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SOC 2 · 41 resources

MSPs serving finance

Accounting firms, wealth management, registered investment advisors. SOC 2 and SEC compliance shape the entire engagement.

Compliance

Frameworks that apply

SOC 2 Type II

Security · Availability · Confidentiality SEC

Regulation S-P

Customer financial data protection FINRA

Rule 4370

Business continuity planning

Templates

Ready-to-use documents

Financial model

Finance · 12 tabs DOCX

Incident response plan

Security · 18 pages DOCX

Acceptable Use Policy

Compliance · 4 pages

Tools

Vendors with finance specialization

SentinelOne

EDR · SOC 2 audit trail Backup

Datto BCDR

BCDR · Business continuity Identity

JumpCloud

MFA · Conditional access

Articles

Reading list

Client onboarding checklist

A 47-step runbook for onboarding compliance-sensitive financial clients without leaving gaps.

MSPOutpost EditorialApr 25, 202612 min Finance

PSA pricing math

How to calculate the real cost of your PSA and know when the economics of switching make sense.

MSPOutpost EditorialMar 8, 20268 min