Interactive Compliance Guide
SOC 2 Compliance Checklist
Your step-by-step guide to SOC 2 compliance. Track your progress, understand requirements, and ensure you dondon'tapos;t miss critical steps on your compliance journey.
Your Progress Overview
0%
Overall Progress
0
Items Completed
45
Items Remaining
Pro Tips for Success
- Start early: SOC 2 preparation typically takes 6-12 months
- Focus on your scope: Don't try to include everything at once
- Document everything: Evidence collection starts from day one
These foundational steps set you up for success. Complete these before diving into technical implementation.
- Define your scope - Identify systems that store, process, or transmit customer dataRequired● Easy
- Choose your criteria - Start with Security + Availability for most SaaS companiesRequired● Easy
- Assign ownership - Designate a compliance lead and cross-functional teamRequired●● Medium
- Set timeline - Plan 6-12 months for implementation + evidence collection● Easy
- Budget planning - Allocate resources for tools, auditor, and internal time●● Medium
💡 Need help with planning? Check out our Implementation Guides
Ready to Get Started?
Don't start from scratch. Our templates and guidance help you implement these controls correctly the first time.
This checklist provides general guidance. Every organization's SOC 2 journey is unique based on their specific systems, risks, and business model.