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SOC Audit Reports For Sage 100

May 5, 2023 by Wayne Schulz

SOC (System and Organization Controls) reports are standards established by the American Institute of Certified Public Accountants (AICPA) to evaluate the effectiveness of internal controls over the financial reporting of service organizations.

These reports help service organizations to demonstrate their commitment to security, availability, processing integrity, confidentiality, and privacy to their clients and other stakeholders. The report is intended for users who rely on the services provided by the service organization, such as customers, auditors, regulators, and other stakeholders.

Not all organizations require SOC reports, but they are particularly relevant for companies that provide services critical to their customers’ operations, especially those that handle sensitive or confidential data.

When Is SOC Reporting Required?

A SOC (System and Organization Controls) report may be required when a service organization provides services that are critical to its customers’ operations, particularly when those services involve the handling of sensitive or confidential data.

Such services include data hosting, cloud computing, payroll processing, and healthcare claims processing. In many cases, the service organization’s customers may request a SOC report to assure that the organization has appropriate controls to protect their data’s security, availability, processing integrity, confidentiality, and privacy.

Additionally, regulatory requirements or contractual obligations may also require a SOC report. Ultimately, the decision to obtain a SOC report will depend on the specific circumstances of the service organization and its customers.

What Are The Different Types of SOC Reports?

There are three types of SOC reports:

SOC 1

A SOC 1 report, also known as an attestation report on controls at a service organization relevant to security, availability, processing integrity, confidentiality, or privacy, is a type of audit report that assures the design and operating effectiveness of internal controls over financial reporting. SOC 1 reports are typically used by financial institutions and other organizations that are required to comply with specific regulations, such as the Sarbanes-Oxley Act of 2002.

SOC 2

A SOC 2 report, also known as an attestation report on controls at a service organization relevant to security, availability, processing integrity, confidentiality, or privacy, is a type of audit report that assures the design and operating effectiveness of internal controls over one or more of the following trust service principles: security, availability, processing integrity, confidentiality, or privacy. SOC 2 reports are typically used by organizations that need to demonstrate to their customers, partners, or other stakeholders that they have implemented effective security controls.

SOC 3

A SOC 3 report, also known as a management report on controls at a service organization, is a type of audit report that provides a high-level overview of the design and operating effectiveness of internal controls over one or more of the following trust service principles: security, availability, processing integrity, confidentiality, or privacy. SOC 3 reports are typically used by organizations that want to share their security posture with their customers, partners, or other stakeholders.

SOC reports can be a valuable tool for companies that outsource services. They can help ensure that the service organization has adequate controls to protect the company’s data and assets.

Is a SOC Report Available for Sage 100?

According to this knowledgebase article created by Sage on June 14, 2022 (updated March 9, 2023), a SOC report is not required for Sage 100 since “Sage 100 is on-premise software where we do not conduct SOC audits.”

The article elaborates as follows:

  • Available SOC reports (along with applicable bridge letters). [Not applicable, as Sage 100 is on-premise software where we do not conduct SOC audits].
  • Audited Financials and, if applicable, bridge letter. [As a publicly-traded company, customers may review the financial information we make available on our investor webpage at https://www.sage.com/investors/financial-information/]
  • Privacy Policy [Our privacy policy can be found at https://www.sage.com/en-us/legal/privacy-and-cookies/]
  • Terms of Service [The end user license agreement governing a customer’s purchase of Sage 100 can be found at https://www.sage.com/en-us/legal/terms/]
  • Business Continuity Plan/Test Results [Not applicable to on-premise software where we do not have access to a customer’s data]
  • Copy of Information Security Policy [Not applicable to on-premise software where we do not have access to a customer’s data]

Filed Under: Sage 100 ERP, sage 100cloud, Sage Partner Cloud Tagged With: soc reports

Sage Adds Strategic Hosting Provider Option to Sage 100 Partner Cloud

July 7, 2021 by Wayne Schulz

Sage has launched an additional option for Sage 100 customers who haven’t yet moved to the cloud. Sage adds a Strategic Hosting Provider option which joins the Sage Partner Cloud program, an offering where partners act as the service provider using an Azure platform and provisioning portal.

The Strategic Hosting Provider utilizes existing cloud providers and is available for Sage partners wishing to use an accredited hosting provider in moving their Sage 100 customers to the cloud. The Strategic Hosting Providers must meet a stringent process to become accredited by Sage.

To help customers off-plan who would like to come back and also transition to the cloud Sage has unveiled the following promotions which apply to both on-plan and off-plan users.

Sage 100 Promotions For Moving To The Cloud

For existing Sage 100 users who’ve been off-plan between 12 and 48 months, the following opportunity applies.

Come back on plan with Sage 100 and save 40% off first-year renewal.

  1. Customers 1 to 2 years off plan must have a renewal value of $10,000 or more. After applying the discount the final price cannot be below $10,000
  2. Customers on plan for 2 years or longer must have a renewal value of $5,000 or more and their final price cannot be under $5,000 after applying the discount.
  3. The 40% discount only applies to Sage 100 products and user counts ( licenses ) in use when the company went off plan.
  4. Customers must renew with (a) Sage Partner Cloud or (b) Sage Strategic Hosting Provider ( additional fee applies for hosting which presumably is not subject to the 40% discount )
  5. Promotion valid July 1, 2021 through 9/20, 2022.

For existing Sage 100 users who are on-plan and wish to move to the cloud using Sage Partner Cloud ( does not apply to the use of Sage Strategic Hosting Provider).

  1. Receive 25% off the list price for all Sage Partner Cloud bundles in the first year, 15% off in the second year
  2. Applies to annual subscription only
  3. Existing subscription customers must purchase equal or greater number of users
  4. Cannot be combined with other promotional offers
  5. Not valid for Strategic Hosting Provider program

Cloud hosting for Sage 100 has been available for many years. For a more thorough discussion of whether cloud hosting of your accounting solution is appropriate, we advise you to discuss whether a move to the cloud with your Sage partner. Many partners have developed relationships with providers and can share feedback on the pros and cons of various ways available to migrate to the cloud ( and if it’s the right move for your company ).

Filed Under: Sage Partner Cloud, Strategic Hosting Provider Tagged With: sage 100, sage partner cloud, strategic hosting provider

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