ISMS Copilot for CPAs running SOC 2 engagements
Help your SOC 2 clients arrive audit-ready — and run readiness or attestation engagements at higher margin.
Run SOC 2 engagements at scale
- Standardize your SOC 2 readiness methodology across the firm
- Walk clients through the Trust Services Criteria (Security, Availability, Confidentiality, Processing Integrity, Privacy)
- Generate System Description templates aligned to AICPA SSAE 18 / SOC 2 reporting requirements
- Assemble evidence requests organized by criterion for Type 1 and Type 2 audits
- Brief junior staff on framework specifics without senior-time cost
- Cross-walk SOC 2 to ISO 27001, HIPAA, NIST 800-53 when clients need integrated reports
Built for AICPA member firms
AICPA Trust Services Criteria reference (2017 TSC, current)
SOC 2 Type 1 vs Type 2 evidence and timing guidance
System Description templates aligned to SSAE 18
Common Criteria (CC1-CC9) walkthrough for each control
Privacy criterion guidance (when clients elect the Privacy category)
SOC 1 (ICFR) and SOC 3 reporting differences explained
Peer review preparation — documentation of your firm's SOC 2 methodology
Seniors should review judgment, not rewrite the System Description again
ISMS Copilot standardizes the readiness methodology across the firm: Trust Services Criteria walkthroughs, evidence requests organized by criterion, and System Description drafts aligned to SSAE 18. Juniors get the framework specifics without burning partner time. You still sign the opinion. The tool does the first draft of everything around it.
SOC 2 Copilot →Frequently Asked Questions
What's the difference between this page and /for/auditors?
/for/auditors covers the broader auditor persona — internal auditors, ISO 27001 lead auditors, multi-framework certification bodies. This page is specifically for AICPA-member CPA firms running SOC 2 engagements under SSAE 18. There's overlap, but the SOC 2 specifics (TSC, System Description, peer review) live here.
Can I use ISMS Copilot during the audit itself, or just for readiness?
Both. For readiness engagements, it speeds up policy drafting and gap analysis. During an audit, it helps your team look up criterion specifics, generate evidence request lists, and draft sections of the System Description. It does not replace audit judgment or sign off on opinions.
Does it cover the Privacy category?
Yes. SOC 2's Privacy criterion is optional, but increasingly requested by clients selling into California and EU. ISMS Copilot covers the Privacy criterion alongside CCPA and GDPR for clients who want a combined privacy story.
Is the AICPA Trust Services Criteria content current?
Yes. ISMS Copilot uses the 2017 Trust Services Criteria with the points of focus update, which is the version still in effect for current SOC 2 reports. We track AICPA updates and revise content when criteria change.
Can I white-label deliverables for clients?
Business plans support white-labeling so you can present readiness deliverables under your firm's brand. Useful for productized SOC 2 readiness offerings.
Ready to do compliance work faster?
Built for speed, accuracy, and audit-ready output.