Financial data deserves financial-grade security
You audit others for SOC 2. Time to achieve it yourself—without the traditional six-figure price tag.
The problem
You help clients get compliant. What about your own firm?
Accounting firms handle the most sensitive financial data, yet many lack formal security certifications.
You know SOC 2—now you need it
You audit other companies for compliance. But when clients ask about YOUR security posture, what do you show them?
Financial data is the highest-value target
Tax returns, bank statements, payroll data—you're sitting on a goldmine for attackers. One breach could mean lawsuits and lost licenses.
Regulatory scrutiny is increasing
AICPA, state boards, and the IRS are all paying more attention to how firms protect client data. Documentation isn't optional anymore.
The solution
Practice what you preach
Get SOC 2 certified with the same rigor you recommend to clients—at a fraction of the cost.
Gap analysis and compliance roadmap
Before you spend a dime on auditors, understand exactly where you stand. Our gap analysis maps your current state against SOC 2, NIST CSF, or ISO 27001 requirements—then generates a prioritized roadmap to get you audit-ready.
- Current state assessment
- Prioritized remediation plan
- Effort estimates per control
Automated evidence gathering
Stop manually collecting screenshots and exporting logs. Our integrations automatically gather evidence from your practice management software, cloud providers, and IT systems—saving hundreds of hours annually.
- 50+ native integrations
- Continuous evidence collection
- Auditor-ready exports
Investor data rooms & M&A due diligence
Whether you're acquiring another firm or being acquired, security documentation matters. Generate one-click due diligence packages with complete compliance status, control evidence, and security posture—everything buyers and sellers need.
- M&A-ready documentation packages
- Complete security posture overview
- Compliance status snapshots
Risk analysis with decision guidance
Not all risks are equal. Our risk analysis engine helps you understand which risks to accept, which to mitigate, and which need immediate attention—with quantified business impact for your firm.
- Accept vs. mitigate guidance
- Business impact scoring
- Board-ready risk reports
We tell clients to get SOC 2 certified—it was embarrassing that we weren't. The gap analysis showed us exactly where we stood, and the audit packs made evidence collection painless. Our auditor said it was the most organized Type 1 they'd seen.
Use cases
How accounting firms use vCISO Lite
Automated evidence gathering
Connect your practice management software and 50+ tools. Evidence collects itself.
Investor data rooms
One-click export of your entire security posture for M&A due diligence.
Risk analysis & prioritization
Accept vs. mitigate guidance—know which risks need action and which to accept.
Audit pack generation
One-click evidence bundles organized exactly how auditors expect them.
Common questions
What accounting firms ask us
Type I assesses control design at a point in time—typically 8-12 weeks to get audit-ready. Type II requires a 3-12 month observation period where controls must operate effectively. Most firms start with Type I to satisfy client requirements quickly.
vCISO Lite connects to your practice management software, cloud providers, and IT systems. We continuously gather evidence like access logs, configuration settings, and security events. When auditors request evidence, it's already organized and ready to export.
Findings are observations about gaps that need remediation—they're normal, especially on first audits. vCISO Lite helps you track findings, assign owners, and document remediation. Our gap analysis typically catches issues before auditors do, resulting in minimal findings for most clients.
Yes. We provide one-click due diligence packages with complete security documentation, compliance status, and control evidence—valuable whether you're acquiring another firm or being acquired.
Ready to get certified?
Begin your SOC 2 journey today.