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SOC 2

Accelerate Enterprise Trust with CPA-Led Audits and Rigorous Security Assurance

In the modern digital economy, a SOC 2 report has transitioned from a competitive differentiator to table stakes for any service organization handling customer data. Norvex Assurance delivers high-quality, efficient SOC 2 attestations that bolster your security posture, reduce due diligence friction, and unlock enterprise-level deals — backed by the credibility of a peer-reviewed CPA firm.

SOC 2 Audit & Attestation Services

End-to-end managed service

What Is SOC 2 — and Why It's Now Table Stakes for Service Organizations

SOC 2 (System and Organization Controls) is an attestation framework developed by the AICPA (American Institute of Certified Public Accountants) under the SSAE 18 standard. It evaluates how your organization's internal controls manage customer data across five Trust Services Criteria (TSCs): Security, Availability, Processing Integrity, Confidentiality, and Privacy. Unlike checkbox security programs, a SOC 2 attestation produces an independent auditor's report — backed by evidence, not self-attestation — that gives your customers, investors, and partners verifiable assurance about how your controls perform. For any service organization that stores, processes, or transmits client data, SOC 2 is no longer a differentiator — it's the price of admission. Enterprise procurement teams require a current SOC 2 report before signing contracts. Investors conducting Series A, B, or C due diligence expect to see one. Regulated industry partners in financial services and healthcare treat it as a baseline vendor requirement. While Security is the mandatory common criterion assessed in every SOC 2 engagement, Norvex Assurance helps you determine which additional Trust Services Criteria are relevant to your specific business model — so your report addresses exactly what your customers and partners are asking for, without unnecessary scope that inflates cost and timeline.

Key Highlights

  • Table stakes for enterprise SaaS, cloud service, and data processing contracts
  • Two types: Type I (design effectiveness, point-in-time) and Type II (operating effectiveness over a defined observation period)
  • Covers five Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality, and Privacy
  • Required by Fortune 500 procurement, Series A–C investors, and regulated industry partners globally

Who Needs SOC 2?

SaaS & Cloud Platforms
Managed Service Providers
FinTech & HealthTech
Data Processors & Analytics

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SOC 2 Type I vs Type II — A Clear Comparison

Most companies start with Type I to establish a baseline, then graduate to Type II within 6–12 months.

SOC 2 Type I

Design & Implementation

What it covers

A point-in-time snapshot that evaluates the suitability of the design of your controls as of a specific date. The report validates that controls are properly designed and in place — but does not test whether they operated consistently over time.

Timeline

Efficiently delivered with Norvex Assurance

Best for

Organizations undergoing their first SOC 2 audit, startups responding to an urgent enterprise request, or companies that need a security milestone ahead of a fundraise or contract signature.

Business impact

Gets a credible, auditor-issued report into your prospects' hands quickly. Demonstrates a clear commitment to security and creates the foundation for your Type II observation period.

Gold Standard

SOC 2 Type II

Operating Effectiveness

What it covers

A comprehensive report covering a defined observation period. Tests not only whether controls are properly designed, but whether they operated effectively and consistently throughout the period under review.

Timeline

Observation period plus dedicated fieldwork and reporting

Best for

Companies pursuing enterprise contracts, regulated industry partnerships, or IPO and acquisition due diligence where maximum assurance is required.

Business impact

The gold standard for building long-term trust with enterprise partners. Type II proves your controls work reliably over time — not just on the day of the audit.

Not sure which type you need?

Our SOC 2 Process

01

Scoping & Planning

We identify the systems, processes, and services relevant to the applicable Trust Services Criteria. Scope definition covers business units, service lines, data flows, and control areas subject to evaluation — establishing the precise audit boundaries and the criteria against which your controls will be assessed.

02

Readiness Assessment & Control Review

We conduct a pre-audit evaluation of your control environment against each applicable Trust Service Criterion. The assessment identifies operational vulnerabilities, documentation shortfalls, and control design weaknesses — producing a prioritized action plan that closes identified issues before formal fieldwork begins.

03

Risk Management Integration

Formally identifying and addressing risk is both an AICPA audit requirement and a responsible discipline for any service organization. We build a structured risk register, assess likelihood and impact against your scoping boundaries, and integrate risk treatment decisions into your controls framework — establishing a defensible, evidence-backed risk posture.

04

Evidence Collection & Testing

We perform detailed testing of controls for both design and operational effectiveness. This includes conducting walkthroughs, reviewing supporting documentation, and testing system processes for accuracy, reliability, and consistency with Trust Services Criteria requirements — communicating observations in real time throughout the fieldwork phase.

05

Attestation Reporting

We issue a SOC 2 attestation report consistent with AICPA guidance under SSAE 18. Alongside the formal report, we provide actionable recommendations to improve controls, address residual risks, and enhance operational reliability — so the engagement delivers measurable security improvements beyond the report itself.

