SOC 2 Compliance

What is SOC 2 Compliance?

Think of SOC 2 Compliance as your company’s way of saying: “Yes, we take your data seriously—and here’s the proof.”

Originally developed by the AICPA, SOC 2 is a security framework that evaluates how well your organization protects customer data—not just technically, but operationally too. It’s based on five principles known as the Trust Services Criteria:

Security, Availability, Processing Integrity, Confidentiality, and Privacy.

Now here’s where it gets real: SOC 2 isn’t just about passing an audit—it’s about building trust at scale. Whether you’re a SaaS startup pitching to enterprises or a mature cloud-first company expanding globally, this report helps eliminate doubt, speed up sales, and make vendor onboarding smoother.

There are two types of SOC 2 reports:

  • Type I gives a snapshot: it checks if your controls are properly designed on a specific day.
  • Type II digs deeper: it looks at how well those controls actually work over time—usually over 3 to 12 months.

 

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SOC 2 Compliance Checklist/Use Cases

The SOC 2 Compliance use case generally includes:

SOC 2 Compliance Process

SOC 2 Compliance process includes the following steps:

Discovery & Assessment

We define scope and assess your current security, identifying gaps and laying the audit foundation.

Remediation & Preparation

We actively help implement necessary controls, gather evidence, and organize documentation for a smooth audit.

Audit Support & Review

We provide direct support during the audit, acting as a liaison, and review the final SOC 2 report.

Ongoing Compliance & Growth

We ensure your security framework scales with your business, supporting annual renewals and future expansion.

Benefits of SOC 2 Compliance

SOC 2 Compliance enhances security by identifying and fixing vulnerabilities. 

Builds Customer Confidence

SOC 2 demonstrates serious security commitment, fostering customer trust through third-party validation and transparency.

Streamlines Sales Cycles

A current SOC 2 report accelerates sales by reducing security review hurdles and boosting credibility significantly.

Enhances Operational Discipline

Pursuing SOC 2 improves internal habits, strengthens accountability, and builds a more robust security posture.

Future-Proofs Security Posture

SOC 2 prepares for larger deals and future certifications, establishing scalable security and risk management.

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Team Certifications

The Compliance Team Certifications include:

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Tools we use

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SOC 2 Compliance Deliverables

You’ll receive a comprehensive assessment of your system’s security posture with Cyber Guardian’s SOC 2 Compliance services. 

The official auditor's report on controls, attesting to Trust Services Criteria.

 

Management's formal statement asserting control design and operating effectiveness.

Detailed overview of the service organization's system scope and relevant data flow.

 

Documentation proving control operation, including logs, reports, and formal security policies.

Trusted by 200+ Founders & CTO World Wide

Hear from our satisfied clients. They’ve experienced enhanced cybersecurity posture and peace of mind with our comprehensive services.

JAZEL OOMMEN Co-founder, Munchtime

We enjoyed working with the Cyberguardians team for our security audit. Their responses were always fast and thorough.

Shilpa M Bhatnagar Founder, Haeywa

The Cyber guardians team is very diligent and always available to help. There understanding of cyber security and testing is par excellence.

Jagjeet Singh Manager IT, Lambda Function

Reliable and Prompt Service, Fast execution with clear guidance and support. Awesome experience with CyberGuardians Team.

Resources

SOC 2 Compliance Resources include:

Screening Report

This report defines the SOC 2 scope, systems, data, and Trust Services Criteria for clear audit evaluation.

Testing Report

This final report details control testing results, proving system and team adherence to policies over time.

Vulnerability Report

This initial report details observed vulnerabilities, showing transparency and an ongoing commitment to SOC 2 compliance.

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Faq's

Find quick solutions to your most common queries here.

If your business handles customer data—especially through a SaaS platform or cloud-based product—SOC 2 compliance isn’t just a nice-to-have. It’s often a requirement from customers, especially if you’re selling to mid-market or enterprise.

At its core, SOC 2 is an independent review of how well your company protects customer data. It’s based on five principles—security, availability, processing integrity, confidentiality, and privacy. You don’t just get a certificate; you get a detailed report that shows you’ve got solid controls in place.

