SOC 2 is an American audit standard certifying that your systems meet security, availability, processing integrity, confidentiality and privacy requirements. SaaS, cloud and fintech companies are required to provide SOC 2 Type II by American Enterprise clients. CBE guides you through the entire process. 30 years, 100% success.
CBE specializes in guiding and certifying organizations for the SOC 2 standard, tailoring the management system to the organization's needs.
Quick facts – SOC 2
Goal
Proving security and privacy controls to clients
Who needs it
SaaS, cloud, fintech, companies with US clients
Exposure in Israel
Required by American Enterprise clients
Complements
ISO 27001, GDPR, ISO 27032
CBE – success rate
100% – hundreds of certified clients
SOC 2 (System and Organization Controls) is an audit standard from AICPA — the American Institute of Certified Public Accountants. It checks that your systems meet five principles: security, availability, processing integrity, confidentiality and privacy.
American Enterprise clients require a SOC 2 Type II Report — an audit report certifying that your controls operate over time, not just on paper.
CBE doesn't just prepare you for the audit — we build the control system, procedures and documentation, and guide you through the auditor (CPA firm).
Five principles: Security, Availability, Processing, Confidentiality, Privacy.
Type I — a point in time. Type II — a period of 6-12 months.
The audit is performed by an AICPA-certified CPA firm.
A SOC 2 report is valid for 12 months — annual renewal required.
Data storage and processing in the cloud — security and availability are critical.
To sector pageAny company selling to American Enterprise encounters the requirement.
US clients don't sign without SOC 2 Type II
Security controls verified by an independent party
Competitors without SOC 2 are disqualified in tenders
Investors require SOC 2 before investing in Series B+ and beyond
Defining the organization's needs, stakeholders and the scope of the quality management system.
Process planning and control, managing customer requirements, external providers and output control.
Management commitment, quality policy and defining roles and responsibilities.
Measurement, analysis, internal audit and management review.
Risk and opportunity management, quality objectives and plans to achieve them.
Managing non-conformities, corrective actions and continuous improvement of the system.
Resources, employee competence, internal communication and documentation.
CBE performs a full Gap Analysis and builds a work plan tailored to your organization.
A complete GRC framework:
CBE accompanies you at every stage — from the first step to the final report
Gap analysis against SOC 2 Trust Services Criteria
Implementing technical and organizational controls for security, availability and privacy
Full documentation of all controls and work processes
A monitoring period of 3-12 months to collect evidence
Guidance through the CPA auditor until the report is issued
30 years, hundreds of clients, 100% success — here's what sets us apart
Committed to success! No client has ever failed a certification audit. Not certified — you don't pay!
We adapt the schedule to the client's or investor's deadline.
CBE's skilled human team writes your procedures and documentation tailored to your organization.
SOC 2, ISO 27001, GDPR — under one roof, without duplication.
We've worked with the top audit firms — Big 4 and specialized firms.
From startup to corporation — experience with every organization type.
SOC 2 covers controls — ISO 27001 covers the security management system. CBE builds both.
About CBE's GRC frameworkCBE specializes in guiding and certifying organizations for the SOC 2 standard. The service is provided by CBE's experts, with 30 years of experience in ISO standards, over 4,000 satisfied clients and 100% success in audits.
For example: an American Enterprise client required us to provide SOC 2 Type II within 3 months...