06

Ongoing Monitoring & Renewal Support

A SOC 2 report covers a specific period — and enterprise buyers track renewal dates closely. Norvex Assurance provides continuous monitoring and advisory support between engagements to sustain control effectiveness, so your next attestation cycle is a natural continuation of an already-functioning programme.

Business Impact

Why Get SOC 2 Attested?

CPA-Led Audit Credibility

Our engagements are conducted and signed off by licensed CPA professionals operating under AICPA standards. Your SOC 2 report carries the weight of a peer-reviewed CPA firm — the level of credibility that stakeholders, enterprise procurement teams, and institutional investors expect and trust.

Sector-Specific Expertise

We bring specialized experience across SaaS, FinTech, HealthTech, and Cloud Infrastructure — the industries where SOC 2 requirements are most demanding. We understand the control environments, risk profiles, and customer expectations specific to your sector, so our guidance is immediately applicable rather than generic.

Efficiency-Focused Delivery

We leverage a technology-assisted approach to evidence collection and control testing that significantly reduces the time your internal teams spend on manual documentation. Our structured workflows and parallel workstreams mean faster timelines — without sacrificing the rigor your report requires.

Strategic Growth Beyond the Audit

We go beyond issuing a report. Every Norvex Assurance engagement includes actionable recommendations to improve your broader governance framework, risk management practices, and operational reliability — so your investment compounds into long-term organizational value.

End-to-End Engagement Management

From your initial scoping session through control strengthening, audit fieldwork, and final report delivery, we manage the entire engagement so your team stays focused on the business. No juggling multiple vendors, no accountability gaps.

Continuous Monitoring & Renewal Support

A SOC 2 report has a shelf life. Norvex Assurance offers ongoing monitoring and advisory services to keep your controls audit-ready year-round — so your next Type II renewal is a structured continuation, not a disruptive restart.

The Five Trust Services Criteria

Security is mandatory for every audit. The remaining four are optional — choosing the right combination strengthens your report and aligns it with what your buyers actually ask for.

Security

REQUIRED

The mandatory common criterion in every SOC 2 engagement. Security evaluates the protection of your information and systems against unauthorized access, unauthorized disclosure, and damage. In practice, this covers access controls, encryption, network security, vulnerability management, and incident response. Every SOC 2 audit includes Security — it is the non-negotiable foundation on which all other criteria are built.

Availability

Optional

Availability addresses whether your systems are available for operation and use as committed or agreed with your customers. This criterion is most relevant for cloud infrastructure providers, SaaS platforms, and any service where downtime has a direct operational or contractual impact on your clients. If your SLAs include uptime guarantees, your customers will expect to see Availability in scope.

Processing Integrity

Optional

Processing Integrity validates that system processing is complete, valid, accurate, timely, and authorized. This criterion matters most for organizations handling financial transactions, payroll processing, billing workflows, or any data pipeline where errors, delays, or unauthorized processing create measurable downstream consequences for customers.

Confidentiality

Optional

Confidentiality covers the protection of information designated as confidential — from the point of collection through its final disposal. This includes trade secrets, intellectual property, financial data, and any information your contracts require you to protect. If your clients share proprietary information with your systems, this criterion provides the assurance framework they need.

Privacy

Optional

Privacy governs how personal information (PII) is collected, used, retained, disclosed, and disposed of in conformity with your organization's privacy notice and applicable legal obligations. This criterion is most relevant for organizations processing consumer data, operating under GDPR, CCPA, or similar privacy regulations, or where enterprise clients require formal PII management assurances.

Everything You Get with Our SOC 2 Programme

Our fixed-scope engagement covers every deliverable needed to achieve and maintain your SOC 2 certification — no hidden extras.

01
Dedicated scoping & kickoff session with project plan
02
Full readiness assessment and control review report
03
Prioritized action plan with ownership and deadlines
04
Policy and procedure template library
05
Hands-on control improvement support and team training
06
Evidence collection framework and audit-ready evidence package
07
Continuous control monitoring during observation period (Type II)
08
Final SOC 2 Type I or Type II report with management assertions

What Our Clients Say

"We had an enterprise prospect stalling because we didn't have a SOC 2 report. Norvex Assurance got us from zero to a Type I report in five weeks. We closed that deal within a month of sharing the report — it was worth every dollar."

VP of Engineering

SaaS Startup — Series A

"Our previous auditor treated SOC 2 like a paperwork exercise. Norvex Assurance actually embedded with our engineering team, helped us fix real control gaps, and delivered a Type II report that our banking partners accepted without a single follow-up question."

Chief Information Security Officer

Fintech Platform — Series B

"As a Singapore-based company expanding into the US market, we needed a SOC 2 partner who understood cross-border complexity. Norvex Assurance scoped our audit precisely, managed the time zone logistics seamlessly, and delivered a report that gave our US clients immediate confidence."

Head of Compliance

Global Data Analytics Company — Singapore HQ

Common Questions About SOC 2

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