Secure your SaaS business with trusted SOC 2 compliance experts.

In today’s cloud-driven world, SOC 2 Compliance has become a critical benchmark for every SaaS company that manages or stores customer data. It’s not just a checkbox for security audits — it’s a symbol of trust, reliability, and operational excellence. Achieving SOC 2 compliance demonstrates that your SaaS organization has implemented stringent controls to protect sensitive information in line with AICPA’s Trust Services Criteria — Security, Availability, Processing Integrity, Confidentiality, and Privacy.

At VISTA InfoSec, we specialize in helping SaaS providers navigate the complexities of SOC 2 audits — from readiness assessments to certification. Our team of seasoned auditors and consultants ensures your systems, processes, and policies are aligned with SOC 2 Type 1 and Type 2 requirements. We take a hands-on approach to evaluate your environment, identify gaps, and develop a remediation plan tailored specifically for cloud-based businesses.

Whether you’re a growing startup or an established SaaS enterprise, our SOC 2 compliance program is designed to fit your maturity level and budget. We understand the unique challenges SaaS companies face — multi-tenant architectures, rapid deployments, third-party integrations, and continuous delivery pipelines. That’s why our approach focuses not only on achieving compliance but also on building a sustainable security framework that strengthens your brand reputation and customer confidence.

Our end-to-end service includes readiness assessment, gap analysis, control implementation support, policy documentation, audit coordination, and post-certification maintenance. We help you prepare the evidence auditors expect, automate your control tracking wherever possible, and ensure ongoing compliance even as your platform evolves.

By partnering with VISTA InfoSec, you gain more than a compliance certificate — you gain a strategic advantage. SOC 2 compliance helps your SaaS company win enterprise clients, streamline vendor reviews, and build a strong foundation of security trust in every customer relationship.

Whether you aim for a Type 1 or Type 2 report, our experts make the process simple, efficient, and transparent. Let us help you transform SOC 2 from a regulatory burden into a competitive differentiator that drives growth and customer assurance.

1. How to Win and Keep Client Trust

2. The Software as a Service (SaaS) industry has seen both great expansion and notable
downturns in recent years, with key market shifts redefining the landscape.As companies
adapt to the shifting Saas landscape, SOC 2 Compliance for SaaS has emerged as a key
priority—not just as a checkbox for security, but as a signal of trustworthiness and a
commitment to protecting customer data in an increasingly cautious market. After reaching
record highs in 2021, the Saas industry faced a major downturn in 2022, with company
valuations dropping by almost 50%, according to Meritech Capital.

This downturn shook the market, creating pressures around profitability and customer
retention. However, now in 2024, it is a different story. That is despite the challenges, the SaaS
industry is now stabilizing, with B2B SaaS companies projected to grow at an 11% compound
annual growth rate (CAGR) and B2C Saas at 8% for the remainder of the year according to the
recent report of Paddle.

This period of cautious optimism underscores an undeniable priority for SaaS companies:
client trust, particularly as clients increasingly scrutinize data security and compliance
practices. Getting SOC 2 (System and Organization Controls 2) compliance has become a
critical step in building this trust, as it ensures that a company’s data handling and security
protocols meet the appropriate standards.

In this guide, we will learn why SOC 2 for SaaS companies is essential and offer practical steps
to achieve SOC 2 compliance for Saas in 2024.

3. 1Why SaaS companies need SOC 2?

2 Core Trust Principles: Building blocks of SOC 2 for SaaS

3 Which type of SOC 2 report is suitable for SaaS?

4 Key steps to achieve SOC 2 compliance for SaaS companies
4.11. Identify the relevant SOC 2 trust principles

4.2 2. Conduct a readiness assessment

4.3 3. Establish and document security policies and procedures
4.4 4. implement required security controls

4.5 5. Train employees on SOC 2 requirements

4.6 6.Engage in ongoing monitoring and logging
4.77.Conduct a readiness review with an auditor

4.8 8. Schedule and complete the SOC 2 audit

4.9 9. Address findings and achieve continuous compliance

5 The Best way to get your SOC 2 ready

4. Why SaaS companies need SOC 2?

As a SaaS company, you are handling a vast number of customer data from personal
information to financial records. Now data breaches and mishandling of those information
cannot only impact your reputation but can also lead to the loss of your client’s trust. As we
learned in the introduction, SOC 2 is an important step that helps you build trust and
transparency that you will need to assure clients that their data is protected at every level.

By being SOC 2 compliant, you will be able to stand out in a competitive market expressing
your serious concern and approach to data security. That will show also how much serious
you are about data security and are willing to go the extra mile to safeguard your client's
trust.

Plus, many companies often need to comply with various regulations to operate securely on
a global scale which often includes frameworks like ISO 27001, a widely recognized security
standard. When comparing SOC 2 vs ISO 27001, the key difference lies in their specific scope
and focus.

While SOC 2 emphasizes trust principles for data security, ISO 27001 provides a broader
framework for information security management. This is also true for other regulations like
GDPR or HIPAA, which may apply depending on your industry or location.

