SOC 2 Checklist for B2B SaaS
Multi-tenant SaaS platforms must prove data isolation, change safety, and incident responsiveness to enterprise buyers.
Critical B2B-SAAS Controls
Have an existing security policy?
Upload your existing PDF policies to our AI Evidence Gap Analyzer. We'll map your content directly to SOC 2 controls and identify exactly what's missing.
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Top-rated platforms to automate your B2B SaaS compliance roadmap.
Complete SOC 2 Checklist
Broken down by compliance domain for B2B SaaS teams.
Core Infrastructure & Security
- Document tenant isolation controls and monitoring
- Lock down support access with SSO, MFA, and approvals
- Capture release approvals and rollback evidence
- Align incident response to availability SLAs
Operational Controls
- Schedule pentest on auth, RBAC, and data isolation paths
- Prepare sanitized customer trust pack with SOC 2 narrative
Evidence pack to prepare
- •Access review records with approvals
- •Change management tickets with reviewers
- •Incident response runbooks and recent drills
- •Vendor risk assessment summaries
- •System inventory and data flow diagrams
B2B SaaS audit timeline
- 1.Week 1–2: Define scope and control owners
- 2.Week 3–5: Implement evidence collection workflows
- 3.Week 6–8: Run internal readiness review
- 4.Week 9–12: Complete auditor fieldwork and remediation
Common B2B SaaS Pitfalls
Coordinating DB access reviews and support tooling controls
Capturing deployment evidence across multiple teams
Managing availability SLAs and monitoring proofs
Raphael N
Head of Compliance Strategy
Raphael leads go-to-market compliance strategy for high-growth SaaS and AI teams. With over a decade of experience across Big Four firms and fintech startups, he specializes in translating complex SOC 2 requirements into automated, engineering-friendly workflows.
Frequently Asked Questions
What is the first step in SOC 2 Checklist for B2B SaaS?
The first step is conducting a gap analysis to understand your current security posture relative to SOC 2 requirements. This identifies what controls you already have and what needs to be implemented.
How long does SOC 2 Checklist for B2B SaaS typically take?
For most mid-sized companies, the process takes 3-6 months. This includes 2-3 months for readiness prep and control implementation, followed by the audit period and report generation.
What are the core requirements for SOC 2 Checklist for B2B SaaS?
Core requirements include established security policies, evidence of operational controls (like access reviews and vulnerability scans), and documented risk management processes aligned with SOC 2 standards.
Can we automate SOC 2 Checklist for B2B SaaS?
Yes, compliance automation platforms can reduce manual effort by up to 80% through continuous evidence collection and automated control monitoring. However, you still need to define and own the underlying security processes.
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.
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.
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