Financial data deserves financial-grade security
You audit others for SOC 2. Time to achieve it yourself—without the traditional six-figure price tag.
Managing partner walking into the peer-review meeting? Talk to a vCISO →
What SOC 2-ready looks like for a firm
The picture your managing partner shows the enterprise client’s vendor-risk team — and the peer reviewer.
Not a binder your admin rebuilds every April. Not a spreadsheet emailed around before the state board renewal. A living readiness view of the security program you built — your partners, your auditor, your PL insurance underwriter, and your enterprise clients all read from.
Every client portal, every Sage / QuickBooks / Drake workspace, every M365 group — access boundaries the vendor-risk team asks about, wired to who actually touches what.
SOC 2 + IRS Publication 4557 + FTC Safeguards Rule on a single page. The bundle your professional-liability underwriter asks for at renewal — not three separate exports.
January through April is when the phishing volume triples. Findings routed to owners in real time — not surfaced in a quarterly review after the incident already fired.
Getting here — without a $50-150K Big-4 cyber engagement — starts with unblocking the three things every firm hits first.
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
Compare options
vCISO Lite vs. the alternatives
Why mid-sized CPA firms pick us over a Big-4 cyber engagement or a partner-led DIY project.
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.
Sometimes the software isn’t enough.
For the conversations only a person can have — the state board of accountancy’s new cyber attestation, a peer reviewer asking how you verified WISP effectiveness, a professional-liability insurance underwriter walking the Safeguards Rulewith your managing partner — vCISO Lite pairs with the Other20 advisory team. Fifteen years of Fortune 500 + regulated-industry security leadership, priced by engagement, no full-time hire.
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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
How long does SOC 2 Type I vs Type II take?
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.
How does automated evidence gathering work?
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.
What if the auditor identifies findings?
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.
Can we use this for firm M&A due diligence?
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.