Independent Assurance

A System and Organization Controls (SOC) audit provides independent assurance that your internal controls are designed and operating effectively. Whether mandated by a client, regulator, or internal governance policy, an SOC report demonstrates your commitment to protecting sensitive data and maintaining operational integrity. Our CBIZ CPAs team is a group with deep industry experience, bringing a depth of knowledge and insight into your SOC requirements. We specialize in tailoring the scope, planning, and execution of your organization’s needs, while maintaining the high standards required of a trusted attestation provider.

You benefit from a straightforward, well-managed process from our preferred SOC engagement platform. It offers real-time access to project status, systematic notifications, and data collection, reducing your team’s time commitment. From readiness assessments to SOC 1, SOC 2, SOC 2+, and SOC 3 reports, we deliver precise and efficient engagements.

SOC Reports Built for Compliance

SOC 1

Designed for organizations that directly or indirectly manage services or transactions impacting a client’s internal controls over financial reporting.

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SOC 2

Assesses controls related to data security, availability, confidentiality, processing integrity, and privacy commitments. SOC 2 is the go-to standard for customers relying on digital services or service commitments that have a high level of reliance.

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SOC 2+

For organizations aligning with multiple frameworks (e.g., HIPAA, ISO 27001), SOC 2+ combines audit criteria into a single report.

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SOC 3

A public-facing version of SOC 2, SOC 3 offers high-level assurance without sharing sensitive information. SOC 3 reports allow you to communicate your commitment to security, availability, confidentiality, processing integrity, or privacy without disclosing sensitive internal information. Ideal for websites, RFPs, and public trust.

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