SOC 2 Type 2

SOC 2 Readiness & Audit Coordination

Achieve SOC 2 Type 2 attestation with confidence. We help SaaS companies and service organizations implement the controls, documentation and evidence management needed to pass CPA audit scrutiny.

Get SOC 2 Readiness Assessment → Trust Service Criteria

What Is SOC 2?

The Security Standard for Service Organizations

SOC 2 (System and Organization Controls 2) is a framework developed by the AICPA for service organizations to demonstrate that they have effective controls in place for security, availability, processing integrity, confidentiality and privacy.

SOC 2 Type 2 — which covers the operating effectiveness of controls over a defined period (typically 6–12 months) — has become the de facto security attestation demanded by enterprise customers before procurement decisions.

Why SOC 2 matters: Enterprise procurement teams, legal departments and information security officers require SOC 2 Type 2 reports before onboarding SaaS vendors that handle sensitive data. Without it, deals stall.

Demonstrates security posture to enterprise customers
Accelerates sales cycles and RFP responses
Required by most enterprise procurement teams
Provides detailed documentation of your control environment

Trust Service Criteria

The Five TSC Categories

Criteria	Scope
Security (CC)	Required for all SOC 2 audits — logical and physical access controls
Availability (A)	System availability as committed and agreed
Processing Integrity (PI)	Processing is complete, valid, accurate and timely
Confidentiality (C)	Information designated confidential is protected accordingly
Privacy (P)	Personal information is collected, used and retained per commitments

Most SaaS organizations scope Security + Availability + Confidentiality for their initial SOC 2 engagement. We help you determine the right scope for your customers' requirements.

Our SOC 2 Process

From Readiness to Attestation

Phase 1

Scope & Criteria Selection

Define system boundaries, select applicable Trust Service Criteria and identify in-scope services and data flows.

Phase 2

Readiness Assessment

Evaluate existing controls against AICPA Trust Service Criteria. Identify control gaps and remediation priorities.

Phase 3

Control Implementation

Design and implement missing controls. Establish policies, procedures and monitoring processes aligned to TSC requirements.

Phase 4

Evidence Management

Set up evidence collection workflows, document control activities and prepare the evidence artifacts expected by CPA auditors.

Phase 5

Auditor Selection & Coordination

Assist with CPA firm selection, coordinate Type 2 observation period start and serve as liaison between your team and auditors.

Phase 6

Report & Remediation

Support audit review, address exceptions and help finalize the SOC 2 Type 2 report for customer distribution.

Deliverables

What's Included

SOC 2 readiness assessment report with gap prioritization
System description (Section III of SOC 2 report) drafting support
Control matrix mapped to applicable Trust Service Criteria
Policy and procedure templates aligned to SOC 2 requirements
Evidence collection guide and artifact organization
Vendor risk management and third-party controls review
Auditor interface and coordination support during observation period
Exception and management response guidance

Ideal For

Who Benefits from SOC 2?

SaaS companies targeting enterprise or mid-market customers
Cloud service providers and managed service organizations
Healthcare technology and HealthTech platforms
Fintech and financial data processing organizations
HR, payroll and workforce management platforms
Any organization in a vendor security questionnaire bottleneck

Start Your SOC 2 Journey →