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Managed SOC 2 Compliance: From Readiness to Report

Our end-to-end SOC 2 program management helps SaaS companies build trust, satisfy enterprise demands, and accelerate sales cycles with a seamless, audit-ready compliance posture.

Enterprise Deals Demand a SOC 2 Report

For modern SaaS companies, SOC 2 isn't optional—it's the price of entry for moving upmarket. But navigating the complexities of the Trust Services Criteria and implementing controls is a massive undertaking that can drain your resources and stall growth.

  • The Hidden Tax of an Internal SOC 2 Effort

  • What starts as a side project quickly consumes your most valuable resources, draining the time of the very people you need focused on building and selling your product.

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CTO Time Sink

CTO get trapped in audit meetings, trying to project-manage a complex framework they don't have time to learn.

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Your Best Engineers, Sidelined

Your highest-paid developers are pulled from the roadmap to write policies and gather evidence-a recipe for missed deadlines.

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A Derailed Product Roadmap

The internal effort becomes a "shadow project" that consumes sprints and stalls innovation, giving competitors an opening.

Our Three-Phase Methodology for SOC 2 Compliance

A structured journey to build, launch, and maintain a security program that
buyers trust not just a compliance checkbox

01

Assess

We start with a comprehensive gap analysis against the relevant SOC 2 Trust Services Criteria (TSC). You'll get a clear, actionable roadmap for achieving audit-readiness.

02

Build

We implement the core components of your program: system description, policies, procedures, GRC platform configuration, and the technical controls required to meet the TSC and prepare you for the audit.

03

Operate (Ongoing)

We provide ongoing management of your SOC 2 program, ensuring controls remain effective, evidence is collected continuously, and your team is fully prepared to navigate the audit successfully

01 Assess

Goal: Establish the scope and find the gaps in your current security posture.

  • SOC 2 Gap Assessment

  • System & Data Scoping

  • System Description Development

  • Prioritized Remediation Roadmap

  • Technical Remediation Playbooks

MILESTONES

  • Gap Assessment Report

  • SOC 2 System Description

02 Build

Goal: Implement controls and automate processes for audit readiness.

  • GRC Platform Setup & Integration

  • Policy Customization 20+

  • Tailoring of Controls 100+

  • Customized Mapping of Tests to Controls

  • Fix Automated Evidence Collection Issues

  • Manual Evidence Collection

  • Company Risk Assessments

  • Vendor Risk Assessments

  • Security Awareness Training

  • Access Reviews

  • Penetration Testing

  • Internal Audit

  • Full External Audit Management

MILESTONES

  • Customized Policies 20+

  • Internal Audit Report

  • Penetration Test Report

  • SOC 2 Type I Attestation

03 Operate

Goal: Maintain and improve your compliance posture year-round.

  • Weekly Cadence Calls 

  • Active Compliance Program Management

  • Access to Security & Compliance SME

  • Security Architecture Advisory

  • Continuous Control Monitoring

  • Continuous Evidence Collection

  • Ongoing Company Risk Assessments

  • Ongoing Vendor Risk Assessments

  • Security Awareness & Training

  • Quarterly Access Reviews

  • Annual Policy Updates & Acknowledgement

  • Annual Internal Audit

  • Annual Penetration Testing

  • Annual External Audit Management

MILESTONES

  • Updated Policies 20+

  • Penetration Test Report

  • Internal Audit Report

  • SOC 2 Type II Attestation

Warning: Not All SOC 2 Consultants Are Created Equal.

The market is flooded with junior consultants who focus on one thing: getting green checks in a tool. This "checkbox compliance" approach won't stand up to the scrutiny of a savvy enterprise buyer and it won't actually make you more secure.

The Checkbox Consultant

  • Staffed with junior analysts who lack real-world enterprise experience.

  • Focuses only on passing the audit, leaving you vulnerable between cycles.

  • Fails to withstand prospect due diligence; collapses under security questionnaires, stalling deals.

  • Built on fragile templates that use generic, boiler-plate language, setting up controls that don't match your actual operating environment.

The Truvo Partnership

  • Led by ex-Accenture, enterprise-grade experts with industry certifications.

