Last updated: 2026-09-21
Executive Summary:
Techfino has achieved SOC 2® Type II certification, marking an important milestone in the company’s ongoing commitment to data security, operational controls, and client trust. The independent examination evaluated the effectiveness of Techfino’s controls over an extended period, providing additional assurance around how sensitive client information is protected. As Techfino expands its NetSuite, hosting, integration, automation, and AI-enabled services, SOC 2® Type II strengthens the security foundation supporting that growth and reflects the company’s continued commitment to responsible technology development and protecting the data entrusted to it.
Philadelphia, PA - September, 15, 2026 - Techfino, a NetSuite consulting and technology services firm, today announced that it has achieved SOC 2® Type II certification, an important milestone in the company’s ongoing commitment to data security, operational controls, and the protection of sensitive client information.
The achievement follows an extensive examination of Techfino’s systems, processes, and controls over an extended period. The process included control testing, process reviews, documentation, and ongoing evaluation of the practices Techfino uses to protect the information entrusted to it by clients.
Strengthening Security as Technology Evolve
For Techfino, achieving SOC 2® Type II comes at a time when the role of technology, and the sensitivity of the data moving through it, is changing rapidly.
Techfino supports clients across NetSuite implementation, optimization, integrations, managed services, hosting, automation, and technology development. The company is also expanding its use of Artificial Intelligence (AI) in development and client services, creating new opportunities while introducing additional considerations around how sensitive information is accessed, processed, and stored.
As these capabilities evolve, Techfino is continuing to strengthen the security practices and operational controls that support its work.
“Security is not something we want to address after the fact. It needs to be part of the foundation of how we operate and how we build technology for our clients,” said Bryan Willman, CEO of Techfino. “Achieving SOC 2® Type II is an important step in demonstrating that commitment. Our clients trust us with critical business systems and sensitive information, and we take that responsibility seriously.”
What SOC 2® Type II Means for Techfino Clients
SOC 2® Type II evaluates whether an organization has designed and maintained controls relevant to the security and protection of information over a period of time.
Unlike a point-in-time assessment, a Type II examination evaluates the operating effectiveness of applicable controls over an extended period. This provides clients and business partners with additional insight into the processes an organization has established to support information security and operational consistency.
For Techfino clients, the SOC 2® Type II certification provides additional assurance that the company has formalized and independently evaluated controls supporting the security of the information entrusted to it.
The achievement is particularly relevant for organizations evaluating technology and NetSuite partners that may have access to sensitive financial, operational, employee, customer, or other business data.
An Ongoing Commitment to Data Security
Achieving SOC 2® Type II is not viewed by Techfino as a one-time milestone. As the company’s services, technology, and client needs continue to evolve, Techfino will continue evaluating and improving its security practices and operational controls. The company’s approach is centered on building security into its operations while maintaining the flexibility needed to help clients adopt new technologies.
“Our clients are trusting us with some of the most important systems and information inside their businesses,” said Bryan Willman. “We want to continually earn that trust, not just through the technology we deliver, but through the way we operate behind it.”
Clients and partners looking for additional information about Techfino’s security and compliance practices, or who have security-related questions or documentation requests, can visit the Techfino Trust Center.
About Techfino
Based in Philadelphia, PA, with a global presence in Miami, FL, Uruguay, and the Philippines, Techfino is a people-first collective of techno-functional NetSuite and business process experts. Offering licensing, implementation, integration, optimization, and support, Techfino delivers tailored NetSuite solutions that help companies innovate, optimize, and evolve. Further, Techfino leads a strategic advisory and governance practice for AI Innovation, Planning, and Implementation.
Over the past decade, the firm has completed more than 1,000 successful projects, maintains a 95% customer retention rate, and brings 40+ years of collective leadership experience to clients across industries. Learn more at techfino.com and follow Techfino on LinkedIn.
About SOC 2® Type II
SOC 2® Type II is an independent examination framework developed by the American Institute of Certified Public Accountants (AICPA) that evaluates an organization’s controls relevant to specified Trust Services Criteria. Unlike a point-in-time assessment, a Type II examination evaluates the operating effectiveness of applicable controls over a period of time.
For technology and professional services companies that handle sensitive client information, SOC 2® Type II can provide additional transparency into the processes and controls used to protect that information.
Frequently Asked Questions About Techfino’s SOC 2® Type II Certification
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What is SOC 2® Type II?
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SOC 2® Type II is an independent examination that evaluates an organization’s controls related to information security and other applicable trust service criteria over a defined period of time. A Type II examination assesses not only whether controls are designed appropriately, but whether they operated effectively during the examination period.
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What does Techfino’s SOC 2® Type II certification mean for clients?
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Techfino’s SOC 2® Type II certification provides clients and business partners with greater transparency and additional assurance that Techfino has established and maintained formal controls designed to support the security of information entrusted to the company.
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Why is SOC 2® Type II important for a NetSuite consulting company?
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NetSuite consulting and technology services can involve access to sensitive business information, including financial, operational, customer, and employee data. SOC 2® Type II demonstrates that an organization has undergone an independent examination of relevant controls and their operating effectiveness over time.
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Does SOC 2® Type II apply to Techfino’s AI services?
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SOC 2® Type II is part of Techfino’s broader security and operational framework. As Techfino develops and delivers AI-enabled technology and services, the company is continuing to evaluate how data is accessed, processed, stored, and protected within those environments.
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Is SOC 2® Type II a one-time certification?
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SOC 2® Type II involves an examination of controls over a defined period rather than a single point-in-time review. Techfino views the achievement as part of an ongoing commitment to maintaining and improving its security practices as its technology and services evolve.
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How does SOC 2® Type II differ from SOC 2 Type I?
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SOC 2® Type I evaluates the design and implementation of relevant controls at a specific point in time. SOC 2 Type II goes further by examining the operating effectiveness of those controls over an extended period, typically 3-12 months.
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Why did Techfino pursue SOC 2® Type II?
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Techfino pursued SOC 2® Type II to strengthen its security posture and provide additional assurance to clients and partners who trust the company with sensitive information. The examination is also aligned with Techfino’s continued growth in technology development, hosting, automation, and AI-enabled services.
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Where can I find more information about Techfino’s security and compliance practices?
- Additional information about Techfino’s security and compliance program is available through the Techfino Trust Center. Clients and partners can use the Trust Center for additional security information, questions, and applicable documentation requests.
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