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, a SOC report helps demonstrate your commitment to protecting sensitive data and maintaining operational integrity.
Our CBIZ team is a group with deep industry experience, bringing a depth of experience and insight to your SOC requirements. Our teams specialize in tailoring the scope, plan, and execution of your organization’s needs, while maintaining the high standards required of a trusted attestation provider.
You benefit from a clear, well-managed process from our preferred SOC engagement platform. It offers real-time access to project status, systematic notifications, and data collection, all designed to reduce 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
Understand your options for demonstrating internal control effectiveness.
Organizations that either directly or indirectly manage services or transactions that have the ability to impact a client’s internal controls over financial reporting.
Used to assess 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.
For organizations aligning with multiple frameworks (e.g., HIPAA, ISO 27001), SOC 2+ combines audit criteria into a single report.
A public-facing version of the SOC 2 report, SOC 3 offers high-level assurance without sharing sensitive information.
SOC 1
Organizations that either directly or indirectly manage services or transactions that have the ability to impact a client’s internal controls over financial reporting.
Let’s TalkSOC 1 reports are commonly used by payroll providers, claims processors, and financial service organizations (plan record keepers, loan servicers, custodians and fintech providers). CBIZ professionals bring industry experience to deliver high-quality value-added engagement that align with the professional standards.
SOC 2
Used to assess 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.
Let’s TalkSOC 2 reports help you demonstrate your internal controls across one or more Trust Services Criteria. CBIZ offers readiness reviews and formal examinations with a focus on documentation, efficiency, and audit quality.
SOC 2+
For organizations aligning with multiple frameworks (e.g., HIPAA, ISO 27001), SOC 2+ combines audit criteria into a single report.
Let’s TalkCBIZ guides clients through the complexities of SOC 2+ reporting, helping determine feasibility and alignment with regulatory frameworks. Clients are subject to various regulatory requirements and the ability to integrate these into your SOC 2 increases the usability to clients in various industries.
SOC 3
A public-facing version of the SOC 2 report, SOC 3 offers high-level assurance without sharing sensitive information.
Let’s TalkSOC 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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