👉 Want to dig deeper? Check out our SOC 2 Certification Guide.

Great question—and one we hear all the time.

SOC 2 Type I looks at your controls at a single moment in time. It’s like a snapshot that says, “Yes, we have the right policies and systems in place today.”

Type II, on the other hand, is more like a time-lapse. It tracks how well those controls actually perform over a period—usually three to twelve months.

So if you're trying to close deals quickly, Type I can get you started. But if you're working with more risk-averse clients or want to future-proof your compliance, Type II is the better long-term play.

👉 We explain it fully in our Type I vs Type II breakdown.

It really depends on your current setup. If your security controls are already in good shape, a SOC 2 Type I audit can often be done in 4–6 weeks. Type II takes longer—because the auditor needs to see how your controls hold up over several months.

Add a few extra weeks (or months) if you need to put new systems, processes, or documentation in place before the audit starts.

Cost is always a big consideration. For most companies, the SOC 2 certification process (including the audit) ranges from $10,000 to $50,000—depending on the complexity of your environment, the audit firm you choose, and whether you're going for Type I or II.

This doesn’t include internal time, tools, or advisory support—so it’s worth planning ahead. For more details, we break this down in our SOC 2 Certification Guide.

These five criteria form the backbone of any SOC 2 audit:

  •       Security – How well do you protect systems and data from unauthorized access?
  •       Availability – Can users access your service reliably?
  •       Processing Integrity – Are your systems doing what they’re supposed to—accurately and consistently?
  •       Confidentiality – Is sensitive data shared only on a need-to-know basis?
  •       Privacy – Are you handling personal information responsibly and transparently?

Auditors assess your environment through these lenses, and you can choose which ones apply based on your business model.

If you're planning to sell to bigger clients—or already getting questions from their security or legal teams—then yes, sooner is better.

Getting ahead of SOC 2 compliance helps you avoid last-minute delays in the sales process and shows that you're serious about data protection from the beginning. You don’t need a big security team to do it right—you just need structure and support.

👉 If you’re in the SaaS space, check out our guide for SOC 2 for SaaS Companies.

A SOC 2 audit must be completed by a licensed SOC 2 audit firm—usually a CPA firm accredited to assess your systems against the Trust Services Criteria. Choosing the right auditor is more than just ticking a box. The right audit partner understands your industry, works at your pace, and knows how to evaluate your internal controls without dragging the process out.

At Cyber Guardians, we’ve worked with multiple audit firms and can help match you with one that fits your growth stage, team capacity, and compliance goals.

Parts of it, yes—but SOC 2 compliance can’t be fully automated.

There are excellent tools out there that help streamline evidence collection and policy tracking. But they won’t explain your access control logic to an auditor, fix gaps in your internal controls, or tell you why your last audit flagged an issue.

We recommend automation as a support system—but real audit readiness still requires hands-on work: building processes, writing clear policies, and ensuring your team follows them.

It’s not the end of the road.

A SOC 2 certification doesn’t come with a “pass/fail” label. If something’s missing—like an untested backup procedure or an outdated policy—the auditor will document it as an “exception” in the final SOC 2 audit report.

These exceptions won’t void the report, but they can affect how customers perceive your security posture. That’s why we work with clients upfront to prepare for common audit pitfalls—and fix them before the auditor gets involved.

SOC 2 compliance is absolutely an ongoing effort. A Type I SOC 2 report looks at controls at a single point in time. But most clients—especially in B2B—want to see your consistency over time. That’s where a SOC 2 Type II report comes in, typically reviewed annually.

Keeping your certification means maintaining logs, revisiting your risk policies, testing controls, and staying aligned with the Trust Services Criteria. It’s not a checkbox—it’s a sign of a healthy, maturing security program.

If you handle sensitive customer data and work with regulated industries or enterprise clients, SOC 2 certification will likely come up. It’s essential for:

  •       SaaS companies
  •       API platforms
  •       Cloud-native service providers
  •       Fintech and healthcare tech firms
  •       Any startup aiming to close larger B2B deals

Getting SOC 2 compliant early helps you stand out, reduce sales delays, and build trust with customers who care about data security from day one.