Phase 01
Weeks 1–3Readiness Assessment
Scope the applicable Trust Services Criteria and run a full gap analysis.
Scope definitionGap analysisControl matrixRemediation roadmap
SOC 2 · Trust Services Criteria
SOC 2 Type I and Type II,from gap analysis to audit.
Close enterprise deals faster. We run the full SOC 2 program — scoping, controls, evidence, and auditor coordination — while your engineers stay on the roadmap.
Overview
The de facto trust standard for SaaS.
SOC 2 is an AICPA framework that evaluates how service organizations handle customer data across five Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality, and Privacy.
Type I validates that your controls are properly designed at a point in time. Type II proves they operate effectively over a 6–12 month observation window — that's what most enterprise buyers actually want to see.
Trust-based framework
Demonstrates operational excellence to customers, partners, and prospects.
Enterprise procurement default
Increasingly a non-negotiable during security reviews for SaaS vendors.
Competitive differentiator
Unblocks RFPs that explicitly require SOC 2 in their vendor criteria.
Who this is for
SaaS Companies
Essential for moving upmarket and closing enterprise deals.
Cloud Service Providers
Demonstrate secure data handling across multi-tenant environments.
FinTech & Payment Processors
Meet regulatory expectations and client security requirements.
Data & Analytics Platforms
Assure customers about data privacy and processing integrity.
How we deliver
A proven phased approach.
Each phase ships concrete artifacts so you always know what is being delivered and what comes next.
Phase 02
Weeks 4–8Control Design
Design and document controls aligned to the selected criteria.
PoliciesControl narrativesProcess flowsRisk assessment
Phase 03
Weeks 9–16Control Implementation
Deploy technical and administrative controls across your environment.
Technical controlsProceduresEvidence systemEmployee training
Phase 04
Weeks 17–20Type I Audit
Independent auditor validates control design at a point in time.
Audit coordinationEvidence packageRemediationType I report
Phase 05
6–12 monthsType II Observation
Operate controls and collect evidence through the Type II audit window.
Continuous monitoringEvidence collectionQuarterly reviewsType II support
What you get
Concrete deliverables, not just advice.
Every engagement ships a package of artifacts you can take to an auditor, customer, or board.
Complete policy suite
Information security and privacy policies aligned to TSC.
Control documentation
Detailed control narratives and implementation guides.
Risk assessments
Comprehensive risk analysis and treatment plans.
Vendor management
Third-party risk assessment and monitoring program.
Security training
Employee awareness and compliance training materials.
Evidence repository
Organized audit trail and compliance documentation.
Type I report
Independent auditor's SOC 2 Type I attestation.
Type II support
Audit window guidance and evidence collection.
Continuous monitoring
Quarterly compliance reviews and control testing.
Get a quote
Tell us about your SOC 2 project.
We reply within one business day with a tailored scope, timeline, and quote.
FAQ
Questions buyers actually ask.
How long does SOC 2 Type I implementation take?+
Type I typically takes 20–24 weeks from initial assessment to receiving your report. Type II adds a 6–12 month observation window to demonstrate operating effectiveness.
Which Trust Services Criteria should I include?+
Security is mandatory for every SOC 2 audit. The other four (Availability, Processing Integrity, Confidentiality, Privacy) depend on your business model and customer commitments — we help you scope the right set during assessment.
Do I need Type I before Type II?+
Not technically required, but strongly recommended. Type I validates your control design before you commit to a 6–12 month Type II window, reducing risk and cost.
How much does the actual audit cost?+
Auditor fees are separate and typically range $15,000–$50,000 depending on scope, company size, and complexity. We help you select and negotiate with qualified auditors.
Can you help with SOC 2 renewal?+
Yes. Type II reports must be renewed annually. We provide continuous monitoring, quarterly reviews, and annual audit support so renewals stay painless.
Next Step
Ready to start your SOC 2 engagement?
Share a few details about your team and current state. We will come back with a scope and quote you can share with your stakeholders.