SOC 2 Implementation

SOC 2 Type I & Type IIImplementation Services

Achieve SOC 2 compliance and build customer trust. From gap analysis to certification audit, we guide you through Type I and Type II implementation in 20-24 weeks.

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What is SOC 2?

SOC 2 (Service Organization Control 2) is a framework developed by the AICPA that evaluates how service organizations handle customer data based on five Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality, and Privacy.

SOC 2 Type I validates that your controls are properly designed, while Type II proves they operate effectively over time (typically 6-12 months).

Trust-Based Framework

Demonstrates operational excellence to clients and stakeholders

Industry Standard

Required by enterprise customers and sales prospects

Competitive Advantage

Differentiates your organization in competitive RFPs

Who Needs SOC 2?

SaaS Companies

Essential for enterprise sales and customer trust

Cloud Service Providers

Demonstrate secure data handling practices

FinTech & Payment Processors

Meet regulatory and client security requirements

Data Analytics Platforms

Assure clients of data privacy and processing integrity

Trust Services Criteria

SOC 2 evaluates your controls across five critical trust principles

Required

Security

Protection against unauthorized access (physical and logical)

Availability

System uptime and operational performance commitments

Processing Integrity

Accurate, complete, timely, and authorized processing

Confidentiality

Protection of designated confidential information

Privacy

Collection, use, retention, and disclosure of personal information

Note: Security is required for all SOC 2 reports. The other four criteria are optional based on your business commitments to customers.

Type I vs Type II

Understanding the difference between SOC 2 Type I and Type II

Type I

Point-in-Time Assessment

Evaluates the design of your controls at a specific point in time. Confirms that controls are properly designed to meet the criteria.

  • Faster to achieve (4-5 months)
  • Lower initial cost
  • Good for early-stage companies
  • Validates control design
  • Required before Type II
Type II

Operating Effectiveness

Evaluates controls over a period (6-12 months). Proves that controls are operating effectively over time.

  • Requires 6-12 month audit period
  • Higher assurance level
  • Preferred by enterprise clients
  • Validates ongoing operations
  • Renewable annually

Our Implementation Process

A proven 5-phase methodology for SOC 2 Type I and Type II success

1

Phase 1

Readiness Assessment

Weeks 1-3

Comprehensive gap analysis and scoping of Trust Services Criteria

Scope definitionGap analysis reportControl matrixRemediation roadmap
2

Phase 2

Control Design

Weeks 4-8

Design and document controls for applicable Trust Services Criteria

Policy documentationControl narrativesProcess flowsRisk assessments
3

Phase 3

Control Implementation

Weeks 9-16

Deploy technical and administrative controls across your environment

Technical controlsAdministrative proceduresEvidence collection systemEmployee training
4

Phase 4

Type I Audit

Weeks 17-20

Independent auditor validates control design at a point in time

Audit coordinationEvidence packageFinding remediationSOC 2 Type I report
5

Phase 5

Type II Preparation

6-12 months

Operate controls and collect evidence for Type II audit period

Continuous monitoringEvidence collectionQuarterly reviewsType II audit support

What You'll Receive

Comprehensive deliverables for SOC 2 compliance success

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

12-month audit period guidance and evidence collection

Continuous Monitoring

Quarterly compliance reviews and control testing

Get Your Custom Quote

SOC 2 implementation varies by scope and criteria. Share your requirements and we'll provide a detailed quote and implementation timeline within 24 hours.

Request a Quote

Get a customized quote for SOC 2 (Type I / Type II) Implementation implementation

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Frequently Asked Questions

How long does SOC 2 Type I implementation take?

Type I implementation typically takes 20-24 weeks from initial assessment to receiving your SOC 2 Type I report. Type II requires an additional 6-12 month audit period to demonstrate operating effectiveness.

Which Trust Services Criteria should I include?

Security is mandatory for all SOC 2 audits. The other criteria (Availability, Processing Integrity, Confidentiality, Privacy) depend on your business model and customer commitments. We'll help you determine the right scope during assessment.

Do I need Type I before Type II?

While not technically required, we strongly recommend achieving Type I first. It validates your control design before committing to the 6-12 month Type II audit period, reducing risk and costs.

How much does the actual audit cost?

Auditor fees are separate and typically range from $15,000-$50,000 depending on your scope, company size, and complexity. We'll help you select and negotiate with qualified auditors.

Can you help with SOC 2 renewal?

Yes! All packages include ongoing support. Type II reports must be renewed annually, and we provide continuous monitoring, quarterly reviews, and annual audit support to maintain your compliance.

Ready to Achieve SOC 2 Compliance?

Start your SOC 2 journey today. Get a customized implementation plan and quote within 24 hours.

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