Prepare for SOC 2 Audits Faster.

See your entire SOC 2 readiness journey consolidated and simplified into a single, streamlined program that anyone can tackle, no matter how many other priorities have you running in circles.

SOC 2 Program & Audit Templates

Make Sense of SOC 2.

The Guard’s SOC 2 playbook already has SOC 2 figured out for you; all you need to do is follow the simple steps in order to become SOC 2 audit ready. No stress, no research, and no slip-ups. Just a clear path to proving your data security acumen.

soc 2 compliance playbook interface
evidence collection module for SOC-2 data security compliance

SOC 2 Evidence Collection

Automatic Evidence Collection for SOC 2.

Stop struggling with folders on your computer, files on your desk, spreadsheets… where are those, again? The Guard automatically tracks your progress, centralizes your evidence, and proves your work to auditors, without all the overhead you’re used to. Best of all, much of your work can be repurposed to prove compliance in other areas, like HIPAA.

How to Approach SOC 2

Give Your Business Protection & Peace of Mind.

The Guard’s SOC 2 framework brings together every operational requirement in one place—so the work, the evidence, and the proof all live under a single, organized program.

  • Adherence to attestations for policies

  • Streamlined vendor management

  • Essential training requirements

  • Essential cloud and device inventories

  • Robust incident reporting & response

Eliminate Redundancies.

Answer a question once, and it’s applied to all compliance standards. SOC 2, HIPAA, OSHA—one set of answers across every framework you maintain.

Compliance Doesn’t Stop with SOC 2.
Neither do We.

SOC 2 is just one of many controls and programs you’re tasked with. By centralizing all your compliance activities in a single system, The Guard eliminates the redundancies that waste so much time and budget in healthcare.

Build a Safer Workforce

Train, monitor, and manage your entire workforce with a set of tools that makes compliance so intuitive, it becomes the default—not just another chore.

Understand & Minimize Risk

Identify and resolve risk in a system that keeps patients safe and regulators happy. Compliancy Group guides you through every step you need to take.

Track Incidents Responsibly

Incidents are only scary if they go unreported, and unresolved. Track and manage incidents correctly, without adding needless layers of administration.

Manage All Risk Sources

Don’t let third parties jeopardize your business. Compliancy Group simplifies the task of managing vendor risk, so you can feel secure in your business relationships.

“Compliancy Group’s guided process was actually a lot more helpful than something like a consultant service because we were the ones looking into the way our business runs. We created a compliance plan that worked for Phone.com without having to reinvent the wheel.”

JM

Joel Maloff

Chief Compliance Officer, Phone.com

Frequently Asked Questions

SOC 2, Answered.

The questions our customers ask most often—answered with the same care a coach would give you on a kickoff call.

SOC 2 (System and Organization Controls 2) is a voluntary auditing standard developed by the American Institute of Certified Public Accountants (AICPA) that evaluates how a service organization handles customer data. A SOC 2 report is issued by an independent CPA firm after auditing your controls against the AICPA’s Trust Services Criteria.

SOC 2 isn’t a law or a government regulation—it’s a framework your customers (and their procurement teams) use to verify that you take data security seriously. For healthcare vendors, business associates, and SaaS providers, a SOC 2 report has become a near-universal requirement to win and keep enterprise deals.

SOC 2 Type 1 evaluates whether your controls are designed properly at a single point in time. SOC 2 Type 2 evaluates whether those same controls operate effectively over a sustained period—typically 3 to 12 months.

Most organizations start with a Type 1 to prove their program is in place, then pursue a Type 2 once they’ve accumulated enough operational evidence. Type 2 is what most enterprise customers ultimately ask for, because it shows your controls held up under real conditions, not just on paper.

The AICPA defines five Trust Services Criteria that a SOC 2 audit can cover: Security, Availability, Processing Integrity, Confidentiality, and Privacy.

Security (sometimes called the “Common Criteria”) is required in every SOC 2 report. The other four are optional and are included only if they’re relevant to the services you provide. Most organizations start with Security and add Availability and Confidentiality; Privacy and Processing Integrity are added when they directly apply to the product.

Most organizations need three to six months of preparation before a SOC 2 Type 1 audit, and an additional three to twelve months of operating evidence before a Type 2. The exact timeline depends on how mature your existing security program is.

Common readiness work includes writing and attesting to policies, building an asset inventory, training staff, implementing access controls, documenting incident response, and reviewing vendors. With a guided program like The Guard, much of that work can run in parallel—so teams without dedicated security staff can reach audit readiness in a fraction of the time it would take from scratch.

HIPAA and SOC 2 cover overlapping but different ground. HIPAA is a U.S. federal law that protects Protected Health Information (PHI); SOC 2 is a voluntary attestation about your security controls more broadly.

Being HIPAA compliant does not mean you have a SOC 2 report, and vice versa. That said, the underlying controls overlap substantially—policies, access reviews, incident response, vendor management, workforce training, and risk assessments all serve both frameworks. The Guard is designed so the evidence you collect for one program can be reused for the other, which is why most healthcare vendors pursue both side by side.

Only a licensed, independent CPA firm registered with the AICPA can issue a SOC 2 report. Compliancy Group is not a CPA firm and does not perform the audit itself.

What we do is get you ready for the auditor: we provide the program structure, the policies, the evidence collection, and the documentation your CPA needs to evaluate your controls efficiently. When the auditor arrives, your work is organized, attested, and easy to hand over—which keeps audit fees and timelines under control.

SOC 2 costs fall into two buckets: the readiness work and the audit itself. The CPA audit alone typically ranges from roughly $15,000 to $60,000 for small and mid-sized organizations, depending on scope, the criteria included, and whether it’s a Type 1 or Type 2.

Readiness costs vary much more widely. Organizations doing it manually—through consultants, spreadsheets, and ad-hoc documentation—often spend more on the lead-up than on the audit itself. A purpose-built readiness platform reduces that cost by handling the program structure, policy templates, evidence collection, and reporting in one place. Request a demo for pricing specific to your organization.

SOC 2 is an ongoing program, not a one-time project. Reports cover a specific window—usually twelve months—and most organizations re-audit every year to keep their report current.

That means policies need to stay attested, training needs to stay completed, vendors need to stay reviewed, and evidence needs to keep accumulating between audits. The Guard is built for that cadence: it tracks the work continuously, surfaces what’s coming due, and keeps your evidence centralized so each year’s audit is a continuation of the last—not a fire drill.

Achieve SOC 2 Readiness.