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Security & Compliance
2 min read

Tellen Announces Successful Completion of 2026 SOC 2 Type II Audit

February 27, 2026
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Jason Jones

Tellen, a leading provider of AI infrastructure for accounting firms, today announced that it has successfully completed its 2026 SOC 2 Type II audit, receiving an unqualified opinion from its auditors, Advantage Partners. This marks Tellen’s second consecutive SOC 2 Type II examination and reinforces the company’s continued commitment to data security, confidentiality, and compliance.

The SOC 2 Type II audit is an independent assessment of a service organization’s controls related to security, availability, processing integrity, confidentiality, and privacy. The most recent audit covered the review period established for the 2025–2026 examination cycle. The unqualified opinion signifies that Tellen’s controls were designed and operating effectively in accordance with the Trust Services Criteria.

“Successfully completing our second SOC 2 Type II audit with an unqualified opinion reflects the operational discipline and security-first mindset embedded across Tellen,” said Deepak Lalit, CEO and Co-founder of Tellen. “Our accounting firm partners can continue to have full confidence that their sensitive firm and client data is handled with the highest standards of protection as they build and scale AI within their practices.”

As firms expand their use of generative AI for audit quality, substantive testing, document analysis, and financial statement preparation, maintaining strong security controls is essential. Tellen’s secure, cloud-based AI platform enables accounting firms to innovate with confidence while protecting sensitive firm and client data.

With this continued SOC 2 Type II attestation, accounting firms can trust that their data remains protected within Tellen’s secure, compliance-aligned environment.

About Tellen

Tellen is an AI platform for accounting firms designed to support how work is delivered and managed across audit and accounting. The platform brings together firm data, AI-enabled workflows, and advanced analysis to shape how work is performed, reviewed, and continuously improved as AI becomes more central to the profession.

Built with security and compliance at its core, Tellen enables firms to deploy AI in a controlled, private-cloud environment while maintaining full oversight of data, processes, and quality standards. By aligning AI infrastructure with evolving audit and quality management requirements, Tellen helps firms modernize how they execute and supervise work across engagements.

FAQ

Frequently Asked Questions

Learn how Tellen’s AI Agent Workforce powers modern accounting firms.

What is Tellen’s AI Agent Workforce?

Tellen’s AI Agent Workforce is a suite of specialized AI-powered agents designed for accounting firms. These agents automate audit workflows, financial statement preparation, and footnote disclosures while ensuring security, compliance, and transparency.

How do Tellen’s AI agents help accounting firms scale?

By automating time-intensive tasks like attribute testing, financial reporting, and consistency checks, Tellen enables firms to handle more engagements without increasing headcount. This drives higher efficiency, capacity, and profitability.

Are Tellen’s AI agents secure?

Yes. Tellen deploys directly into your firm’s cloud environment (Azure, AWS, or GCP), ensuring that sensitive client data never leaves your control. The platform is also SOC 2 Type II certified, providing enterprise-grade security and compliance.

Can Tellen’s AI agents adapt to our firm’s unique workflows?

Absolutely. Tellen’s agents are dynamic learners. They are trained on your firm’s proprietary data, policies, and tech stack, creating a shared knowledge base that evolves with each engagement.

What accounting tasks can Tellen’s agents automate?

Tellen automates tasks across every audit stage, including:

  • Planning: Research and guidance from accounting standards.
  • Fieldwork: Attribute and control testing.
  • Reporting: Drafting financial statements and footnotes.
  • Review: Consistency checks and quality scans.

How does Tellen improve audit quality?

Tellen ensures accuracy and compliance by cross-referencing data, logging every AI decision, and providing 100% traceable outputs backed by verifiable sources—so your audit files are complete, consistent, and trustworthy.

What ROI can accounting firms expect with Tellen?

Firms using Tellen report significant time savings, revenue-per-employee growth, and improved engagement capacity. For example, one firm achieved 332% ROI and saved nearly 300 hours using AI agents.

How does Tellen's pricing work?

Tellen uses outcome-based pricing—we win when you win. Unlike typical SaaS subscriptions that charge regardless of results, our pricing model is tied to the actual value delivered to your firm. This ensures our incentives are aligned with your success, not just seat counts.

Does Tellen integrate with our existing software?

Yes. Tellen integrates with Caseware and automates evidence collection through portals like Suralink today. Our extensible integration framework supports connecting to additional systems through mutual buildout—we work with you to integrate your specific tools.

How is Tellen different from generic AI tools?

Unlike generic AI or off-the-shelf automation software, Tellen is purpose-built for accounting. It is secure, compliance-focused, and continuously adapts to your firm’s unique processes, ensuring firm-specific intelligence.

How can we get started with Tellen?

You can schedule a demo or consultation via our Demo page. Our team will guide you through setup, deployment, and training so your firm can start scaling with AI-powered efficiency.