  • Builds an effective security program where compliance is an outcome, but not the entire objective.

  • We've designed the security gates your buyers use-and we help you pass them.

  • Program documentation is custom-built for your stack, ensuring controls are accurate, defensible, and fully operationalized by your team.

Why Our Security First Approach is Better

A compliance certificate isn't enough. We focus on building a defensible program that
gives you a real competitive edge.

Hackers Don't Read Audits

Our primary goal is to lower your actual risk of a breach by implementing robust security controls that deter real-world threats.

Satisfy Savvy Buyers

We build a program that withstands deep-dive questions from enterprise security teams, giving them the confidence to approve the deal.

Be Ready for What's Next

Our primary goal is to lower your actual risk of a breach by implementing robust security controls that deter real-world threats.

The All-in-One Solution

Our most popular offering. This annual, fixed-price package combines the Build project, the Operate subscription, and includes your GRC platform license, annual penetration test, and external audit fees for a single, predictable price.

Get a Quote for the All-in-One Package

  • Everything in Build

  • Everything in Operate

  • GRC Platform License

  • Annual Penetration Test

  • External Audit

  • Internal Audit

Trusted by Growing B2B SaaS Companies

They don’t just provide recommendations; they ensure we meet our stringent ISO 27001 and SWIFT compliance goals. We trust them with projects of national importance, and they deliver.

Matt Charette

CISO at Payments Canada

SOC 2 Frequently Asked Questions

A Type I report attests that your security controls are designed properly at a single point in time. A Type II report, which is what most enterprise customers want, attests that your controls are operating effectively over a period of time 3, 6 or 12 months.

No, the SOC 2 framework does not explicitly mandate a penetration test.

However, it is considered a best practice and a critical way to gather evidence for several criteria, especially those related to vulnerability detection and risk management (CC3.4, CC4.1, CC7.1). A penetration test is the strongest evidence you can provide to demonstrate your security controls are operating effectively against real-world attacks.

The total time depends on the report type, but generally ranges from two to twelve months and follows a three-step process:

  1. Preparation (8-12 weeks): This is the time your company spends designing and implementing the necessary security controls, policies, and procedures to meet the SOC 2 requirements.

  2. Type 1 vs. Type 2 Audit:

    • Type 1 (Snapshot): If you only need a Type 1 report, which assesses controls at a single point in time, the total timeline is typically 2-4 weeks.

    • Type 2 (Observation Period): For a Type 2 report, your company must first run its controls for a minimum 6-month observation period. This period is mandatory to prove the controls are operating effectively over time.

  3. Reporting (2-4 weeks): After the preparation (Type 1) or the observation period (Type 2) ends, the auditor takes about 2-4 weeks to finalize and issue the official SOC 2 report.

  • Total for Type 1: Approximately 2-3 months.

  • Total for Type 2: Approximately 10-12 months.

Yes! Crafting the System Description, which is Section 3 of the SOC 2 report, is a standard and critical part of our service. We work closely with your team to clearly and accurately document the scope, boundaries, services, controls, and applicable Trust Services Criteria, ensuring it meets all AICPA requirements and is ready for the auditor.

Yes, we do! We provide readiness assessments and internal audit services to help you prepare for your SOC 2. Since we are not a CPA firm (and not the final auditors), we can act as your independent security and compliance consultant to identify gaps and ensure your controls are effective before the official external audit, which significantly streamlines the process.

Ready to Streamline Your SOC 2 Audit?

Let's build a compliance program that wins enterprise deals.

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Free Assessment

From the Blog: Deeper Insights on SOC 2

Explore our latest articles to learn more about navigating the SOC 2 process and
building a culture of security.

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The SOC 2 Snowball: How Law 25 Is Pushing Compliance Down the Supply Chain

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Illustration of the SOC 2 compliance journey progressing from a Type 1 audit to a Type 2 audit.

Why We Recommend SOC 2 Type 1 (Even Though You Don't Need It)

Most companies skip straight to Type 2. It's the "real" SOC 2, right? Type 1 is just not worth it. We used to think that way too. We've changed our ...

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