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SOC 2 Compliance
Built for SaaS, Cloud, and Tech-Enabled Teams

Real cybersecurity practitioners, not a CPA checklist, guide you through the entire compliance process, from readiness to your final report.

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What Is SOC 2 Compliance?

SOC 2 is a voluntary attestation framework created by the American Institute of Certified Public Accountants (AICPA) to evaluate how well a service organization safeguards customer data. An independent auditor assesses your controls against the Trust Services Criteria (security, availability, processing integrity, confidentiality, and privacy) and reports on how those controls are designed and, in a Type II examination, how they actually perform over time.

For SaaS providers, cloud vendors, and any company handling customer data, a SOC 2 report has become the standard way to answer a security questionnaire before it ever reaches your inbox. It shortens sales cycles, satisfies vendor risk reviews, and gives your board and investors independent proof that your security program holds up.

Done well, it also means doing the work once and using it many times: one report can answer dozens of customer security questionnaires instead of a new one for every deal.

Why Companies Actually Pursue SOC 2

Faster Sales Cycles

One report answers the security questionnaire before it slows down an enterprise deal.

Stronger Security Posture

The work behind the report tightens your actual controls, not just your paperwork.

Brand Credibility

Independent, AICPA-aligned evidence that you take security seriously, valued by security-conscious investors, partners, and the market at large.

Investor and Board Confidence

Gives your board and investors independent, third-party proof your security program actually works.

Who’s Actually Reading Your SOC 2 Report?

Who Commissions One

Service organizations that store or process client data on someone else’s behalf: SaaS providers, cloud vendors, and other tech-enabled companies asked to prove their security posture before a deal closes.

Who Reads It

Customers and prospects during procurement, business partners and suppliers doing their own risk reviews, and your own board and investors who want independent proof your program holds up.
- SOC 2 IN 2026

Trust Has Become a Sales Requirement

Enterprise procurement teams now ask for a SOC 2 report before a deal moves past security review, and a growing share of RFPs list it as a hard requirement rather than a nice-to-have.

Every InfoGuard engagement also includes a SOC for Cybersecurity report at no extra cost, so you are ready to answer your board, regulators, and public stakeholders too, not just the customers running a vendor questionnaire.

Bottom line: SOC 2 is no longer a milestone reserved for later-stage companies. It is the baseline procurement teams expect before they will discuss a contract at all.

Two Report Types, One Framework

TYPE II: OVER TIME

The report most enterprise buyers expect

Evaluates whether your controls are not only well designed but operating effectively over an observation period of three to twelve months. This is the level of assurance most enterprise buyers and procurement teams are actually asking for.

TYPE I: POINT IN TIME
A fast way to establish that your controls are suitably designed as of a specific date. It is often used as a stepping stone into a first Type II observation period.

SOC for Cybersecurity, Included at No Extra Cost

Every InfoGuard SOC 2 engagement includes a SOC for Cybersecurity report at no additional scope or fee: one engagement, two AICPA-recognized reports. One built for your customers, one built for your board, regulators, and public stakeholders. Here is how the two reports differ.
 SOC 2SOC for Cybersecurity
PurposeReports on your controls for security, availability, processing integrity, confidentiality, or privacy.Reports on your entire cybersecurity risk management program and its maturity.
ScopeA specific service organization, business unit, or service line.Your whole organization’s cybersecurity program.
StandardsLimited to the AICPA Trust Services Criteria.Can be built on any recognized framework, including NIST or ISO 27001.
Responsible PartyService organization management.Entity management.
Third-Party RiskSub-service organizations can be carved out if your vendor management process is documented.Must be addressed directly in the report; it cannot be carved out.
DistributionRestricted to customers and business partners who need it.General distribution; safe to share publicly.
- OUR SOC 2 APPROACH

Built by Security Practitioners
Not Accountants Checking Boxes

InfoGuard’s SOC 2 practice is led by cybersecurity practitioners who help design and run the controls your report will be judged on. We partner with a licensed, California-based CPA firm enrolled in AICPA’s peer review program for the examination itself, so your controls are built by people who operate security programs every day, not just audit them once a year.

