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Moderate ComplexityFramework Migration Guide
Expert verified by Kevin A, CISSP
HIPAA
SOC 2

Migrating from HIPAA to SOC 2

If your organization is HIPAA compliant and wants to serve broader B2B markets, SOC 2 is the standard enterprise customers expect. Approximately 65% of HIPAA safeguards map to SOC 2 Trust Services Criteria, making the transition manageable.

65%
Control Overlap
12
Weeks to Compliance
45%
Cost Savings
10
Migration Steps

Critical Compliance Gaps

Trust Services Criteria

SOC 2 uses TSC (Security, Availability, Confidentiality, Processing Integrity, Privacy) which differ from HIPAA's Administrative, Physical, and Technical Safeguards.

System Description

SOC 2 requires a detailed system description document describing services, infrastructure, and control environment. HIPAA doesn't have an equivalent.

CPA Attestation

SOC 2 requires attestation by a licensed CPA firm. HIPAA compliance doesn't require specific auditor credentials.

Broader Control Scope

SOC 2 may cover systems and controls beyond PHI that HIPAA doesn't address.

Step-by-Step Migration Roadmap

Follow these 10 steps to achieve SOC 2 compliance. Estimated timeline: 12 weeks.

1

Map HIPAA safeguards to SOC 2 Trust Services Criteria

2

Identify additional systems beyond PHI environment for SOC 2 scope

3

Create SOC 2 system description document

4

Engage licensed CPA firm for SOC 2 attestation

5

Expand controls to cover non-PHI systems if needed

6

Prepare evidence in SOC 2 format

7

Determine TSC categories (Security + any optional)

8

Complete readiness assessment

9

Undergo Type I or Type II examination

10

Receive SOC 2 attestation report

Unique SOC 2 Requirements

System description document
CPA attestation
Broader scope beyond PHI
TSC-specific documentation

Strategic Use Cases

B2B expansion beyond healthcareEnterprise customer requirementsMulti-industry platformGeneral SaaS customers

Verification Sources

Last verified: January 12, 2026

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HIPAA to SOC 2 Migration FAQs

Do I need SOC 2 if I already have HIPAA$2

For healthcare-only customers, HIPAA may suffice. But non-healthcare enterprises typically require SOC 2. Most healthcare SaaS companies maintain both to serve diverse customers.

Can one audit cover both HIPAA and SOC 2$3

Yes. Many CPA firms offer combined SOC 2 + HIPAA engagements that leverage shared controls, reducing total audit time and cost compared to separate audits.

Which should I get first—HIPAA or SOC 2$4

If you handle PHI, HIPAA is legally required and should come first. SOC 2 is voluntary but often required by B2B customers. Many organizations pursue both simultaneously.

Does SOC 2 Privacy criteria cover HIPAA$5

No. SOC 2 Privacy criteria and HIPAA address different requirements. SOC 2 Privacy is about personal information generally; HIPAA specifically covers Protected Health Information with legal requirements.

About RiscLens

Our mission is to provide transparency and clarity to early-stage technology companies navigating the complexities of SOC 2 (System and Organization Controls 2) compliance.

Who we serve

Built specifically for early-stage and growing technology companies—SaaS, fintech, and healthcare tech—preparing for their first SOC 2 audit or responding to enterprise customer requirements.

What we provide

Clarity before commitment. We help teams understand realistic cost ranges, timeline expectations, and common gaps before they engage auditors or expensive compliance vendors.

Our Boundaries

We do not provide legal advice, audit services, or certifications. Our assessments support internal planning—they are not a substitute for professional compliance guidance.

Technical Definition

SOC 2 (System and Organization Controls 2) is a voluntary compliance standard for service organizations, developed by the AICPA, which specifies how organizations should manage customer data based on the Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy.