Overview
SOC 2 is an attestation report, defined by the AICPA, on the controls at a service organization relevant to the Trust Services Criteria (TSC). It is widely requested by customers of SaaS and cloud vendors as evidence of a sound control environment.
Purpose
Give customers independent assurance — via a licensed CPA firm — that a service provider's controls are suitably designed (and, for Type II, operating effectively) to meet the selected criteria.
Architecture
Reports cover one or more of the five Trust Services Criteria:
| Criterion | Concerns |
|---|---|
| Security (required) | Protection against unauthorized access (Common Criteria) |
| Availability | System uptime and operational commitments |
| Processing Integrity | Complete, valid, accurate, timely processing |
| Confidentiality | Protection of information designated confidential |
| Privacy | Handling of personal information per commitments |
Core Concepts
- Type I vs. Type II — design at a point in time vs. operating effectiveness over a period (typically 3–12 months).
- Common Criteria (CC) — the security baseline shared by all reports.
- Complementary user-entity controls — controls the customer must run for the whole to work.
Controls
The Common Criteria span control environment, communication, risk assessment, monitoring, and logical/physical access (CC6). Access control (CC6.1–CC6.3) is the most commonly examined area.
Cloud Mapping
CC6 logical-access controls map to AWS IAM, Azure RBAC + Entra ID, and Kubernetes RBAC; change management (CC8) maps to CI/CD approvals and infrastructure-as-code review.
Implementation Guidance
- Choose the criteria in scope (Security is mandatory).
- Document controls and map them to the TSC.
- Operate controls and collect evidence over the audit period.
- Engage a CPA firm for the examination.
Interview Questions
- What is the difference between a SOC 2 Type I and Type II report?
- Which Trust Services Criterion is always included?
Quiz
- What is a complementary user-entity control (CUEC)?
References
See the primary source below.