How We Help You Achieve SOC 2 Compliance

Readiness
&
Gap Assessment

We evaluate your current controls against the Trust Services Criteria that apply to your organization, identify every gap between where you stand today and what an examiner will test, and map the system boundary: every application, vendor, and data flow the report needs to cover.

Scope
&
Controls Design

Using the assessment findings, we help you select the right Trust Services Criteria for your business, design the technical and administrative controls to satisfy them, and build the policies and procedures your auditor will expect to see in place before testing begins.

Build
&
Remediation

We implement the security tooling and operational controls your design calls for, closing gaps in access management, monitoring, encryption, vendor management, and incident response, and assemble the evidence trail your auditor will review.

Mock Audit
&
Readiness

Through a mock audit that mirrors the real examination, we confirm your evidence and controls hold up before the clock starts on a Type II observation period, then connect you with a trusted, AICPA peer-reviewed CPA firm for the official engagement.

Audit
&
Certification

The official SOC 2 examination itself is performed by our independent, AICPA peer-reviewed CPA firm partner as part of your engagement with us: one point of contact, one coordinated process, from readiness through your final report.

Sustain
&
Monitor

A SOC 2 report has a shelf life; your controls should not drift in between. We provide ongoing monitoring, evidence collection, and policy maintenance so your next observation period starts from a position of readiness rather than a scramble.

FAQ

A Type I report evaluates whether your controls are suitably designed as of a single point in time. A Type II report evaluates the same controls over an observation period, typically three to twelve months, and confirms they actually operated effectively throughout it. Most enterprise buyers expect a Type II.
AICPA independence rules require the CPA firm issuing your SOC 2 report to be independent of any organization that helped design or build your controls. InfoGuard focuses on readiness and remediation; the examination itself is performed by a separate, independent CPA firm.
A readiness assessment is a practice run through the evidence and control testing your auditor will perform, done before the official examination begins. It is the most reliable way to catch a gap while it is still inexpensive to fix.
A Type I report can often be issued within weeks once your controls are in place. A Type II report requires an observation period of three to twelve months on top of that, so most organizations budget several months from initial gap assessment to a certification-ready report.
Yes. Early-stage and growth-stage companies are often the ones facing their first enterprise security questionnaire with the fewest resources in place to answer it. That is exactly where InfoGuard helps most.
There is no fixed expiration date, but most enterprise buyers and procurement teams expect a report dated within the last twelve months, so organizations typically renew on an annual cycle.
Cost depends on your organization’s size, the number of Trust Services Criteria in scope, and how much remediation your environment needs. There is no flat fee. We provide a firm quote after an initial gap assessment.
Both evaluate your information security controls, but SOC 2 is an AICPA attestation aimed primarily at U.S. and North American buyers, while ISO 27001 is an internationally recognized certification against a management-system standard. Many organizations pursuing global enterprise deals eventually hold both.
Possibly, yes. If your product touches customer data and you are selling into enterprise or mid-market accounts, a SOC 2 report is frequently a prerequisite to closing the deal at all, regardless of your company’s size.
Incomplete evidence and inconsistently followed policies are the most common failure points, not missing technical controls. A readiness assessment before the real examination is the most reliable way to catch this while it is still cheap to fix.

A Checkbox Compliance Provider Won’t Cut It

You need real cybersecurity expertise to earn a report that actually holds up under an enterprise buyer’s scrutiny.

InfoGuard is a cybersecurity firm first

Explore our full range of cybersecurity and advisory services.

Tell Us What Needs Attention

Tell us where you stand and what you are trying to accomplish. We will reply with next steps, whether that is a gap assessment, a mock audit, or a straight introduction to a CPA firm partner.
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