Prove security to customers. Pass SOC 2 Type I & Type II with confidence
We help you design, implement, and evidence the controls needed to meet the AICPA Trust Services Criteria (TSC) and pass an independent SOC 2 audit without slowing product delivery. From scoping to evidence collection and auditor coordination, we cover the end-to-end journey.
Why SOC 2 matters
- Win enterprise deals – Required by many procurement teams for SaaS/IT services
- Independent assurance – Third-party CPA attests your controls are designed (Type I) and operating (Type II)
- Reduce risk – Structured controls across people, process, tech, and suppliers
- Align once, reuse everywhere – Map SOC 2 to ISO 27001, GDPR/DPDP, HIPAA, PCI DSS
What we do (end-to-end)
1) Scope & Readiness
- Define system boundaries and choose trust categories: Security (common), plus Availability, Confidentiality, Processing Integrity, Privacy as needed
- Gap assessment vs. AICPA TSC; readiness plan for Type I (point-in-time) or Type II (operating effectiveness over 3–12 months)
2) Program, Policy & Governance
- Policy library: security, access, acceptable use, vendor risk, encryption, change mgmt, incident response, backup/DR, vulnerability mgmt, secure SDLC, logging/monitoring, data retention
- Roles/RACI, management oversight, KPIs and review cadence
3) Control Design & Implementation (practical + auditable)
- Identity & Access: SSO/MFA, least privilege, JML (joiner-mover-leaver), privileged access reviews
- Endpoint & Network: EDR, MDM/BYOD, secure config baselines, patching, segmentation
- Cloud Security (AWS/Azure/GCP): CIS baselines, encryption/KMS, backups, key & secret management, infra-as-code controls
- App/Secure SDLC: SAST/DAST, code review, separation of duties, CI/CD gates, change approval & release tracking
- Logging & Monitoring: central logs, SIEM alerts, incident triage & escalation playbooks
- Resilience: backup/restore tests, DR exercises, uptime & capacity monitoring
- Vendor/TPRM: due diligence, DPAs/BAAs where applicable, SOC/ISO evidence collection, continuous monitoring
4) Risk Assessment & Treatment
- Risk methodology, Risk Register, treatment plans tied to controls and TSC
5) Evidence & Audit Pack
- Control matrix mapped to TSC; procedures, screenshots, tickets, configs, reports
- Population & sampling prep (access reviews, change tickets, incidents)
- Evidence calendar and continuous evidence collection for Type II periods
5) Evidence & Audit Pack
- Control matrix mapped to TSC; procedures, screenshots, tickets, configs, reports
- Population & sampling prep (access reviews, change tickets, incidents)
- Evidence calendar and continuous evidence collection for Type II periods
6) Readiness Testing & Mock Audit
- Test control operation, identify gaps, implement corrective actions
7) Auditor Coordination (independent CPA)
- Help select CPA firm (we are your advisor, not the auditor).
- Manage PBC list, cadence, Q&A, and close-out of auditor requests
8) Continuous Compliance
- Automations/integrations (SSO, HRIS, ticketing, CI/CD, cloud) to keep evidence fresh
- Quarterlies, bridge letters, and a customer-facing Trust Center approach
Deliverables you receive
- SOC 2 Scope & Readiness Report (Type I & Type II plan)
- Policy & Procedure Library (audit-ready)
- Control Matrix mapped to AICPA TSC
- Risk Assessment & Risk Register
- Vendor Risk Pack (questionnaires, contracts/DPAs, evidence)
- Incident Response & DR Playbooks + test reports
- Evidence Workbook & Samples (access, changes, incidents, backups, monitoring)
- Mock Audit Report with remediation actions
- Audit Support Pack for the CPA (PBC tracker, narratives, artifacts)
Who it’s for
- SaaS, IT/ITES, managed services, fintech, health-tech pursuing first-time SOC 2 or maturing to Type II
- Scale-ups entering enterprise sales or global markets
- Teams wanting SOC 2 mapped to ISO 27001 / GDPR-DPDP / HIPAA / PCI to avoid duplicate work
A practical control set that passes audit, accelerates sales, and reduces risk supported by clear evidence and processes your team can run day-to-day.
Contact Us Today to book a SOC 2 readiness workshop and receive a tailored audit plan.