Audit Process
Public Trust Assurance
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SOC 3 Examination Process
A Structured Path to Public Assurance
Scoping
Define the system, criteria, reporting period, relevant controls, and examination responsibilities.
Documentation
Prepare policies, system documentation, control narratives, and period-appropriate evidence.
Walkthroughs
The auditor performs inquiries, walkthroughs, inspections, and other procedures on relevant controls.
Control Evaluation
The auditor evaluates whether applicable controls meet the selected Trust Services Criteria for the period.
Report Writing
The independent practitioner issues the SOC 3 report and general-use assurance opinion.
Timeline Overview
Timing varies by scope, reporting period, evidence readiness, remediation, and auditor scheduling.
Demonstrating Reliability Throughout the Review Period
Evidence Across the Period
Auditor & Advisor Roles
The SOC 3 opinion is issued by an independent CPA firm. iExperts supports readiness, documentation, evidence, remediation, and audit coordination while preserving independence.
- Independent AssuranceThe independent service auditor applies AICPA professional standards and Trust Services Criteria to evaluate the in-scope subject matter and form an objective opinion supported by sufficient appropriate evidence.
- Readiness Tailored to Your Environment
- Proactive Gap Management
- Audit-Ready Coordination
- Clear Public Communication
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