Audit with Confidence

SOC Audits and Compliance Services for B2B SaaS Companies

Navigate SOC and cybersecurity compliance frameworks with confidence through practical guidance, expert audits and a partnership-first approach.

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SOC Consulting & Audit Services

Clear Guidance. Trusted Compliance.

Licensed CPA auditors working seamlessly inside your GRC platform to streamline evidence collection and fast-track your compliance goals.

Led by senior professionals with Big 4 and national CPA firm experience, we perform the SOC and compliance audits while delivering a hands-on experience focused on responsiveness, education, and practical guidance — not just checklists.

Whether your team uses Vanta, Drata, Secureframe, Sprinto, Hyperproof, or another leading GRC platform, we work seamlessly within your existing tools to simplify compliance, streamline evidence collection, and support your team every step of the way.

MEET THE TEAM
How We Do it

Compliance Journey Audit Roadmap

Readiness Phase 1

Kick-off

Gap Assessment

Client and compliance team jointly identify gaps in the existing security program, define risk priorities, and map improvement targets before any controls work begins.

1 – 2 Weeks

Implement Controls & Documentation

Client implements all required security controls and finalises supporting documentation prior to the official start of the Attestation Period.

1 – 2 Months

Operate Controls

Client consistently operates all defined controls throughout the full Attestation Period, building the evidence trail auditors will review.

Phase 2 AUDIT

Concurrent

Auditor Testing Period

Compliance auditors actively test each control during the Attestation Period, verifying operating effectiveness through evidence review and walkthroughs.

1 – 3 Weeks

Auditor Evaluation & Report

Compliance team reviews all testing results, resolves any exceptions, and drafts the formal certification report for client review and sign-off.

1 – 2 Weeks

Final Report & Certification

Compliance team issues the final signed security certification report — completing the full audit lifecycle and confirming your compliance status.

The End

CERTIFIED & COMPLIANT

Security certification issued — audit lifecycle complete

What We Do

Compliance Services

Licensed CPA auditors covering the full range of security, financial, and privacy frameworks. One firm, end to end.

Core Audit Services

Most Requested

SOC 2 Compliance

Independent audit of your security, availability, processing integrity, confidentiality, and privacy controls. Required by most enterprise customers.

Financial Controls

SOC 1 Compliance

Attest report on internal controls over financial reporting. Required when your systems affect your customers’ financial statements.

Public Trust

SOC 3 Compliance

A general-use version of SOC 2 designed for public distribution. Share your security posture broadly without disclosing sensitive audit details.

Healthcare

HIPAA Compliance

Alignment with the HIPAA Security and Privacy Rules. We assess safeguards for protected health information across your systems and workflows.

Standards & Frameworks

Security

HITRUST

HITRUST CSF certification is increasingly required in healthcare and financial services. We guide you through the validated or certified assessment process, mapping controls across HIPAA, NIST, and other frameworks simultaneously.

Information Security

ISO 27001

International standard for information security management systems. We help you build, document, and certify an ISMS that satisfies global enterprise and government procurement requirements.

Energy & Operations

ISO 42001

The emerging international standard for AI management systems. We help organizations establish governance over AI use, risk, and accountability to meet customer and regulatory expectations.

Privacy

GDPR

EU General Data Protection Regulation compliance for companies that collect or process data from European residents. We assess your data flows, consent practices, and breach response procedures against GDPR requirements.

Not sure which framework you need?

We’ll help you figure out the right starting point on a free 30-minute call.

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Our Advantage

Why Clients Choose Us

Fast solutions backed by real expertise.

Clients work with us because we deliver what generic tools and large firms can’t:

  • Speed without sacrificing quality
  • Straightforward guidance from professionals who’ve led hundreds of audits
  • Consistency and accuracy backed by automation and refined processes
  • A partner mindset instead of a checklist mentality
  • Real communication — no jargon, no confusion, just clarity

Answers to Common Questions

Get quick answers to the most frequently asked questions about how Certra works, what to expect, and how we support your team every step of the way.

Certra is a licensed CPA cybersecurity firm that helps organizations achieve SOC 1, SOC 2, and HIPAA compliance. We provide both audit readiness and full audit services, offering a seamless experience from preparation to certification.

SOC 1 focuses on controls that affect financial reporting, while SOC 2 evaluates systems and controls related to security, availability, and confidentiality. Certra is licensed to conduct both SOC 1 and SOC 2 audits, ensuring accuracy and integrity in your compliance process.

We assess your policies, procedures, and technical safeguards to ensure they align with HIPAA Security and Privacy Rule requirements. Our team identifies risks, recommends improvements, and helps you maintain continuous compliance to protect patient information.

Audit readiness ensures your documentation, controls, and evidence are organized before a formal audit begins. This proactive approach prevents delays, reduces costs, and increases your chances of a successful audit outcome.

Working with a licensed CPA firm like Certra provides assurance that your audit is conducted by qualified professionals with the expertise to both prepare and perform the audit. This creates consistency, saves time, and builds confidence in your compliance results.

Our partnership with Yak Technologies allows us to use advanced audit management software that automates evidence collection, improves transparency, and tracks compliance progress in real time. This integration makes the audit process faster and more efficient for our clients.

Ready to Simplify Your Compliance Journey?

Work with a licensed CPA auditor who understands both business and security.

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