DIY Guide To

SOC 2 Certification

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Tasked with achieving SOC 2 compliance for your business but not sure where to start? Our step-by-step guide provides clear and concise instructions on how to obtain your certification and be compliant.

Even if you plan to outsource this function, our guide provides the overview and background knowledge you need to ‘talk the talk’ and lead your organization through this process. The authors are experts in the field and have successfully lead hundreds of organizations to achieve their SOC 2 certification.

A Few Client Testimonials

Javed Singha

As a premier SaaS provider to the construction industry, Fieldwire maintains a unique data set for its clients and we consequently take security and confidentiality matters very seriously. The SOC2 audit can be a daunting process. Audit Liaison was able to quickly gain an understanding of our infrastructure and operations as they guided us through the SOC requirements effectively. They interfaced with the independent auditors from start to finish and the audit results are testimony enough to Audit Liaison’s capabilities.

Javed Singha
CTO, Fieldwire

Steve Dusablon

We had undergone independent audits under SOC 2 and HIPAA for our SafeSend and SafeSend Returns product offerings for a couple years before reaching out to Audit Liaison. Audit Liaison made an immediate impact in improving our security posture and identifying ways to make the independent audit process more efficient and taking much of the burden off me and my team. Although I did not anticipate utilizing Audit Liaison on a recurring basis, the value proposition, the strives we continue to make in our security and confidentiality controls, and in the management of our information security function has made the decision one of the best ones that we have made.

Steve Dusablon
CEO, cPaperless

Kristin Syoen

Audit Liaison has assisted us in serving as our outsourced audit and compliance function for several years now. We engaged them while we were preparing for our initial SOC 2 and HIPAA audits. Audit Liaison has helped Call One transform into a security-focused corporation from top to bottom. As our organizations have continued to grow together, we have come to view the Audit Liaison staff working with us as part of the Call One family.

Kristin Syoen
Director of HR, Call One

Reed Henry

We brought Audit Liaison into Aquera as a virtual Chief Information Security Officer/Chief Compliance Officer to guide us in formalizing our existing information security function and processes ahead of our initial SOC 2 and HIPAA audits. We were in the process of looking for someone but wanted to get started quickly. Audit Liaison came in seamlessly and were a part of our team from the very beginning at a fraction of the cost of a full-time CISO or CCO. They work quickly and efficiently and continually add-value to our security function.

Reed Henry

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Buried in audit acronyms? Since 2009 Audit Liaison has provided compliance audit support to service organizations around the world who receive, process or store sensitive customer data. Our team of certified audit professionals has extensive external and internal audit and compliance experience. Our people and processes ensure that you don't disrupt your operations while pursuing compliance initiatives.

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