SOC 2 Readiness Assessment Tool - SOC 2 Compliance Checklist

Get SOC 2 ready 10x faster with AI-powered readiness - for busy SaaS founders

Make SOC2 easy, cut through complexity and get audit-ready fast with 90% less effort. Discover what’s missing, start now.

“Super simple yet powerful! Helped us kick-start our SOC 2 program in just 2 weeks!”

Sarah M. – Founder

“This assessment gave us a clear view of our SaaS compliance and gaps in just a few hours—plus, it’s super affordable. Highly recommended!”

Paul S. – CTO

“A great, practical, and simple checklist that saved us tons of time!”

Dan H. – Founder, CTO

What is the AI-Powered SOC 2 Readiness Assessment?

A SOC 2 readiness assessment acts as a practice run for your company, helping you review the same areas an auditor would, but without the pressure.

With the use of AI, the assessment provides deeper insights faster. It gives you a clear overview of your current compliance status while delivering a detailed gap analysis, highlighting any missing or non-compliant controls, so you can focus your efforts where they’re needed most. In my experience, companies that skip this step often become overwhelmed and abandon their SOC 2 journey, unsure of where to start.

Even if you’re not actively preparing for an audit, an early readiness assessment powered by AI offers invaluable, quick insights into your compliance posture.

By identifying and fixing gaps ahead of time, you greatly increase your chances of a smooth audit—and you’ll be better positioned to pass those security questionnaires (Vendor Risk Assessments) that often win big deals.

How to start your SOC 2 Compliance?

Without the Assessment

❌ Struggling to figure out where to start

❌ Unclear on your compliance status or where the gaps are

❌Hiring consultant to do an assessment costs from $8k to $25k

❌ Waiting 2 months for an assessment, delaying your progress

❌ Risking compliance issues, failed audits, or lost business

With the SOC 2 Assessment Tool

✅ Quickly identify compliance issues to know where to start

✅ Gain a clear, actionable view of your compliance status and gaps

✅ Save $$$ — at a fraction of the consultant cost

✅ Receive results within hours, not months

✅ Auditor-grade questionnaire for accuracy and completeness

Start your SOC 2 readiness assessment NOW

How It Works?

Step 1 - Choose your scope

Select between only Security (CC) or all 5 Trust Service Criterias:

✅ Security (CC) – 33 controls
✅ Availability (A) – 3 controls
✅ Confidentiality (C) – 2 controls
✅ Privacy (P) – 18 controls
✅ Process Integrity (PI) – 5 controls

PRO TIP: For your first SOC 2 audit, it is often advisable to focus on the Security (CC) category only. This is the foundational and mandatory criterion for all SOC 2 audits. You don’t need to include all five categories right away—just start with what’s essential. However, Availability and Confidentiality are often included based on specific customer needs or industry standards.

Step 2 - Complete the assessment

You can start the questionnaire immediately, with no time limit to complete it. Based on your scope, you’ll answer carefully crafted, auditor-grade questions. Designed to assess the in-scope SOC 2 controls. The average completion time is 15 to 25 minutes. Don’t worry—your progress is automatically saved, so you can pause and return anytime without losing your progress.

Step 3 - Evaluation

The evaluation combines industry best-practice assessments, AI-driven analysis, and over 15 years of my hands-on experience to deliver the best results and discover the missing controls effectively.

Step 4 - Get your report

Receive your report within 1 business day. I personally review and finalize every report to ensure accuracy and completeness—because sometimes, you just can’t replace human intelligence (with AI)! Your report will cover the followings:

✅ Control Mapping: I’ll help you identify what controls you already have in place and what’s missing. You’ll receive a comprehensive SOC 2 compliance program spreadsheet with a user-friendly dashboard to track your progress.

✅ Gap Analysis: The assessment will evaluate your current controls against the SOC 2 requirements, highlighting any missing controls or areas that need improvement. Whether you need to redesign processes or implement employee training, you’ll know exactly where to focus.

SOC 2 Readiness Assessment

✅ Remediation Plan: Along with the gap analysis, you’ll get a tailored remediation plan, including best practices for addressing missing controls and closing gaps, all based on industry standards and proven recommendations.

Step 5 - Remediate (Ultimate Plan)

With the Ultimate Plan, you don’t just get the assessment—you get every policy you need for full SOC 2 readiness. Did the Readiness Assessment uncover missing controls?

No worries! You’ll receive a comprehensive policy package covering ALL controls, fully customizable to fit your business needs, so you can hit the ground running. Typically, a package like this would cost between $8,000 and $15,000.

If the assessment reveals missing controls or the need for process redesigns, employee training programs, or additional documentation—don’t worry. The Ultimate Policy Package has you covered with templates for every necessary policy.

