SOC2/SOC3 Certification

As a leading IRS-approved tax form processing provider, we know we must establish a trusting relationship with you. Our commitment to keeping your data secure and protected while in our custody is backed by an audit performed on our organization by an independent CPA firm.

Service Organization Control (SOC) Reports


Service Organization Control (SOC2/SOC3) Reporting is conducted for Tab Service Company by the nation’s 11th largest public accounting firm, Plante Moran. The SOC2 report is a detailed and objective evaluation of the following:

  • Security
  • Processing Integrity
  • Confidentiality

The system demonstrates adherence to the underlying controls and principles were found to be adequate and functioning correctly. Clean opinion issued; no exceptions found.

SOC2 Report: Available on request to customers and prospective customers upon execution of a mutual Non-Disclosure Agreement.

SOC3 Report: The SOC3 report is a summary version that documents assurances on controls related to the above principles but without the detailed description of tests and results contained in the SOC 2 report. Our SOC 3 report is available here – view PDF report.

Choosing the Right Tax Form Processing Service…


Selecting an outsourcing provider should not be a leap of faith.  Whether you are conferring confidential data or migrating an important business process outside of your organization – you need to know that we here at Tab Service Company are up to the task. The SOC2/SOC3 reporting provides you that assurance.