Sanderson Firm completes SOC 2 Type II audit and launches client portal

By AI, Created 4:21 PM UTC, June 03, 2026, /AGP/ – Sanderson Firm PLLC said June 3, 2026, that it completed its SOC 2 Type II examination and launched a new client portal as it expands technology investments for its Medicare Secondary Payer compliance services. The company says the moves are meant to strengthen security, transparency and service delivery for insurance and property-casualty clients nationwide.

Why it matters: - The SOC 2 Type II result is a formal signal to current and prospective clients that Sanderson Firm’s controls for security, availability, processing integrity, confidentiality and privacy operated effectively over time. - The new client portal gives clients direct access to account performance and service delivery metrics, which could improve visibility and trust in ongoing compliance work.

What happened: - Sanderson Firm PLLC announced June 3, 2026, that it successfully completed its SOC 2 Type II audit. - The Bradenton, Florida-based firm serves the insurance and property-casualty industry nationwide with Medicare Secondary Payer compliance services. - Sanderson Firm also launched a Client Portal designed to show clients key performance indicators in real time.

The details: - SOC 2 is a framework developed by the American Institute of Certified Public Accountants for evaluating internal controls. - A SOC 2 Type II examination measures how effectively those controls operate over a defined period. - Cherry Bekaert issued Sanderson Firm’s SOC reports. - Heather Sanderson, founder and CEO, said the report shows the firm’s information security controls conform to top industry standards. - The company said the audit comes after investments in technology and automation meant to support scalable processes and client-focused solutions. - Cory Lozon, AVP of Technology, said the firm’s technology strategy is central to how Sanderson Firm operates and continues to innovate.

Between the lines: - The audit and portal rollout point to a broader push to position Sanderson Firm as a more technology-enabled MSP compliance provider. - The emphasis on security and transparency suggests the firm is trying to turn operational controls into a competitive advantage as demand grows.

What’s next: - Sanderson Firm said clients can request a copy of its SOC reports by emailing heather@sandersoncomp.com. - The company is continuing to invest in technology and client service tools as it expands its MSP compliance offering. - Sanderson Firm also directed readers to its LinkedIn page and YouTube channel.