For SaaS and software companies
Be ready for SOC 2 before the auditor asks.
65 readiness tasks mapped to the SOC 2 trust services criteria, 20 policy templates, and a direct line to your CPA firm if they audit on Secure-Stack.
- 14-day free trial
- No credit card
- Cancel anytime
From the SOC 2 Readiness checklist
- Document a written code of conduct (CC1.1)
- Provide annual security training and track completion (CC1.4)
- Implement least-privilege access (CC6.3)
- Encrypt data in transit and at rest (CC6.7)
- Identify and assess fraud risks (CC3.3)
Each task comes with a plain-English guide.
01Why it matters
What's already being asked of you.
01
A customer asked for your SOC 2 report
Enterprise buyers ask for a report before they sign. Readiness work decides how long that takes and how the audit goes.
02
Security questionnaires slow every deal
The same policies and evidence answer the questionnaires you get in the meantime, so they stop landing on an engineer's desk.
03
Policies need to match what you actually do
Twenty templates cover access, operations, people and risk. Edit them to fit, then attach the evidence that shows they're followed.
02What's included
Frameworks that fit how you work.
These are the frameworks that matter most for you. Starter includes one of your choice; Pro and above include all of them.
65 tasks
SOC 2 Readiness
Control environment, risk assessment, logical and physical access, system operations, change management and monitoring.
40 tasks
Privacy · CCPA / GDPR
Data mapping, data subject requests and processor agreements for customer data.
85 tasks
CIS Controls v8
Technical safeguards that make many SOC 2 controls straightforward to evidence.
SOC 2 policy templates
- Access Control Policy
- Incident Response Plan
- Change Management Policy
- Vendor Risk Management Policy
- Risk Assessment Procedure
- Quarterly User Access Review Procedure
- Security Awareness Training Policy
- Backup and Recovery Procedure
03How it works
Three steps, at your own pace.
1
Answer a few questions
A short questionnaire at signup recommends the frameworks that apply to your business. Add or remove any of them later.
2
Work through the tasks
Each task says what to do and why, with a guide written for people without an IT background. Invite teammates or your IT provider to work through them with you.
3
Keep the evidence
Attach screenshots, documents and notes to each task as you finish it. When a processor, insurer, client or auditor asks, export it.
04Good to know
Questions we hear.
What Secure-Stack doesn't do
Secure-Stack prepares you for a SOC 2 audit. The report itself is issued by an independent CPA firm.
- Does Secure-Stack issue SOC 2 reports?
- No. Only a licensed CPA firm can. Secure-Stack gets you ready, and if your firm runs its audit on Secure-Stack Audit, your evidence moves straight from your checklist to their requests.
- Type I or Type II?
- The readiness tasks are the same. Type II also tests that controls operated over a period, usually 3 to 12 months, so start collecting evidence early.
Start with the SOC 2 Readiness checklist today.
From $50 a month, with a 14-day free trial and no credit card.