AdvicePay Receives SOC 2 Type II Attestation

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Independent Audit Verifies AdvicePay’s Internal Controls and Processes

Bozeman, MT  – AdvicePay, the leading fee-for-service business solution platform designed exclusively for financial professionals, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of AdvicePay’s controls to meet the standards for these criteria.

“The successful completion of the SOC 2 Type II examination and audit highlights AdvicePay’s continued commitment to deliver best-in-class solutions and safeguards to protect and secure our customers’ data,” said Alan Moore, CEO & Co-Founder of AdvicePay. “This Attestation of Compliance is widely known as the industry benchmark for SaaS businesses and the most stringent examinations of an organization’s security controls, policies, and procedures, and we are proud to exceed customer expectations when it comes to protecting their data.”

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “AdvicePay delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on AdvicePay’s controls.”

About AdvicePay

Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is a fee-for-service business solution built specifically for Financial Advisors who expect efficiency, compliance, and security in their billing and payment processes. Financial advisors benefit from invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system. For more information, visit AdvicePay.com.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.

NorthStar Education Services Receives SOC 2 Type II Attestation

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Independent Audit Verifies NorthStar Education Services’ Internal Controls and Processes

Eagan, MN – NorthStar Education Services, a student financial aid, and payment company, announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that NorthStar Education Services has a continued commitment to security.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. A Type II report specifically tests these controls over a period of time in order to validate their implementation and operating effectiveness.

Taige Thornton, President of NorthStar Education Services, said, “All organizations should ask for SOC reporting from their outsourced service vendors. Whether a vendor can provide a SOC report is a serious risk component that companies need to consider during any vendor due diligence analysis.”

“NorthStar Education Services delivers trust-based services to their clients, and by communicating the results of the Type II audit, their clients can be assured of their reliance on NorthStar Education Services’ controls,” said Joseph Kirkpatrick, President of KirkpatrickPrice.

About NorthStar Education Services

NorthStar Education Services is an affiliate of Ascendium Education Group. For 50 years, our focus has been to deliver industry leading tools to support educational accessibility and success through student loan repayment, employee benefit/payment assistance, next generation financial wellness, and education loan refinancing programs.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com, connect with KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.

Conversational AI Platform, Cognigy, Receives SOC 2 Type I Attestation

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Independent Audit Verifies Cognigy’s Internal Controls and Processes

Düsseldorf, Germany | San Francisco, USA | Sydney, Australia – Cognigy, a global Conversational AI platform vendor, today announced that it has completed its SOC 2 Type I audit, performed by KirkpatrickPrice. This attestation provides evidence that Cognigy has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have designed the necessary internal controls and processes.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design of Cognigy’s controls to meet the standards for these criteria.

“Achieving the SOC 2 Type I audit validation demonstrates Cognigy’s commitment to providing the most secure software and highest quality services to our customers and partners,” said Sascha Poggemann, COO and co-founder of Cognigy. “Cognigy facilitates millions of web, text, mobile, and voice conversations between Customer Service teams and their clients and employees, and it’s our high standards of managing solutions that they trust to conduct business.”

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “Cognigy delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on Cognigy’s controls.”

About Cognigy

Cognigy is a global leader in conversational AI automation for contact centers. Its low-code platform, Cognigy.AI, enables enterprises to automate customer and employee communications using intelligent voice- and chatbots. With precise, reliable intent recognition, highly flexible dialogs, and seamless integration into backend systems, Cognigy.AI creates superior user experiences and helps companies reduce support costs and improve scalability. Cognigy.AI is available in SaaS and on-premise environments and supports conversations in any language and on any channel, including web, phone, SMS, and mobile apps. Cognigy’s worldwide client portfolio includes Daimler, Bosch, Lufthansa, Salzburg AG and many more. Learn more at cognigy.com.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over one thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.

Tower MSA Partners Receives SOC 2 Type I Attestation

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Independent Audit Verifies Tower MSA Partners’ Internal Controls and Processes

Delray Beach, FL – Tower MSA Partners, a Medicare Secondary Payer compliance and Medicare Set-Asides services company, has completed its SOC 2 Type I audit. Performed by Kirkpatrick Price, this attestation provides evidence of Tower’s strong commitment to security and delivering high-quality services to its clients by demonstrating that it has the necessary internal controls and processes in place.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, an organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design of Tower’s controls to meet the standards for these criteria.

“Tower’s processes have been technology driven from its beginning with the privacy and security of client data at the forefront of internal policy and procedure development,” said Tower CEO Rita Wilson.  “We are pleased to receive this affirmation from an independent analysis.”

“The SOC 2 audit is based on the Trust Services Criteria. Tower MSA Partners has selected the security and confidentiality criteria for the basis of their audit,” said Kirkpatrick Price President Joseph Kirkpatrick. “Tower delivers trust-based services to its clients and by communicating the results of this audit, its clients can be assured of their reliance on this company’s controls.”

About Tower MSA Partners

Headquartered in Delray Beach, Florida, Tower MSA Partners’ services include pre-MSA Triage, conditional payments, MSA optimization, preparation, CMS submissions and oversight, along with medical cost projections, life care plans, and Section 111 reporting. Visit www.towermsa.com and https://towermsa.com/blog/.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com.

Accudata Systems Receives SOC 2 Type II Attestation

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Independent Audit Verifies Accudata Systems’ Internal Controls and Processes

Houston, TX – Accudata Systems, Inc., a leading IT consulting and systems integration firm, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that Accudata has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of Accudata’s controls to meet the standards for these criteria.

“Due to Accudata’s dedicated team and advanced capabilities, we felt very confident that we would excel in this year’s audit,” said Accudata Chief Technology Officer Brian DiPaolo. “To have KirkpatrickPrice confirm that we have strong security practices and internal controls provides the assurance our customers value. Achieving compliance with the AICPA standards aligns with Accudata’s unwavering commitment to protecting customers’ data.”

“The SOC 2 audit is based on the Trust Services Criteria. Accudata has selected the security, availability, and confidentiality criteria for the basis of their audit,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “Accudata delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on Accudata’s controls.”

About Accudata Systems, Inc.

Accudata Systems is an IT consulting and integration firm with 38 years of experience providing high-impact IT infrastructure services and integrated solutions. As a trusted advisor, Accudata Systems helps its clients incorporate innovative networking technologies into their IT environments while preserving performance, availability, and security. With an unwavering commitment to customer service and satisfaction since its founding in 1982, Accudata Systems has grown to become one of the largest and most trusted IT integrators in the country. To learn more about Accudata Systems, visit www.accudatasystems.com.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com, connect with KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.