Client Testimonials

Andy Ambrose

We initially hired Audit Liaison to assist us in responding to a large financial institution’s information security requests and help prepare us for our initial SOC 2 audit. Audit Liaison helped us create our information security program built on the ISO 27001 framework, created our entire Information Security Policies and Procedures, and have assisted us in interacting with our clients’ vendor management teams as we navigate through very intense vendor procurement. The level of security and compliance maturity Liveoak has achieved in a few short years could not have been accomplished at such an incredible value otherwise. As a result, Audit Liaison has become a permanent part of the Liveoak Team.

Andy Ambrose
CEO, Liveoak Technologies

Steve Dusablon

We had undergone independent audits under SOC 2 and HIPAA for our SafeSend and SafeSend Returns product offerings for a couple years before reaching out to Audit Liaison. Audit Liaison made an immediate impact in improving our security posture and identifying ways to make the independent audit process more efficient and taking much of the burden off me and my team. Although I did not anticipate utilizing Audit Liaison on a recurring basis, the value proposition, the strives we continue to make in our security and confidentiality controls, and in the management of our information security function has made the decision one of the best ones that we have made.

Steve Dusablon
CEO, cPaperless

Kristin Syoen

Audit Liaison has assisted us in serving as our outsourced audit and compliance function for several years now. We engaged them while we were preparing for our initial SOC 2 and HIPAA audits. Audit Liaison has helped Call One transform into a security-focused corporation from top to bottom. As our organizations have continued to grow together, we have come to view the Audit Liaison staff working with us as part of the Call One family.

Kristin Syoen
Director of HR, Call One

Bo McWilliams

First Rate had used internal staff and contractors for years to respond to our clients’ vendor management requests and assist us in the annual, independent SOC 2 audit. However, as the client demands got more extensive and the First Rate management team desired to undergo an annual ISO 27001 audit for its existing customers and prospects, we began searching for a partner who could help us ensure our ISO 27001 audit readiness and assist in managing our customer security, compliance and vendor management teams. In finding Audit Liaison, we found a partner who not only helped us through our initial ISO 27001 audit with no control deficiencies, but also has helped us change the dynamic between First Rate and our customers’ compliance teams. The improvement First Rate has achieved in the customer audit process and corresponding audit results in such a short amount of time has surprised the entire First Rate management team. Audit Liaison has become a welcome, value-add, part of our core team.

Bo McWilliams
Executive Director Managed Hosting, First Rate

Manos Papakonstantinou

Protera Technologies is a managed services provider for all types of IT systems, but we specialize in hosting and managing SAP and other ERP systems in the cloud. As such, our customers have extensive security, availability and confidentiality requirements and expectations. Audit Liaison was referred to us to assist in our initial SOC 1 audit. The Audit Liaison team was able to grasp our operations, help us identify where our controls were meeting the SOC 1 requirements and where we needed to improve. They helped us create all the information security policies and procedures that were expected, assist management in performing a risk assessment, train our employees across the globe on Security Awareness, and acted as an intermediary between my team and the independent auditors. We continue to enjoy successful audit results and continue to work with Audit Liaison as Protera’s outsourced audit and compliance department. I don’t believe that Protera could continue to grow at the pace that we have without the cooperation and guidance we’ve received throughout from Audit Liaison. As new requirements and mandates arise, like GDPR, Audit Liaison has been instrumental in helping Protera meet each new regulation.

Manos Papakonstantinou
Director of Infrastructure, Protera Technologies

Javed Singha

As a premier SaaS provider to the construction industry, Fieldwire maintains a unique data set for its clients and we consequently take security and confidentiality matters very seriously. The SOC2 audit can be a daunting process. Audit Liaison was able to quickly gain an understanding of our infrastructure and operations as they guided us through the SOC requirements effectively. They interfaced with the independent auditors from start to finish and the audit results are testimony enough to Audit Liaison’s capabilities.

Javed Singha
CTO, Fieldwire

John Paasonen

Maxwell has revolutionized the residential mortgage process by creating a Software-as-a-Service platform that streamlines the data gathering, validation and analysis processes for both the financial institutions and their borrowers. Maxwell hired Audit Liaison to assess our SOC 2 audit readiness and assist our team by gaining a thorough understanding of our security, availability, integrity and confidentiality controls, and identifying areas for improvement. We had previously created a set of information security policies and procedures, and we asked Audit Liaison to provide recommendations for additional control language based on the SOC 2 criteria requirements. Audit Liaison further assisted us by facilitating and documenting our risk assessment and preparing and up-leveling our Security Awareness Training ahead of the audit. Finally, Audit Liaison acted as our agent and guided our IT and security teams in gathering the documentation requested by the independent auditors, providing the documentation and necessary commentary on Maxwell’s behalf, and serving as liaison between the Maxwell team and the auditors during fieldwork. The streamlined process used by Audit Liaison and reduced burden on Maxwell resources were invaluable.

John Paasonen
CEO, Maxwell

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