Buyer Guide
SOC 2 Preparation Guides
Operational guides for founders and security leads closing enterprise deals. No fluff—just the requirements, evidence patterns, and auditor expectations you need to unblock revenue.
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Access Control
SSO, MFA, and role-based access
Who can access production systems and customer data, and how you enforce authentication and approvals.
User Access Reviews
Periodic reviews and approvals
Scheduled reviews to confirm only the right people keep access to critical systems and data.
MFA & Authentication
Multi-factor and session controls
Strong authentication for workforce, admin, and customer access to reduce credential-based compromise.
Change Management
Approvals and deployment safety
Controlled changes to code, infrastructure, and configuration with approvals and rollback plans.
Secure SDLC
Security in the build pipeline
Embedding security checks into code, build, and deployment processes with documented outcomes.
Logging & Monitoring
Detection coverage and alerts
Collect, retain, and review logs for critical systems with alerts for suspicious activity.
Incident Response
Playbooks and rehearsals
Defined roles, runbooks, and communication plans to handle security incidents quickly and consistently.
Vulnerability Management
Scanning and remediation
Identify, prioritize, and remediate vulnerabilities across applications and infrastructure with tracked SLAs.
Patch Management
OS and dependency updates
Timely updates for operating systems, packages, and infrastructure components with documented approvals.
Vendor Management
Triage and evidence by tier
Assess third parties, collect evidence proportionate to risk, and track approvals and exceptions.
Asset Inventory
Systems, devices, and ownership
Authoritative lists of devices, cloud assets, and applications with owners and lifecycle states.
Data Encryption
In transit and at rest
Encryption coverage for data in transit and at rest, with key management practices documented.
Backup & Recovery
Restorable and tested backups
Backups for critical data with defined retention, encryption, and tested recovery procedures.
Business Continuity Planning
Keep operations running
Plans to sustain critical services during disruptions, with roles, dependencies, and test results.
Security Awareness Training
Educate and measure
Regular security training, phishing simulations, and tracking of completion with follow-up for exceptions.
Risk Assessment
Identify and treat risks
Periodic risk assessments with owners, treatments, and timelines to keep controls aligned with threats.
Audit Logging Evidence
Prove control operation
Traceability for control operation with logs, tickets, and approvals tied to each control activity.
Least Privilege
Minimize access scope
Ensure users and services have only the access they need, with just-in-time elevation where possible.
Endpoint Security
EDR, patching, and disk encryption
Protect laptops and servers with EDR, disk encryption, and enforced patching baselines.