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Overview
As an Enterprise-Level Agentic Process Automation Platform, DeepOpinion enables Customers to process vast amounts of unstructured data—transforming emails, tickets, documents, and scans into intelligent, automated business actions. Operating as a critical intelligence layer for business processes, the platform handles highly sensitive information daily.
Challenge: Building Trust in a Data-Driven AI Platform
From the outset, DeepOpinion approached SOC 2 Type 2 compliance not as an obligation, but as a strategic initiative and an investment in the long-term trust and security foundations of the company. With a clear vision to lead in secure Agentic Process Automation, the team took ownership of the entire audit process.
To ensure the rigor and credibility of their efforts, DeepOpinion chose BD Emerson CPA as their audit partner, recognizing the firm’s expertise in enterprise SaaS environments and its collaborative approach to auditing.
DeepOpinion’s leadership drove the engagement by:
- Initiating a readiness program that mapped their internal controls to SOC 2 requirements.
- Aligning cross-functional teams across engineering, operations, and security to prepare for testing.
- Fostering a culture of transparency, working hand-in-hand with auditors to walk through critical systems and processes.
BD Emerson CPA provided validation, guidance, and external assurance—but it was DeepOpinion’s internal preparation, responsiveness, and ownership that ensured the audit ran smoothly and efficiently from start to finish.
Solution: A Seamless SOC 2 Type 2 Audit with BD Emerson CPA
DeepOpinion partnered with BD Emerson CPA for its SOC 2 Type 2 audit. The audit firm brought a tailored, collaborative approach to the engagement, helping DeepOpinion navigate its first formal audit process with confidence.
I wholeheartedly recommend BD Emerson. Our collaboration was seamless, highly professional, and productive, effectively showcasing our company's commitment to security. –Mark Lechner, CISO @ DeepOpinion
What made BD Emerson CPA the ideal partner:
- Exceptional Responsiveness: BD Emerson’s team was highly engaged and available, ensuring that all of DeepOpinion’s questions were answered promptly throughout the engagement.
- Business-Aligned Approach: Rather than treating the audit as a one-size-fits-all process, BD Emerson invested time to deeply understand DeepOpinion’s architecture, infrastructure, and product design.
- Streamlined Execution: Thanks to this alignment, the audit process–from pre-assessment and readiness to control testing and reporting–went smoothly.
Outcomes: Strategic Gains from a Clean SOC 2 Type 2 Report
After a comprehensive 6-month audit period, DeepOpinion emerged with a SOC 2 Type 2 report, underscoring its mature approach to data security and operational rigor.
Key results include:
Accelerated Deal Closures
The SOC 2 Type 2 report became a powerful enabler in sales conversations, helping DeepOpinion shorten enterprise sales cycles and avoid compliance-related friction with B2B partners.
New Market Access
Certification cleared the way for new customers in regulated industries, where SOC 2 Type 2 is often a non-negotiable.
Foundation for Scalable Security
By aligning early with industry best practices, DeepOpinion reduced the time and effort required to prove its security posture in future deals and audits, freeing up internal resources.
Platform for Continued Trust
The successful audit reinforced DeepOpinion’s brand as a security-first AI company, laying the groundwork for future certifications and compliance initiatives.
DeepOpinion’s successful SOC 2 Type 2 audit not only validated the company’s commitment to customer data security, but also served as a strategic catalyst by boosting enterprise readiness, accelerating growth, and enhancing trust.
For a company leading innovation in agentic process automation, achieving a clean SOC 2 Type 2 report was more than compliance; it’s a launchpad for future scale and credibility.
Ready to Validate Your Security Program with a Trusted Audit Partner?
At BD Emerson CPA, we go beyond checkbox compliance to deliver high-impact audits that accelerate growth. Whether you're preparing for your first SOC 2 or seeking a more seamless experience, our team combines deep technical expertise with a business-first approach.
Schedule a consultation today and discover how an exceptional audit experience can become your next competitive advantage.
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