Modern SOC & Custom Audit Delivery.
Automate Evidence, Testing, and Reports.
Lockstep helps audit firms deliver more engagements with the same team. Reduce cycles, improve quality, and keep clients happy with AI-powered automation for SOC and custom audits.
Key Features for Audit Firms
Everything your firm needs to deliver efficient, high-quality SOC and custom audits.
- • SOC-focused request templates
- • AI-classified uploads
- • Prior-year evidence roll forward
- • Custom audit framework support
- • Prebuilt SOC 2 programs
- • Custom program builder
- • Control mapping for SOC & custom audits
- • Reviewer workflows
- • Draft SOC test procedures
- • Summarize SOC evidence
- • Identify SOC control gaps
- • Generate SOC workpapers
- • Help automate custom framework testing
- • Auto-assemble SOC 2 Type I/II reports
- • Exportable templates
- • Consistent reviewer comments
Benefits
Complete SOC audits faster with automated evidence collection, testing, and reporting. Get clients to close sooner.
Deliver consistent, high-quality work. Clients appreciate faster turnarounds and clear communication.
Increase capacity without adding headcount. Focus senior time on review and client relationships.
Standardize procedures and documentation across teams. Reduce review cycles and improve defensibility.
Path AI guides your audit team
Path AI learns your firm's methodology and helps auditors take the next right step. It drafts test procedures, summarizes evidence, identifies gaps, and generates workpapers—all while keeping your team in control.
- • Tailored to your firm's SOC and custom audit methodology
- • Reduces manual documentation work
- • Captures reasoning for reviewer approval
- • Consistent guidance across all engagements
For Control 2.4 (Access Reviews), the client uploaded Q3 and Q4 access review logs but Q1 and Q2 are missing. Draft a request for the client contact and flag this as a testing gap.
Audit types we support
FAQs
Yes. You can use our prebuilt SOC 2 programs or customize them to match your firm's approach. Custom audit frameworks are fully supported.
No. Path AI assists your team by drafting procedures, summarizing evidence, and identifying gaps. Your auditors stay in control and approve all work.
Lockstep automatically identifies prior-year evidence and suggests which items can be rolled forward for the current engagement, saving time on evidence collection.
Yes. All workpapers, reports, and documentation can be exported in standard formats for your files or client delivery.
Deliver more audits. Faster and better.
See how leading audit firms use Lockstep to increase capacity and improve quality.