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SOC 2 readiness and audit preparation

A clear path from customer request to SOC 2 report.

Bring your scope, controls and evidence together with support from readiness through coordination of an independent examination.

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Move through the work with a plan.

SOC 2 preparation involves people across the business. We help you organize the work and understand the next decision.

  1. Define the scope

    Discuss your customer requirements, intended report type, services, systems and timing.

  2. Assess readiness

    Review the controls and records you have, identify gaps and assign work to the right owners.

  3. Organize evidence

    Bring policies, records and supporting context together for review, and track outstanding items.

  4. Coordinate the examination

    Prepare for evidence requests and coordinate the engagement with the selected independent CPA firm.

Clear responsibilities at every stage.

DataSecure365 supports readiness and audit coordination through the AT&F CPA firm network. The scope of services and the examining firm are agreed for each engagement.

Your team

Owns the system, controls and management decisions, and performs the work needed to address gaps.

DataSecure365

Helps organize readiness, evidence and coordination so your team has a clearer view of the work.

Independent CPA firm

Determines its examination procedures, evaluates the evidence and issues its report. Readiness support does not guarantee a particular opinion.

Start with a useful guide.

What happens in a readiness assessment?Understand the process and prepare for a review →What evidence should we collect?See examples and use the evidence worksheet →How should we budget for SOC 2?Understand fees, preparation and ongoing costs →

Let’s make your next step clear.

Tell us about your customer requirements and where you are today.

Book a demo ↗