Streamline Your SOC 2 Workflow

Introducing Streamline In the age of real-time data sharing and on-demand convenience, your customers expect a new level of service from their accountants. The changing waters of this dynamic require an evolution within the field of auditing. That’s why we partnered with an expert accountant and a security professional to create SOC Streamline (Streamline for short). We want to help your CPA firm thrive in a secure and highly productive digital environment. Imagine throwing away your spreadsheets in favor of an online platform that securely manages the SOC2 Type 1 and Type 2 audit process from beginning to end. And, when you’re finished with collection and examination, you can customize the report with your brand and then generate the finished report with a push of a button. This cutting-edge software will enhance the client experience and improve your bottom line. You’ll create your SOC2 Reports 30% faster* because Streamline manages the audit process efficiently in a single, secure, and convenient platform. – You select the Trust Services Principles from preloaded data – Your clients upload their policies and procedures for your review – You and your clients receive ongoing notifications – You generate and print the final customized SOC2 report with a push of a button *Our experts estimate that Streamline will reduce the time you spend on each SOC2 Attestation by at least 30% including time saved in client interaction and report generation.