SOC 2 Type I
Independently audited controls for the financial data you entrust to us.
Independently audited
Security you don’t have to take on faith.
Roth Blueprint is SOC 2 Type I certified. An independent auditor examined how we protect your data — and verified it meets the highest standards in the industry.
What this means for you
Enterprise-grade security
Your financial data is encrypted and guarded by the same caliber of controls the largest institutions rely on — protected end to end.
Independently verified
A third-party auditor — not us — examined our controls and signed off. It’s proof of our security, not a promise about it.
Continuously monitored
Security here isn’t a one-time checkbox. Our controls are monitored around the clock and re-audited on a regular cadence.
Why it matters for your practice
What SOC 2 actually is
A rigorous audit standard from the AICPA that verifies a company securely manages the data its clients trust it with.
Built for sensitive financials
You handle your clients’ most private numbers. So do we — and we’ve had it independently confirmed that we keep them safe.
Verified, not self-graded
The certification comes from an outside auditor. That’s the difference between a security claim and security you can prove.
Peace of mind, verified
Anyone who trusts us with sensitive financial information deserves more than a promise. SOC 2 means “is my data protected?” has an audited answer.
Request the report
Want the details? Just ask.
We’re happy to share our full SOC 2 report with qualified prospects and clients.