Interactive quiz

Which SOC 1 certification path fits you?

Six questions, two minutes. We’ll point you at the right SOC 1 report -- Type 1 point-in-time, readiness assessment, or full Type 2 -- based on your services, customer requirements, and control maturity.

Why the path matters more than the price

Most SOC 1 budget disasters aren’t about overpaying a CPA firm -- they’re about buying the wrong engagement: a Type 2 when a Type 1 would do, or a cold-start Type 2 that stalls because nobody did readiness first. Answer honestly; the quiz below routes you to the path that fits your situation, with typical costs and timelines for each.

The 2-minute quiz

1. Do your services affect your customers' financial reporting (payroll, billing, claims, transaction processing, hosting)?

2. What have your customers (or their auditors) told you they require?

3. Has your control environment been through a SOC examination before?

4. How mature are your documented controls (access reviews, change management, reconciliations)?

5. What's driving your timeline?

6. How many employees touch the in-scope services?

How scoring works

Each answer is worth 0–2 points (max 12). 0–4: your profile fits the Type 1 path. 5–8: a readiness assessment first. 9–12: a full Type 2 with a licensed CPA firm. This is a routing aid, not an examination opinion -- confirm what your customers will accept in writing.

This quiz is an educational self-assessment. It is not an assessment, a readiness opinion, or a guarantee of any validation outcome.

Know your path? Get quotes

Assessors scope fees around your path. Tell us where you stand and get matched.

Get a free quote