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United States · Boston · Attestation

SOC 2 attestation in Boston

Achieve SOC 2 attestation in Boston with Sterling: 8,100+ client engagements in 60+ countries, 20+ years.

  • Independent attestation
  • New York office team
  • Effivity software included
  • Academy training included

Clients include

  • Allianz
  • Emirates Flight Catering
  • Etihad Rail
  • Haier
  • Whirlpool
  • Emerson
In short

SOC 2 attestation in Boston at a glance

Boston's digital health start-ups have a ritual: win a pilot, face the security review, and be asked for SOC 2. The report is a CPA firm's attestation against the AICPA trust services criteria, with security always in scope and availability, confidentiality, processing integrity and privacy added where customers rely on them. It tells a hospital buyer that someone independent has looked at the controls, tested them and recorded exceptions. Sterling's New York office scopes the criteria with the product team, runs a readiness assessment, helps gather evidence through Effivity and prepares staff for the auditor's fieldwork. Sterling itself does not attest; the CPA firm issues the report. Many vendors pair it with ISO/IEC 27001. Local questions follow.

Why here

Why SOC 2 in Boston

  • Digital health and software companies selling to hospitalsProcurement teams ask for a current SOC 2 report during security review.
  • Financial and insurance firms using outsourced softwareFinancial clients use SOC 2 as a standard vendor test.

Not sure it applies to you?Answer a short set of questions and your readiness report arrives by e-mail.

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Local drivers

What drives SOC 2 in Boston

Demand is customer-led: SOC 2 is requested in vendor-security reviews and contracts; no Boston authority requires it.

Requirements

What SOC 2 requires

Strip away the vocabulary and SOC 2 asks a service organisation to report on six things about the controls behind its service.

You describe your system accuratelyA system description sets out your services, infrastructure, people, data and the boundaries of what the report covers.
Security is designed inControls protect the system against unauthorised access and use; security is the one category every SOC 2 report includes.
Access is granted on need and reviewedLogical and physical access is approved on need, removed when no longer required and reviewed regularly.
Changes and operations are controlledSystem changes are authorised and tested, and operations are monitored so incidents are detected and handled.
Risks and vendors are assessedRisks to your commitments, including those coming from vendors and business partners, are assessed and acted on.
Controls work over timeFor a Type 2 report, a licensed CPA firm tests that the controls operated effectively across the review period.

The detail is on the global hub: SOC 2 explained →

How Sterling delivers

How Sterling delivers SOC 2 in Boston

Sterling's New York office scopes the trust services criteria with the security and product teams and runs a readiness assessment before the CPA firm starts. One team carries the work from scoping to report.

Included in every engagement
  • End to end, from one team
  • Effivity ISO & GRC software
  • Preferential Sterling Academy access, with complimentary awareness training for your people
  • Internal auditor training for your audit team, as applicable to your standard
  • Vulnerability assessment on ISMS engagements

The Sterling Promise: 100% on-time completion, 100% success, 8,100+ client engagements.Sterling does not certify. Certification decisions stay with independent bodies.

Law and accreditation

Regulations and accreditation for SOC 2 in the US

The laws, regulators and accreditation route for SOC 2 apply across the US, Boston included. They are set out on the country page: SOC 2 attestation in the US →

Related

Standards Boston organisations combine with SOC 2

All standards Sterling delivers in Boston →

SOC 2 in Boston: questions clients ask

Why do Boston hospital buyers ask for SOC 2?

A SOC 2 report gives them an independent CPA firm's opinion on a vendor's controls, which is easier to compare than a self-completed questionnaire. For vendors handling patient data it often sits beside HIPAA documentation. Whether Type 1 or Type 2 is expected depends on the hospital's policy.

How long should a Boston start-up's SOC 2 observation window be?

The period is agreed with the CPA firm and the customer's expectations; longer periods give stronger assurance but delay the first report. Many start-ups begin with a Type 1 report to unblock deals, then move to Type 2. Ask your key customers what they will accept.

Read more

More on SOC 2

Next step

Start with a free discovery call

A Sterling consultant goes through your sites, your customers' requirements and your target date with you. No proposal until the scope is agreed.

Sources

  1. Health IT and digital health — boston.gov (accessed 8 Oct 2026)
  2. Finance, insurance and real estate — bostonplans.org (accessed 8 Oct 2026)

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