SOC 2 Audits Built Around Your Business

Effective, clear, and tech-powered SOC audits.

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How We Approach SOC 2 Audits

Need a SOC 2 Type I or Type II report? We help you obtain independent validation with a report that tells your company’s story and builds trust with the people you’re answering to.

Our Colorado-based team takes the time to understand how your environment works, align what’s in place with the framework, and provide an independent opinion that reflects your system.

Learn About our Process

What "Tailored" Means in Practice

Plenty of firms describe their audits as tailored. Here is what it means when we say it: the scope, the evidence requests, the testing depth, and the way we communicate are all built around how your company operates.

Scoping starts with your system, not a checklist

Before we test anything, we map the audit boundary to how your service really runs: the infrastructure, the people, the vendors, and the data flows behind your customer commitments. Trust Services Criteria beyond Security are included only when your contracts and commitments call for them, and only where it makes sense to a reader of the report.

Evidence requests that match your stack

If you already run a compliance automation platform or keep evidence in your cloud tooling, we work from what those systems capture instead of asking your engineers to reproduce it by hand. One deduplicated request list, mapped to where the evidence lives, keeps the audit from becoming a second job for your team.

Testing calibrated to your size and risk

We calibrate walkthroughs, sample sizes, and control depth to the genuine complexity and risk of your environment. Audits are an iterative process. We hold debrief reviews and use your feedback to shape tools for a process that fit your needs.

Communication built for operators

You work directly with a partner. We use modern tech to manage the conversation with check-ins. You always know where the engagement stands. No junior-team relay, no surprises in the final report.

Looking for the specifics of report types, timelines, and deliverables? Our SOC 2 reporting services page covers Type I and Type II in detail, and our audit process page walks through each engagement phase. Which categories your report covers is a separate question: our blog covers what the five Trust Services Categories are.

Questions About How the Work Runs

Can you use evidence from our compliance platform, or do we start over?

You do not start over. We work with you to understand how your systems actually work, then test them efficiently from the data you already have. What a platform produces still has to be tested.

Who actually performs the testing?

A partner runs the engagement from scoping through report delivery. Our supporting team is US-based, and we have no junior staff.

What determines the boundary of our SOC 2 audit?

The service you make commitments about, not your org chart. We map it to the infrastructure, people, vendors, and data flows behind those commitments.

The Difference

How the work actually runs

Sage Audits

Most firms

Sage Audits

Every request in one portal, uploaded and tracked in one place

Most firms

Evidence requests scattered across email threads, asked repeatedly

Sage Audits

A structured roadmap delivered from day one

Most firms

Unclear timelines, leaving you guessing what comes next

Sage Audits

Whatever you already run, Drata, Vanta, Secureframe or your own exports

Most firms

Spreadsheets and shared drives to track and submit evidence

Sage Audits

Fast, consistent responses, so you are never wondering what is next

Most firms

Days of silence waiting for auditor responses

ArtifactThe Artifact portal showing a SOC 2 Type II evidence request list: each request numbered, with its status, priority, mapped control ID, assignee and due date.
Artifact, our audit portal. We built it, which is the part a firm reselling someone else's tool cannot say.

Why SOC 2 Matters

Enterprise Buyers Expect It

78% of enterprise clients* now require SOC 2 Type II certification before signing. Without it, you're likely out of the running. More and more buyers expect real security proof, not just a policy page.

Win More Deals, Faster

83% of buyers* disqualify vendors without SOC 2. Another 72%* completed audits just to land new clients. It's not just a security milestone. It's a revenue lever.

Third-Party Risk is Real

61% of companies* were breached through a vendor last year. SOC 2 helps you prove you're not the weak link. Buyers want proof that their data and their reputation are safe in your hands.

*Statistics based on industry surveys and published research.

Transparent Pricing

Get Your 
Custom Quote

Our pricing is structured and fixed-fee. What drives it is the complexity of your environment, the key vendors that support your system, and the commitments you have made to customers, along with how you want those aligned to the Trust Services Categories you put in scope. Share a few details about your situation and we will follow up personally, usually with a quick call, to walk through scope and get you a clear fixed quote you can plan around.

What You Can Expect From a Sage Audits Engagement

Independent Perspective on Risk and Controls

We deliver an independent opinion on whether your controls are suitably designed and operating effectively to meet the SOC 2 criteria. That opinion helps build customer trust by showing how your systems are managed.

Clear, Fair, and Straightforward Audits

Audits can be stressful. We keep things transparent, communicate early, and stay collaborative throughout. Learn more about our SOC engagement phases.

Reports That Add Value

A SOC 2 Report should do more than check a box. We talk with your team, evaluate how controls work in practice, and offer feedback on what's ahead with an evolving framework. Learn more about our audit process.

Jordan Novak, Managing Partner

Behind Sage Audits

I'm Jordan Novak, Managing Partner at Sage Audits LLP, with a background in Big Four public accounting and internal IT audit leadership. As independent auditors, we provide objective opinions on control design and operating effectiveness, with clear reporting, open communication, and a collaborative approach aligned to your business.

Learn more about our firm