This auditor-grade package includes everything you need to jump-start your compliance program. With controls mapped directly to the policies, it eliminates the guesswork and saves you months of effort, ensuring you’re fully prepared in no time.

Choose the plan that fits you the most

Why I've built these tools?

Hi, my name is Adam. With over 15 years of experience in the tech industry, I have led and completed more than 100 software development projects, managing budgets from shoestring sums to over $100 million. I’ve held various roles throughout my career, including CEO, CTO, Head of Department, Project Manager, Program Manager, and Founder/Co-Founder, giving me a well-rounded understanding of how software projects work — the priorities, the pitfalls, and what it takes to succeed.

During my career, I’ve faced the challenge of achieving SOC 2 and HIPAA compliance firsthand while running my telehealth startup. I still remember the stress, the anxiety, and the uncertainty of not knowing where to begin. Back then, a simple yet powerful resource like this SOC 2 Compliance Checklist would have been a lifesaver.

Later, in my role at a major tech company, I guided over 50 projects through SOC 2 and ISO 27001 compliance. Through these experiences, I discovered the most effective ways to prepare for these rigorous standards, focusing on the essential parts and how these frameworks can add real value to projects, not just headaches.

My goal is to help you see the real-world usefulness of these compliance frameworks without the stress and confusion.

That’s why I created this simple yet powerful SOC 2 Compliance Checklist and Tools — to help small and medium companies start their compliance journey quickly and efficiently.

It’s designed from a founder’s and manager’s perspective, focusing on the practical aspect, not from an auditor’s viewpoint that often lacks an understanding of how real software development works.

Frequently Asked Questions

I’m just exploring SOC 2—should I do this assessment?

Absolutely! A SOC 2 readiness assessment is a low-pressure way to review the same areas an auditor would, acting as a “practice run” for your company.

Even if you’re not preparing for an audit just yet, an early assessment gives you valuable insights into your compliance status at a fraction of the cost of an audit run.

By identifying and addressing gaps now, you’ll be better prepared for a smooth audit in the future—and you’ll be well-equipped to pass security questionnaires (Vendor Risk Assessments) that can help you land big deals.

Is the assessment and policy package a good fit for me?

✅ These tools are perfect for SMBs looking for cost-effective solutions and limited resources to allocate toward a compliance program. They’re ideal if you want to stay involved in the preparation process. (Keep in mind, this package won’t do the compliance program for you.)

❌ It’s not the good fit if you’re an enterprise with dedicated compliance automation tools or if you’re willing to spend $40,000 – $100,000 on a SOC 2 consultant to handle everything for you.

What sort of questions are in the questionnaire?

The questions are designed to cover specific SOC 2 controls. Some may be technical, so it’s important that the person answering them understands how these processes work within your company.

Here are a few examples:

“Does your organization provide access to systems based on roles (e.g., role-based access control (RBAC))? Is this process documented for all systems, including the service?”
“Is the full restoration of backups tested at least once when initially implemented and after major IT infrastructure changes, or at least annually? (e.g., changes to the technology stack, vendors, or platforms)”
“Does your organization mandate two-factor authentication for vendor staff, system administrators, privileged accounts, etc.?”

Why do I need to wait 1 business day to get the results?

While I leverage automation and AI-driven evaluations, I personally review and finalize every report. This hands-on approach ensures the highest quality and accuracy, so you can trust the results.

What SOC 2 policies are included in the Ultimate Policy Package?

The package includes 27 ready to use policies tailored to SOC 2:

– Access Onboarding and Termination Policy
– Application Security Policy
– Availability Policy
– System Change Policy
– Data Classification Policy
– Code of Conduct Policy
– Confidentiality Policy
– Business Continuity Policy
– Cyber Risk Assessment Policy
– Datacenter Policy
– Software Development Lifecycle Policy
– Disaster Recovery Policy
– Encryption Policy
– Security Incident Response Policy
– Information Security Policy
– Log Management Policy
– Removable Media and Cloud Storage Policy
– Office Security Policy
– Password Policy
– Policy Training Policy
– Privacy Management Policy
– Processing Integrity Policy
– Remote Access Policy
– Data Retention Policy
– Risk Assessment Policy
– Vendor Management Policy
– Workstation Policy

Does this tool provide an official SOC 2 Audit or SOC 2 attestation?

No! This SOC 2 readiness assessment is not an official SOC 2 audit or attestation. Instead, it acts as a practice run for your company, helping you review the same areas that an auditor would examine, but without the formal pressure. It gives you a clear picture of your compliance status and identifies any gaps, so you’re well-prepared for the real audit.

How does the 60-minute consultation work?

After completing the assessment, you can schedule a 1-on-1 call with me. During the call, we’ll review your results, identify where you should focus your efforts, discuss how to make the best use of the Policy Package, and address any other questions you have. This ensures our time is spent in the most productive and valuable way.