set expectations and ensure efficient delivery. During this call we identify key players involved in the process along with any services that require an opinion as part of our readiness assessment. Should a readiness assessment be required, we also set dates for when related work must take place; such as gathering data on controls present within each service before analyzing any gaps that may exist or need improvement upon. The data flow across these services will be evaluated through gap analysis to determine if additional controls need implementation or enhancement; all designed for maximum efficiency when delivering our Type 2 reporting process.

Our dedicated team of professionals customizes testing and audit plans to ensure you receive quality services in an efficient timeframe. Additionally, we provide templates and key points for your convenience during the narrative process. When ready, our experts review drafts before diving into another call to assign tasks related to collecting supporting documents – further streamlining preparation for on-site testing or remote testing intervals. After the audit plan is approved, we will work collaboratively to ensure a successful on-site testing visit. With your support and our guidance, you'll be able to upload all necessary documentation needed for review via our secure portal in preparation of the upcoming testing. Please don't hesitate if any questions pop up along the way - communication is key in creating an efficient & productive on-site process!

OPTION 1: On-Site Fieldwork

At the start of every SOC report, a kickoff call is held to set expectations and ensure efficient delivery. During this call we identify key players involved in the process along with any services that require an opinion as part of our readiness assessment. Should a readiness assessment be required, we also set dates for when related work must take place; such as gathering data on controls present within each service before analyzing any gaps that may exist or need improvement upon. The data flow across these services will be evaluated through gap analysis to determine if additional controls need implementation or enhancement; all designed for maximum efficiency when delivering our Type 2 reporting process.

Once testing and evidence gathering are completed, your auditor will prepare a draft SOC report, which will then undergo a stringent quality control process. The report will be reviewed at two levels by management and partners before you have the opportunity to provide feedback and suggest modifications. After any necessary changes are made, we will conduct one last internal audit before finalizing the report. Once the report is complete, we are proud to provide you with the appropriate seal, which you can display on your website to provide assurance to clients associated with this certification program that your processes meet our high standards.