5. Once your SaaS company becomes SOC 2 compliant, you'll not only be able to y
demonstrate a proactive approach to data security but also align with broader

regulatory standards. This will build trust, strengthen your reputation, and position EE >
your company as a security-focused partner in an increasingly competitive

marketplace.

Core Trust Principles: Building blocks of SOC 2 for SaaS

SOC 2 compliance is built around five core trust principles that serve as the framework's foundation.
Each principle addresses a crucial aspect of data protection, making SOC 2 comprehensive and
adaptable to SaaS environments:

Security: Measures to protect against unauthorized access, such as firewalls, encryption, and
intrusion detection.

Availability: Ensuring systems are accessible to users, with safeguards against downtime and
disruptions.

Processing integrity: Assuring that systems process data accurately, reliably, and free from
errors.

Confidentiality: Protecting sensitive data from unauthorized disclosure, particularly in shared
environments.

Privacy: Ensuring that personal data is collected, used, retained, and disposed of in compliance
with privacy regulations.

By adhering to the above principles, your Saas organization can build a strong security foundation
that meets client expectations and supports compliance.

6. LE

able for SaaS?

h

ss

ch type of SOC 2 repo

SOC 2 Type I: This report will assess the design of your company’s control at a specific point in
time and verify whether the necessary controls are in place. If your SaaS company is just starting
out with SOC 2 compliance a Type 1 report would be helpful as an ideal starting point.

SOC 2 Type 2: This report is generally comprehensive and goes a step further in evaluating the
effectiveness of those controls over a defined time period (6 to 1 year). Type 2 report is ideal if your
SaaS company is looking to demonstrate sustained adherence to security practices, a requirement
often favored by enterprise-level clients and partners who prioritize reliability and consistency in
security measures.

Considering both options, you should first evaluate your company's current stage in the SOC 2
compliance journey and the needs of your clients. If you're just starting out, a SOC 2 Type 1 report is
a good first step as | mentioned before, but then again if you're working with enterprise clients who
require proof of ongoing security practices, a SOC 2 Type 2 report is more appropriate

7. Key steps to achieve SOC 2 compliance for SaaS companies >= =

1. Identify the relevant SOC 2 trust principles

Determine which SOC 2 trust principles apply to your business. While Saas providers prioritize the
Security principle, client requirements may require identifying and addressing other principles
such as Availability or Confidentiality.

2. Conduct a readiness assessment

Perform a SOC 2 readiness assessment or gap analysis to identify gaps in your current security
practices compared to SOC 2 requirements. This helps in understanding what controls need to be
added or improved

3. Establish and document security policies and procedures

Develop detailed, documented policies and procedures addressing each selected SOC 2
principle. These should cover areas like data encryption, access control, incident response, and
more, and will serve as the foundation for your compliance efforts.

8. 4. Implement required security controls

Based on the readiness assessment, implement or strengthen controls to meet SOC 2 standards.
This can include access management protocols, network monitoring, secure software
development practices, and continuous vulnerability assessments.

5. Train employees on SOC 2 requirements

Conduct regular training sessions to ensure employees understand their role in achieving and
maintaining SOC 2 compliance. This step is crucial to prevent insider threats and maintain a high
standard of security awareness.

6.Engage in ongoing monitoring and logging

Set up logging and monitoring systems to track access, detect security incidents, and provide
evidence of control operation. For SOC 2 Type 2 compliance, monitoring must demonstrate
consistent control effectiveness over a period (usually 3,6 months to a year).

7.Conduct a readiness review with an auditor

Engage a SOC 2 auditor for a readiness review, which provides an informal evaluation of your
current controls and identifies areas needing improvement. This step prepares you for the official
audit by allowing time to address any remaining gaps.

9. VISTA INFOSEC"

8. Schedule and complete the SOC 2 audit ee

Once ready, schedule the SOC 2 audit with a certified public accounting (CPA) firm. For a Type 1
report, the audit will assess controls at a specific point in time, while a Type 2 audit will assess
controls over an extended period.

9. Address findings and achieve continuous compliance

If the audit identifies areas for improvement, address them promptly. Once compliant, continue
regular monitoring, updating policies, and conducting internal audits to maintain SOC 2
standards over time.

Check out this YouTube video to learn in detail about the SOC 2
requirements and practical tips to ensure a smooth audit process.

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10. The Best way to get your SOC 2 ready

While securing SOC 2 compliance is definitely beneficial, the process could feel quite
overwhelming. This is especially true for SaaS companies that are just starting out, due to
complex regulations and security standards which could make it challenging to know where to
start and what to prioritize.

Plus, SOC 2 compliance requires not only the implementation of strong security measures but
also an ongoing commitment to maintaining them which could be time consuming and resource
intensive. Now this is where VISTA InfoSec comes in. At VISTA InfoSec, we provide SOC 2 audit and
attestation services, helping Saas providers confidently achieve and sustain SOC 2 compliance.

Our approach to SOC 2 compliance is designed to take the stress out of the process. With us you
will not only meet compliance standards but will also build a solid foundation of trust with your
clients, proving your dedication to protecting their data. Contact us today to start your journey to
SOC 2 compliance. You can also book a FREE 1 time consultation with our expert by filling in the
‘Enquire Now form.