Important. Clearpoint Advisory is not a CPA firm, so we provide SOC 2 readiness and preparation consulting only. The formal examination and report are performed by a separate, licensed, independent CPA firm.
Guides
SOC 2 audit guides
These SOC 2 audit guides explain the examination itself: the report types, the criteria, the process and how SOC 2 compares with other frameworks. So you can understand what a CPA firm will ask before it asks.
How to read these SOC 2 audit guides
Start with the report types. Then read the criteria guides. Finally, read the comparisons. They help when a buyer named another framework.
We are not a CPA firm. So these guides explain the examination, while a licensed CPA firm always performs it.
SOC 2 audit guides on report types
Type 1, Type 2 and the report itself. Start here.
Criteria and scope
What the examination covers. Also how to keep scope tight.
Process and firms
How it runs, and who runs it.
SOC 2 audit guides comparing frameworks
When a buyer names something else. So check before committing.
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