SOC 2 buyer guide: scope, evidence, and auditor selection

SOC 2 is an AICPA attestation examination of controls relevant to Security and any additional Trust Services Criteria selected in scope.

Plan readiness separately from the examination and choose a licensed CPA firm based on documented evidence, not unsupported badges or rankings.

From requirement to report

PhaseBuyer taskOutput
RequirementConfirm what customers ask forReport type, criteria, deadline
ReadinessDesign controls and collect evidenceResolved gaps and defined system
ExaminationSupport testing and respond to exceptionsAuditor evidence and management responses
DeliveryReview description and distribution termsFinal restricted-use SOC 2 report