For SaaS companies, technology providers, and service organizations.
An examination of controls relevant to security and, as applicable to your scope, availability, processing integrity, confidentiality, and privacy.
Examples include SaaS platforms, cloud hosting, and managed IT services.
Request a SOC 2 proposalAn examination of controls at a service organization that are relevant to its customers’ internal control over financial reporting.
Examples include payroll and transaction processing services.
Request a SOC 1 proposalThe report type determines the period and testing covered by the examination.
A Type 1 report addresses the design of controls as of a specified date.
Align on your services, customer requirements, system boundaries, and report type.
Understand your controls and agree on requests, responsibilities, and timing.
Work directly with us through testing, questions, and discussion of findings.
Review the results and finalize the report for its intended users.
CPA, CISA, CITP
Jason brings more than 20 years of experience across technology risk, SOC reporting, and cybersecurity, including practice leadership at Elliott Davis and earlier roles with Truist, Wells Fargo, and Deloitte.
CPA, CISA, CRCM
Brody has nearly a decade of experience in public accounting, internal audit, controls, and regulatory compliance. As a former Internal Audit Practice Leader at Elliott Davis, he led outsourced and co-sourced engagements across the country.
Tell us about your company, report requirements, and timing. A partner will respond.
Email the partners