ELI5: What are SOC Reports?

A SOC report is like a report card for a company’s security, written by an outside expert. SOC 1 is about money controls, SOC 2 is about keeping data safe and systems running, and SOC 3 is a short public summary anyone can read.

Definition

SOC (System and Organization Controls) reports are independent audit reports issued by CPA firms under SSAE 18 standards, providing assurance about a service organization’s controls. SOC 1 covers controls relevant to financial reporting (for financial statement audits). SOC 2 covers the Trust Services Criteria (security, availability, processing integrity, confidentiality, privacy) and is the primary tool for evaluating cloud and SaaS providers. SOC 3 is a simplified, public-facing summary of a SOC 2 report.

Key Details

  • SOC 2 Type I: assesses design of controls at a point in time — are the controls designed appropriately?
  • SOC 2 Type II: assesses design and operating effectiveness of controls over a period of time (typically 6–12 months) — stronger assurance
  • SOC 2 reports are confidential and shared under NDA with customers; SOC 3 reports can be published publicly
  • Organizations request SOC 2 Type II reports from cloud providers and SaaS vendors as part of vendor due diligence
  • Exam tip: Type I = design (point in time); Type II = design + effectiveness (over time); Type II provides more assurance

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