SOC 1,2 & 3

At FD, we offer a full suite of SOC services to meet the needs of organizations of all sizes and industries. Trust our nationally recognized, highly credentialed advisors to guide you through every step.

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Our Approach

Show Your Clients You’re a Partner They Can Trust

System and Organization Controls (SOC) reports showcase that your risk management processes have been rigorously evaluated by a certified public accounting firm. Our FD advisors leverage SOC examinations to enhance your organization’s credibility with partners and customers, while providing valuable insights to refine and strengthen your risk management practices.

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SOC Readiness Services

Our advisory team works with management to determine your SOC reporting needs and the scope of services to be reported.

We can help you:

Identify and document key control objectives or trust principles
Evaluate the effectiveness of your current controls
Identify potential gaps in your control design
Improve your overall risk management position

Our Services

Find the Right Service for Your Needs

There are several examinations within our SOC suite of services. We can guide you through the options to find the right fit for your organization.

SOC 1

SOC 1 reports evaluate internal controls for financial statements and reporting. These reports are intended for organizations that provide services that impact client financial statements, like payment processing companies or payroll providers.

SOC 2

SOC 2 reports cover internal controls related to data security, availability, processing integrity and privacy. These reports are intended for organizations that store or process any customer data, like SaaS companies or cloud storage providers.

SOC 3

SOC 3 reports (formerly referred to as Trust Services) repackage SOC 2 results for use in marketing to a general audience. Designed to meet the needs of all users, SOC 3 reports help you clearly demonstrate compliance to attract new customers.

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