SOC 2 Report for Auditors

Owned by Knowledge Assistant
Last updated: Dec 13, 2024
Description of Issue

Does Tyler provide SOC 2 Reports for Auditors?

Context
  • System and Organization Control (SOC)
  • Tyler Technologies
  • tylertech.com 
  • SOC Report
Cause

Auditors are requesting a SOC (Service Organization Control) 2 Report from Tyler Technologies.

Resolution

A SOC Report can be requested through our SOC Compliance page. All requests must be completed through the channels outlined there.


Tyler Clients

  1. Navigate to Tyler SOC Compliance Report Request
  2. Select Are you a Tyler Client?
  3. Select your Tyler product from the drop-down list
  4. Enter the following information:
    1. Name of your organization (the organization making the request)
    2. Your first name
    3. Your last name
    4. Your job title
    5. Your email address
      1. Note: The email address must be the email address associated with the organization making the request. No requests from external email addresses (Gmail, Yahoo, Hotmail, etc.) will be accepted
  5. Click Next
  6. Read through Terms of Use
  7. Click box to accept the terms of use
  8. Click Submit
  9. After submitting your request, you have the option to request additional product reports, which will take you back to the form
  10. You will receive an email from Infosec-compliance@tylertech.com to the address provided in the form including a receipt of the terms of use and the link to download the requested reports

Downloading a New SOC Report

Note: You must be a registered user on tylertech.com to download SOC reports. If you do not have an account, select Register when prompted to log in. Registration may take up to two business days to process. 

  1. Click the link in the email to download the reports
  2. You will see the report for the product(s) your organization uses and the SOC bridge letter
  3. To download the SOC report, click Download Report
  4. To download the SOC bridge letter, click Download Letter


Auditors for Tyler Clients

  1. Select Are you an auditor for a Tyler client to generate step-by-step instructions to request a SOC report. Instructions copied below for reference. 
  2. Download a copy of the Tyler Technologies Confidentiality & Non-Disclosure Agreement (NDA) for auditors
  3. Have a person authorized by your organization to sign legal agreements on the firm’s behalf complete and sign the bottom-right section of the NDA. 
    1. Note: The Recipient line in the signature section is for the name of your firm (as the agreement is between Tyler and that organization, not with an individual).
  4. Send the signed and completed NDA to NDAVerification@tylertech.com for countersignature.
    1. Please include the Tyler products that your client is using to ensure that the properly scoped reports are provided.
  5. Have your client send an email to NDAVerification@tylertech.com authorizing your firm to receive the SOC reports on their behalf. The link to download the reports will not be sent until we have received the client’s authorization.
  6. After the NDA has been verified and countersigned and the client’s authorization is received, Tyler’s security team will send an email including the link to download the SOC reports to the email address of the person requesting the reports, unless provided with an alternate recipient and their email address.
  7. Click the link in the email to download the report
  8. You will be directed to log in to Tyler's Secure File Transfer Utility
    1. If you are a registered user, log in using your existing credentials
    2. If you do not have an account, enter your email address and follow the instructions to create an account
    3. Note: To create an account, you must use the email address to which the link to download the SOC report was sent
  9. After logging in, click Download report and save the .ZIP folder to your desired location.
  10. To open the report, extract the PDF file from the .ZIP folder
Additional Information