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    Assurance & SOC firms

    Delivery support for SOC and assurance firms

    Add control mapping, testing support and IT/security specialists to the engagements your practice leads. Your methodology and reviewer determine what is sufficient, what needs follow-up and what reaches the report.

    Where work builds up

    Support the bottleneck, not a second methodology.

    Capacity when reporting periods converge
    Several clients can reach fieldwork at the same time, while your experienced staff are clearing review notes elsewhere. Agree a bounded workstream around an engagement's dates, testing requirements and reviewer availability rather than moving the whole engagement to another team.
    IT and security depth at the testing stage
    Access exports, cloud configurations and change records need someone who understands the systems behind the control description. Identify the specialist questions early, including population completeness and the difference between a policy requirement and evidence of operation.
    Evidence requests that do not drift
    A screenshot without a date or system context can generate another round of questions. Support can include an agreed request register, evidence-to-control mapping and follow-up preparation so missing periods, owners and populations are visible to the engagement lead.
    Documentation your reviewers can follow
    Different preparers should not leave the reviewer to reconstruct every test. Use your templates and naming conventions to show the procedure, source, sample, exception and review trail, while keeping unresolved matters separate from conclusions.

    Agreed workstreams

    Evidence work, testing and technical review.

    For SOC 1 and SOC 2 engagements, agree control mapping, evidence intake, sample and population assistance, testing documentation and exception follow-up. The firm defines the criteria, procedures and review gates; AuditPartners prepares the assigned work for that review.

    SOC delivery support

    Bring IT specialists into access, privileged access, change management, operations and application-control questions. Agree which systems and dependencies are in scope, and which issues require the firm's judgment rather than another evidence request.

    IT Audit

    Where an engagement includes AI use, scope a separate governance and oversight review rather than assuming SOC testing answers every AI question. An organisation preparing for its auditor may instead need a readiness assessment; that enterprise work is distinct from supporting the reporting firm's delivery.

    Engagement responsibility

    Your client stays your client.

    The firm keeps

    • The client relationship
    • Engagement leadership
    • Methodology and standards
    • Professional judgment
    • Required review and sign-off

    AuditPartners supplies

    • Agreed professional delivery
    • Specialists when an engagement needs them
    • RiskAssist™, operated by our professionals
    • Human review before anything reaches your reviewer

    AuditPartners is not a CPA firm or a certification body and does not issue audit opinions, SOC reports or certificates. Your responsible firm keeps engagement responsibility, professional judgment, review and report issuance; any certification decision remains with the responsible body.

    RiskAssist™ supports evidence intake, control mapping, consistency checks and draft analysis, operated by our professionals. AI-assisted preparation is used only where agreed, with human review before anything reaches your firm's reviewer.

    Co-delivery, white-label presentation, client protection and confidentiality are offered subject to the applicable agreement for each engagement.

    Start with one reviewable workstream.

    Choose one engagement and identify its evidence or testing bottleneck. Bring the planned period, control areas, workpaper templates and reviewer checkpoints to the pilot conversation. Do not share client evidence before agreeing the handling arrangements.

    Delivery personnel, qualifications, location and availability are agreed per engagement. Confirm scope, authorised access, approved tools, confidentiality and escalation responsibilities before preparation begins. Your reviewer assesses the returned file against the firm's methodology; subsequent capacity is a separate scope decision.

    Discuss engagement safeguardsThe wider firm partnership

    Which engagement needs support first?

    Describe the workstream and the review timetable. We can discuss the scope of a pilot under your firm's direction.