Understanding the SOC 2 Audit Journey

Embarking on a SOC 2 audit can feel complex if you don’t know what to expect.
But with the right preparation and understanding, the audit process itself becomes a valuable exercise—one that helps strengthen your security posture and build customer trust.

Let’s explore what the SOC 2 audit journey looks like, from planning to final report.

The process typically begins with scoping and planning. Your team works closely with the auditor to define the scope of the audit—what systems and services are included, which Trust Services Criteria apply, and which supporting processes will be evaluated.

Next comes fieldwork. During this phase, the auditor collects evidence, tests your controls, and validates how effectively they operate. This involves reviewing policies, procedures, logs, and operational records.

Finally, the auditor compiles their findings into the official SOC 2 report, which will include their opinion, system description, control tests, and any identified exceptions.

Approaching the audit as a collaborative process—and maintaining readiness year-round—positions your team to succeed not just in this audit, but in building a sustainable compliance program.