Holistiplan vs 1099-Prep

Side-by-side SOC 2 compliance: verification level, type, auditor, and renewal timing.

	Holistiplan holistiplan.com	1099-Prep 1099-prep.com
Verification	Listed	Listed
SOC 2 type	SOC 2 Type II	SOC 2 Type I
Auditor	—	—
Last report	—	—
Renewal	Unknown	Unknown
Region	United States	United States
Size	1–50 employees	—
Certifications	SOC 2 Type IICCPA	SOC 2 Type IISO 27001
Documents	SOC 2 Type II ReportOn request Soc 2 Bridge LetterOn request CCPA Compliance ReportOn request Incident Response PlanOn request Business Continuity / Disaster Recovery PlanOn request 2025 Holistiplan Penetration Test Final - RedactedOn request 2025 Penetration Test Remediation PlanOn request Information Security ProgramOn request Holistiplan COI - 9.1.25On request AI Assurance StatementOn request AWS SOC 2 ReportOn request AWS ISO 27001On request AWS ISO/IEC 42001On request Security Highlights 2026On request Holistiplan W-9On request	—
Hosting	AWS	—
Subprocessors	1 listed	—
Key controls	Not provided	Not provided