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

We will provide you with an itinerary of our on-site visit in advance and work closely with you to make sure the fieldwork runs smoothly. During this time, we'll conduct thorough walkthroughs, assess control effectiveness through testing procedures, gather necessary documentation for review, and more - all while keeping timeliness top of mind. Once completed, we’ll present the initial results during a final exit interview session so that there is clarity around the next steps needed to generate your SOC report. Our aim is 90-95% completion at the end of site visits; ensuring accuracy as well as timely delivery!

OPTION 2:

Auditing just got easier - AuditSimple streamlines the process, leveraging technology to provide a virtual audit engagement solution that saves time and effort. Using minimal hardware requirements paired with collaborative software and cameras, we can confidently complete audits in real-time. Additionally, our secure server network provides us with access to required databases used during an audit process; this eliminates manual procedures or lengthy processing times associated with manual processes saving us a considerable amount of time during auditing engagements as well as unnecessary travel time.