SOC Type 1 or Type 2

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SOC Type I – Point-in-Time Assurance

A SOC Type I report evaluates whether a service organization’s controls are appropriately designed and implementedas of a specific date. It provides assurance that controls are in place to meet defined objectives but does not assess how consistently they operate over time.

Best for:

  • First-time SOC reports

  • Organizations preparing for a Type II

  • Customers seeking initial control assurance

SOC Type II – Operating Effectiveness Assurance

A SOC Type II report evaluates both the design and operating effectiveness of controls over a defined period (typically 6–12 months). It provides a higher level of assurance by demonstrating that controls operated effectively and consistently over time.

Best for:

  • Mature compliance programs

  • Customer and auditor requirements

  • Ongoing vendor risk management

SOC Type I – Point-in-Time Assurance

A SOC Type I report evaluates whether a service organization’s controls are appropriately designed and implementedas of a specific date. It provides assurance that controls are in place to meet defined objectives but does not assess how consistently they operate over time.

Best for:

  • First-time SOC reports

  • Organizations preparing for a Type II

  • Customers seeking initial control assurance

SOC Type II – Operating Effectiveness Assurance

A SOC Type II report evaluates both the design and operating effectiveness of controls over a defined period (typically 6–12 months). It provides a higher level of assurance by demonstrating that controls operated effectively and consistently over time.

Best for:

  • Mature compliance programs

  • Customer and auditor requirements

  • Ongoing vendor risk management