SOC Reports

Lesson:

Service Organization Control (SOC) reports are critical audit documents that provide assurance about a service organization’s internal controls. Issued by independent Certified Public Accountant (CPA) firms, SOC reports help user entities (clients) evaluate the effectiveness of a service provider’s controls—whether related to financial reporting, data security, or privacy.

There are three flavors of SOC reports:

  • SOC 1 - Covers financial controls
  • SOC 2 - Covers cybersecurity and privacy in substantial depth
  • SOC 3 - Covers cybersecurity and privacy as a brief overview

Reports can also be broken down into two different types:

  • Type 1 - Examines the design of controls at a point in time
  • Type 2 - Examines the design and effectiveness of controls over a period of time
You're an auditor, trying to figure out which type of SOC report is appropriate.

Here are the relevant facts:

  • The CEO wants to know if it could share a general-use assurance report with potential business partners upon request.

What class(es) of SOC reports are most appropriate?

Answer:

  • SOC 3

Explanation:

    A SOC 3 report is a general-use auditor’s report that summarizes a service organization’s compliance with the AICPA Trust Services Criteria without disclosing detailed testing procedures or results.
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