COMPLIANCE SERVICE

SOC 2Type 2

Achieve SOC 2 Type 2 attestation with our comprehensive readiness assessment, remediation support, and CPA firm coordination services.

AICPA

Aligned

Type II

Ready

5

Trust Criteria

Start Assessment View Methodology
SOC 2 Type 2 Compliance

What We Deliver

Readiness Assessment

TSC gap analysis

Control Design

Policy & procedures

Implementation

Control deployment

Evidence Strategy

Collection process

Training

Staff preparation

Internal Testing

Control validation

Operating Period

Evidence support

CPA Coordination

Audit support

OUR METHODOLOGY

Type 2 Process

1
TSC Selection

Scope Definition

Define system boundaries and select applicable Trust Services Criteria based on customer and regulatory requirements.

  • System description
  • TSC mapping
  • Boundary definition
  • Subservice identification

Tools

AICPA guidanceScoping templatesSystem documentation
2
Gap Analysis

Control Assessment

Assess current controls against SOC 2 requirements and identify gaps in control design and operation.

  • Control walkthroughs
  • Evidence review
  • Policy analysis
  • Process mapping

Tools

Control matrixTSC requirementsTesting procedures
3
Control Implementation

Remediation

Design and implement controls to address gaps. Develop policies, procedures, and evidence collection processes.

  • Control design
  • Policy development
  • Process implementation
  • Training delivery

Tools

Policy templatesControl frameworksImplementation guides
4
Type 2 Observation

Operating Period

Operate controls for minimum 6-month observation period. Collect evidence and address any exceptions.

  • Evidence collection
  • Control monitoring
  • Exception handling
  • Internal testing

Tools

Evidence repositoryGRC platformMonitoring tools
5
Type 2 Report

CPA Audit

Support CPA firm during fieldwork. Provide evidence, respond to inquiries, and finalize SOC 2 Type 2 report.

  • Audit support
  • Evidence provision
  • Management responses
  • Report review

Tools

Evidence packagesAudit coordinationReport templates
DELIVERABLES

Sample Report Structure

Overall Readiness

75%

Trust Services

5 Criteria

Control Gaps

18 items

High Priority

6 items

Audit Period

6 months

Time to Ready

3-4 months

Key Finding

Organization has solid foundation but needs improvements in change management, incident response, and vendor management before Type 2 audit period. Focus on control consistency and evidence collection.

AICPA TSC

Trust Services Criteria

CC1-CC9

Security (Common Criteria)

Avg Readiness

72%

Description

Protection of information and systems from unauthorized access, disclosure, and damage.

Key Focus Areas

Access controls, network security, change management, incident response, risk management.

Common Gaps

Access review gaps. Change management documentation. Incident response testing. Vendor management.

Required for allGet SOC 2
0+
TSC Aligned
0+
Certification
0+
Trust Categories
0+
Coordination

Achieve SOC 2 Type 2

Demonstrate trust and transparency to your customers with SOC 2 Type 2 attestation.

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