How it works

Five checkpoints. One defensible path.

Each stage creates an owned record for the next. You can see what is complete, what is blocked, and which decisions still belong to your team.

  1. 01

    Establish the readiness baseline

    Answer focused questions about your company, stack, access practices, operations, and security controls.

    Checkpoint output

    A scoped assessment record and readiness score

  2. 02

    Decide which gaps matter first

    Review control-linked gaps ordered by risk and turn them into owned remediation work.

    Checkpoint output

    A prioritized roadmap with accountable next actions

  3. 03

    Prepare and approve policies

    Generate grounded policy drafts, correct the company-specific details, assign ownership, and record management approval.

    Checkpoint output

    Versioned, management-owned policy records

  4. 04

    Collect and review evidence

    Upload artifacts or use supported connections while preserving the source, timestamp, collection result, and reviewer decision.

    Checkpoint output

    An attributable evidence register—not a folder of unexplained files

  5. 05

    Prepare for independent review

    Export structured readiness materials and engage a qualified independent CPA firm for the examination.

    Checkpoint output

    A review package that remains separate from the auditor opinion

The trust boundary

Preparation and examination are different responsibilities.

Attestlane supports the organization being examined. It does not replace the independent professional judgment required for a SOC 2 report.

Attestlane and your team prepare

  • Readiness scope and assessment answers
  • Control-linked remediation work
  • Policy drafts and management approvals
  • Evidence collection, provenance, and review status
  • Structured materials for an auditor

An independent CPA firm examines

  • The examination scope and applicable criteria
  • Control design and implementation
  • Evidence sufficiency over the relevant period
  • Exceptions and management responses
  • The final SOC 2 report and opinion

Your first checkpoint

Know where your SOC 2 work actually stands.

Complete the assessment, receive the gap report, and leave with a defensible next action.

Start free assessment