Managing the modern workforce requires a multi-framework strategy. We provide integrated services that validate your platform’s security and your team’s operational accuracy.
For benefits providers, SOC 1® is the baseline for proving that your claims processing and premium reconciliations are accurate for financial reporting.
SOC 2® is the standard for proving your data security and privacy. We provide the independent verification of these controls, helping you secure "Preferred Provider" status with enterprise HR departments.
We perform the mandatory risk analysis and technical reviews required to ensure your enrollment portals, claims engines, and customer service workflows meet the 2026 HIPAA Security Rule updates.
HR and benefits teams are often overwhelmed by repetitive data requests from clients’ legal and security departments. Our methodology solves this by creating a “Standard of Care” package that satisfies multiple frameworks at once.
We verify your technical controls, such as identity management, encryption for “Sensitive Personal Information,” and automated enrollment logic, one time. We then apply that evidence across your SOC 1®, SOC 2®, and HIPAA readiness reports. This “Test Once, Report Many” approach reduces the administrative burden on your staff and provides a single, high-quality documentation package for all your stakeholders.
…Both operations and assessment teams executed the engagement flawlessly, on-time and on-budget. The Auditwerx team provided us with the necessary guidance, tools and knowledge...We would highly recommend Auditwerx services to organizations of all sizes and requirement complexities.
...Their team has brought a level of knowledge and professionalism that has been unmatched. Our company is required to undergo a number of assessments annually with various firms and Auditwerx has truly been a pleasure to work with...
...The assessment itself was thorough, but non-disruptive. The team was highly professional and very knowledgeable. We recommend Auditwerx...without reservation.
ERISA plan fiduciaries have a legal duty to monitor their service providers. By providing a SOC 1® Type 2 report, you give them the “Proof of Trust” they need to document their oversight and prove that they have selected a high-quality, verified partner for their plan assets.
The 2026 updates have shifted many “addressable” safeguards to “required” status, particularly regarding encryption and Multi-Factor Authentication (MFA). We help you perform the mandatory HIPAA Risk Analysis and technical reviews to verify that your portals and data-sharing workflows meet these prescriptive new standards.
While both provide professional assurance, they serve different internal functions. A SOC 1® focuses on your financial controls, specifically how you handle premiums, claims, and reconciliations, to satisfy your clients’ financial reporting requirements. A SOC 2® focuses on your technical safeguards and demonstrating that the employee data you host is protected from unauthorized access. We often perform these as a unified engagement to provide a complete picture of your operational integrity.
As a Business Associate, you are legally required to perform a formal Security Risk Analysis. Our technical reviews go beyond policy documents; we verify the actual implementation of your encryption, access controls, and logging. This provides the objective evidence needed to prove you are meeting the HIPAA “Required” safeguards for electronic Protected Health Information (ePHI).
Plan sponsors have a fiduciary responsibility to monitor their service providers. Our independent reports serve as the “Evidence of Oversight.” By providing your clients with a SOC 1® or SOC 2® Type 2 report, you give their fiduciaries the professional documentation they need to prove they have performed their due diligence and that your platform is a stable, secure choice for their plan participants.
Many of the controls required for ERISA cybersecurity (like MFA and encryption) are the same as those required for HIPAA and SOC 2®. We map these requirements together so that a single demonstration of your identity management system provides the evidence needed for all three reports, saving your team time and reducing engagement costs.
Choosing Auditwerx for your compliance report gives you a distinct advantage. Secure the necessary assurance to retain and attract clients relying on your financial controls.
We understand the nuances of modern HCM platforms, API-driven benefits exchanges, and AI-powered recruitment tools.
You work directly with the specialists performing your review, ensuring that your specific claims-handling and data-portability workflows are accurately documented.
Benefit from a specialized team backed by the strength of a Top 25 firm.
We deliver the professional, independent reports that stand up to the scrutiny of DOL investigators and corporate fiduciaries.
Don’t let regulatory complexity or data gaps slow your organization’s growth. Connect with our specialists today to build a roadmap for your firm’s digital resilience and client trust.
Assurance is not a product. It’s a practice. In a market full of automation and overnight experts, the distinction has never mattered more. Anyone can check a box. Not everyone can tell you what it means. When it has to be right- choose Auditwerx
Tell us a little about what you need, and our team will schedule a no-pressure conversation. No obligations, just answers you need.
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