Services / SOC 3

SOC 3 Reports for Public Transparency

CPA-led general-use reporting that demonstrates your security controls without the restriction of an NDA.

The Audience & Problem

Public security validation without legal friction

SOC 1 and SOC 2 reports are restricted-use reports and are commonly distributed through controlled channels or confidentiality arrangements. SOC 3 is designed for general public distribution.

A SOC 3 report solves this problem. It is a public attestation report that summarizes the design and effectiveness of your security controls. It allows marketing and sales teams to put security front-and-center directly on your public website or trust portal.

Primary Benefits

  • Distribute Freely: Post it directly on your website, trust center, or product pages.
  • Shorten Sales Cycles: Remove the legal bottleneck of NDA reviews for early-stage prospects.
  • Marketing Logo: Apply to display the official AICPA SOC logo publicly.
Key Features of SOC 3

Why companies co-issue SOC 3

No NDA Required

Freely share your security posture with prospects, marketing leads, and the public without legal friction.

Derived from SOC 2

Leverages the identical rigor, system scope, and testing methodology of a SOC 2 examination.

Public Seal of Trust

Eligible service organizations may apply to use the AICPA SOC logo, subject to AICPA registration and usage requirements.

Optimized Sales Cycles

Allows sales teams to instantly handle first-stage security requests without waiting for NDAs to be executed.

Trust Portal Integration:

A SOC 3 report is the perfect asset for automated trust portals (such as Whistic, SafeBase, SafeTrust, and others), allowing buyers to self-serve security documentation and instantly clear early-stage vendor risk assessments.

Co-Issuing Process

How to get your SOC 3 report

  1. 01

    SOC 2 Alignment

    We scope your systems and perform standard SOC 2 audit procedures across the Security criteria.

  2. 02

    Fieldwork & Testing

    Our CPA firm tests your controls, collects evidence files, and validates your operating consistency.

  3. 03

    Summary Drafting

    We extract control designs and results, compiling the AICPA-standard public-use SOC 3 summary report.

  4. 04

    Report Delivery

    We deliver your public-use SOC 3 report, making you eligible to apply to display the official AICPA SOC logo.

Audit Deliverables

What you receive

  • Public-Use SOC 3 Attestation Report
  • Eligibility to Apply for the AICPA SOC Logo
  • Summarized Management Assertion Statement
  • CPA-Signed Independent Auditor's Opinion

Common Obstacles

  • Must Audit SOC 2 Criteria First

    You cannot get a SOC 3 without completing the full testing requirements of a standard SOC 2 audit.

  • Simplified Descriptions Only

    If a prospect requires detailed control tests or system designs, a SOC 3 must be supplemented with a SOC 2.

Service Use Cases

Who we support

B2B Customer Support

Platforms handling general customer tickets, chat records, and service requests.

E-commerce Infrastructure

Shopping cart engines, payment gateways, and shipping logistics APIs.

Public Cloud Hosting

Co-location centers, storage systems, and virtualization services.

Anonymized Outcome

B2B Support SaaS Reduces Sales Cycles by 35%

A B2B helpdesk ticketing software provider struggled with sales friction because every prospect required a signed NDA before viewing their SOC 2 report. Expert Insights co-issued a SOC 3 report alongside their annual SOC 2 Type II audit. The client posted the SOC 3 report directly on their public "Trust Page" alongside the AICPA SOC logo. Over the following six months, the sales team reported a 35% reduction in overall sales cycles, eliminating hundreds of manual NDA signing loops.

Related Resources

Get helpful guides and checklists to plan your SOC 3 compliance path:

SOC 3 FAQs

Frequently Asked Questions

What is the main difference between SOC 2 and SOC 3?

A SOC 2 report contains detailed descriptions of your controls, system architecture, and specific auditor test results, making it restricted-use under an NDA. A SOC 3 report covers the exact same Trust Services Criteria but summarizes the findings into a high-level public document that requires no NDA.

Do we need a separate audit to get a SOC 3?

No. A SOC 3 is derived from the same testing procedures performed during a SOC 2 audit. If you are already undergoing a SOC 2 audit, a SOC 3 report can be co-issued at the same time for a minimal additional fee.

Where can we publish our SOC 3 report?

You can publish your SOC 3 report directly on your website, email it to prospects, link to it in marketing newsletters, or distribute it on public security trust portals.

Is there a SOC 3 Type I and Type II?

While technically possible, SOC 3 reports are almost always issued as Type II reports (evaluating operational effectiveness over a period) because they are designed to communicate corporate credibility to enterprise prospects.

Let's Talk

Want to publish a SOC 3 report on your website?

Speak with our CPAs about co-issuing a SOC 3 report alongside your SOC 2 audit.