A complete SOC 2 programme, from readiness assessment and control design through evidence collection and CPA firm liaison, covering all five Trust Services Criteria for both Type I and Type II attestation.
SOC 2 is audited by an independent CPA firm against AICPA Trust Services Criteria. It cannot be self-certified. Our role is to prepare you so thoroughly that the audit itself is a formality. From gap assessment through to a clean Type II SOC 2 report, we manage control design, evidence collection, auditor liaison, and ongoing compliance monitoring.
Gap-assess controls against TSC categories; produce a prioritised remediation plan with timeline.
Define SOC 2 scope, systems, and applicable TSC categories; minimise scope to reduce cost while satisfying auditor requirements.
Identify and rank risks to TSC categories within scope by likelihood and impact; guide control priorities.
Assess third-party and sub-processor controls within SOC 2 scope; verify downstream compliance and evidence sufficiency.
Advise on TSC category inclusion (Security, Availability, Processing Integrity, Confidentiality, Privacy) based on customer and market requirements.
Catalogue existing controls and map to TSC criteria; identify overlaps and gaps requiring new controls.
Design and implement controls mapped to each TSC category: access, encryption, monitoring, change management, availability.
Collect and organise control evidence across the observation period; format for CPA firm review.
Build the SOC 2 policy and procedure library: information security, access control, incident response, change management, risk management.
Deploy automated monitoring controls (log management, alerting, access reviews) generating ongoing Type II observation evidence.
Implement RBAC, MFA, privileged access management, and user lifecycle processes aligned to TSC Security and Confidentiality criteria.
Deliver SOC 2-aligned security awareness training covering acceptable use, incident reporting, and security hygiene.
Liaise with your CPA firm: answer queries, supply evidence, resolve exceptions to achieve a clean attestation report.
Periodically review controls, evidence sufficiency, and new TSC requirements; maintain readiness for Type II renewals.
Continuously collect, organise, and archive control evidence throughout the observation period; ensure audit readiness at any point.
Implement quarterly access reviews, privileged account audits, and offboarding verification; maintain TSC compliance between audit periods.
Validate incident response procedures remain current and tested through tabletop exercises; document and remediate exceptions promptly.
Maintain change management records and approval workflows; document every infrastructure and application change per TSC requirements.
Any SaaS company selling to US enterprises, government, or regulated sectors. SOC 2 is the minimum security requirement in virtually every enterprise vendor security review.
Managed service providers, data analytics firms, and cloud infrastructure companies that store or process customer data and face vendor security questionnaires.
Series A/B companies that need to unblock enterprise sales cycles. SOC 2 Type I removes the security objection and demonstrates security maturity to investors and customers.
A structured six-phase process from initial readiness assessment through to ongoing audit readiness and Type II report renewal.
Evaluate current controls against TSC requirements, define scope, select applicable categories, and produce a prioritised remediation plan.
Design and implement required controls with documented procedures, policy library, and automated evidence collection mechanisms.
Deploy continuous monitoring controls, configure log management and alerting, and establish evidence collection workflows for the observation period.
Monitor controls over the Type II observation window, collecting continuous evidence and remediating any control exceptions identified during the period.
Coordinate CPA firm audit: provide evidence packages, field auditor queries, resolve exceptions, and receive your SOC 2 attestation report.
Maintain continuous compliance monitoring, evidence collection, and control validation to ensure readiness for subsequent audit periods and Type II renewals.