SOC2 Audit Preparation Guide

SOC 2 matters — and you don’t have to navigate it alone. Use our expert-backed guide to start your preparation journey.

Download

11+

years on the market

400+

certified experts

92%+

client NPS

200+

happy clients

SOC 2 Preparation Done Right Is a Strategic Advantage – Done Poorly, It’s a Liability

SOC 2 has become a must‑have for companies that handle customer data – especially SaaS, healthtech, and cloud‑based platforms. Today, more than 70% of enterprise buyers expect vendors to provide a SOC 2 report before signing a contract, and lack of compliance can delay deals, increase risk exposure, and weaken customer trust. Non‑compliance also carries real financial consequences: organizations without mature controls face significantly higher breach costs and longer recovery times, making SOC 2 readiness not just a formality but a core business safeguard. This checklist gives you a clear, practical roadmap for preparing for a SOC 2 audit – helping you understand what’s required, where the biggest gaps typically are, and how to move through the process efficiently. It’s designed to reduce uncertainty, speed up your readiness, and help your team approach the audit with confidence instead of guesswork.

What's Inside the Checklist

A clear breakdown of the five stages of SOC 2 preparation – from internal self-audits and gap analysis to auditor selection and post-audit maintenance.

Guidance on choosing the right SOC 2 report type (Type I vs Type II) based on your goals, budget, and audit timeline.

A walkthrough of key control areas: access management, risk assessment, system operations, change control, monitoring, and more.

Practical insights into readiness assessments and how to organize documentation, policies, and control evidence for audit success.