SOC 2 Type I in 3 months, Type II observation after.
SOC 2 readiness for B2B SaaS teams pursuing US enterprise contracts. Drata/Vanta/Secureframe-automated evidence, control mapping, audit prep, and partnership with a licensed CPA firm for the formal report.
SOC 2 is the US-centric audit attestation enterprise procurement asks for. Type I is point-in-time (faster, ~3 months). Type II requires a 3–12 month observation window. We do the controls + evidence + auditor coordination so you ship the report on time.
- ·Trust Service Criteria gap assessment (Security mandatory + Availability/Confidentiality/Processing Integrity/Privacy if needed)
- ·Control implementation roadmap with owner + due-date per control
- ·Evidence automation (Drata/Vanta/Secureframe wired to AWS/GCP/Okta/GitHub/etc.)
- ·Policies + procedures + risk assessment + vendor management
- ·Pre-audit dry run with all evidence collected
- ·Coordination with licensed CPA firm for Type I report
- ·Type II observation period management (3–12 months)
- ◇Drata / Vanta / Secureframe
- ◇AWS Config / GCP SCC / Azure Policy
- ◇Okta / WorkOS / Auth0 (SSO + audit log)
- ◇JIRA / Linear (CAPA tracking)
- ◇Licensed CPA partner network
Map current state to Trust Service Criteria. Identify gaps + quick wins.
Pick evidence-automation platform, wire integrations, write policies.
Close gaps. Each control gets an owner, evidence source, and audit trail.
Walk every control end-to-end with evidence. Fix gaps.
CPA firm runs Type I. Report issued.
Continue running controls + collecting evidence. Type II audit 6+ months later.
- ◆SOC 2 Type I / II
- ◆AICPA Trust Services Criteria
- ◆Substantial overlap with ISO 27001 (often pursued together)
- ◆HIPAA technical safeguards alignment
Trust Services Criteria mapping spreadsheet — every applicable criterion mapped to your specific control implementation, evidence source, owner, and last-verified date. Becomes the live source of truth for ongoing compliance + audit-ready exhibit.
Type I or Type II — which do I need?+
Type I to unblock enterprise deals fast (point-in-time). Type II is what most procurement actually asks for, but you cannot get it without first running controls for 3–12 months.
Do you do the audit itself?+
No — the audit must be done by a licensed CPA firm. We prep you, coordinate with the auditor, and run interference.
Is SOC 2 worth the cost?+
If your buyers are US enterprises, yes — it is table-stakes. If your buyers are Indian SMB, often not (ISO 27001 + CERT-In carries more weight).
Drata, Vanta, or Secureframe?+
Drata for engineering UX, Vanta for sales narrative, Secureframe for cost. We are agnostic.