If you’re running a SaaS or cloud-based business in the U.S., you’ve probably heard customers, investors, or even potential partners ask:
“Are you SOC 2 certified?”
For many companies, that one question becomes the turning point in how they approach data security. SOC 2 certification isn’t just a compliance checkbox—it’s a powerful way to build trust, shorten sales cycles, and prove your business can be trusted with sensitive data.
But here’s the big question: how do you actually get SOC 2 certified?
In this guide, we’ll break it down in simple, step-by-step terms. And if you want a deeper dive, check out our detailed walkthrough here: How to Get SOC 2 Certification.
What is SOC 2 and Why Does It Matter?
SOC 2 (Service Organization Control 2) is an auditing standard developed by the American Institute of CPAs (AICPA). It focuses on whether your company has the right controls in place to protect customer data.
SOC 2 reports are based on Trust Services Criteria (TSC):
- Security
- Availability
- Processing Integrity
- Confidentiality
- Privacy
For U.S. SaaS companies, SOC 2 is critical because:
- Enterprise Customers Require It: Many large clients won’t sign a deal without it.
- It Builds Trust: It shows your business follows industry best practices.
- It Reduces Risk: Stronger controls mean fewer surprises in security incidents.
Types of SOC 2 Reports
Before you start, you’ll need to decide which type of report fits your business.
- SOC 2 Type I: A snapshot in time—evaluates if your controls are properly designed on a given date.
- SOC 2 Type II: More comprehensive—tests your controls over a period of 3–12 months.
Tip: Many startups start with Type I to satisfy early customer requests, then move to Type II as they scale.
The SOC 2 Certification Process: Step by Step
Here’s how U.S. companies typically achieve SOC 2 certification:
1. Readiness Assessment
This is your starting point. An auditor (or consultant) reviews your systems, policies, and controls to spot any gaps before the real audit.
Think of it like a practice exam—it helps you know what to fix before the actual test.
2. Define Scope
SOC 2 audits can get expensive if you try to cover everything. Smart companies define scope carefully:
- Which systems handle customer data?
- Which locations and processes are critical?
- Which Trust Service Criteria matter to your customers?
A narrow scope can save time and money while still meeting client requirements.
3. Implement and Fix Gaps
Once you know what’s missing, it’s time to put the right controls in place. Common fixes include:
- Stronger access management
- Logging and monitoring systems
- Updated security policies
- Vendor risk management programs
This is usually the most time-intensive step, but also the most valuable—it builds real security into your company culture.
4. Engage an Accredited Auditor
Only licensed CPA firms can perform SOC 2 audits. Choosing the right partner is critical:
- Do they understand SaaS and cloud environments?
- Are they startup-friendly, or do they treat you like a Fortune 500?
- Do they communicate clearly throughout the process?
5. The Audit
- For Type I, the auditor reviews your policies, processes, and controls as they exist on one date.
- For Type II, the auditor tests how those controls work over time (usually 6–12 months).
Expect interviews, evidence requests, and documentation reviews.
6. Receive Your SOC 2 Report
If you pass, you’ll receive a SOC 2 report you can share with customers, partners, and prospects. It’s your ticket to closing deals faster and building long-term trust.
How Long Does It Take?
For U.S. companies, the timeline depends on readiness:
- SOC 2 Type I: 3–4 months
- SOC 2 Type II: 6–12 months
The key factor is how mature your existing security practices are. Companies with strong foundations move faster; those starting from scratch may need extra prep time.
How Much Does SOC 2 Certification Cost?
Costs vary, but most U.S. companies spend:
- Type I Audit: $15,000–$25,000
- Type II Audit: $25,000–$60,000+
- Readiness Work + Tools: $5,000–$20,000
For a full breakdown of costs and budgeting tips, you can also explore our detailed guide on SOC 2 Compliance Costs.
Common Challenges and How to Overcome Them
- Documentation Overload – Many teams underestimate how much documentation SOC 2 requires. Using compliance automation tools can ease the burden.
- Team Bandwidth – Your engineers and IT staff already have day jobs. Assign a project owner to keep things on track.
- Customer Deadlines – Don’t wait until a big prospect asks for SOC 2. Start early so you’re not rushing under pressure.
Why SOC 2 is Worth It
Yes, SOC 2 takes time and resources. But here’s what you gain:
- Faster enterprise sales cycles
- Increased customer confidence
- Stronger security practices across the board
- A competitive advantage in crowded markets
SOC 2 isn’t just about compliance—it’s about fueling growth.
Final Thoughts
Getting SOC 2 certified may seem like a heavy lift, but with the right roadmap, it’s completely achievable. Start with a readiness assessment, scope carefully, implement smart controls, and choose the right audit partner.
Once you have that SOC 2 report in hand, you’ll not only win more deals—you’ll also build a company culture rooted in trust and security.
Want a full step-by-step breakdown of the journey?
How to Get SOC 2 Certification
In the end, SOC 2 is more than a certificate—it’s a commitment to protecting your customers and growing your business the right way.
