We help you get SOC 2 audit-ready around your actual business.
System and Organization Controls 2 (SOC 2) is the AICPA’s attestation report for service organizations. It evaluates how you protect customer data across five Trust Services Criteria — and produces an independent report your buyers, partners and procurement teams can rely on.
A Type I report tests your controls at a point in time. A Type II report tests operating effectiveness over an observation window (typically 3–12 months) and is what enterprise buyers expect to see.
AICPA framework (2017 TSC, 2022 points of focus).
Security (required) plus four optional categories.
Point-in-time (Type I) or operating-effectiveness (Type II).
Security is mandatory. The other four are opt-in — scope them only when they matter to your customers.
The common criteria — required in every SOC 2 report. Protects systems against unauthorized access.
RequiredSystems are available for operation and use as committed. Uptime, capacity and disaster recovery.
System processing is complete, valid, accurate, timely and authorized.
Information designated as confidential is protected as committed or agreed.
Personal information is collected, used, retained, disclosed and disposed of appropriately.
A pragmatic four-step engagement — sized for startups shipping their first Type I and enterprises maturing annual Type II programs.
Decide the report type, in-scope systems and which Trust Services categories to include.
Test current controls against the TSC criteria and surface every gap before the audit begins.
Prioritized roadmap, control redesign and policy templates — done alongside your team.
CPA firm coordination, evidence review and support through report issuance.
Every SOC 2 engagement wraps into an audit-quality deliverable set your team owns and reuses year over year.
Type I or Type II — book a discovery call and we’ll build a SOC 2 plan around your buyer commitments and product roadmap.
Talk to a SOC 2 Advisor