Secureroot's SOC 2 consulting helps Indian SaaS, fintech, cloud services, and IT/ITES companies achieve SOC 2 Type I and Type II readiness. End-to-end support: readiness assessment, Trust Services Criteria implementation, observation period management, CPA auditor coordination, and audit support. ISO 27001 certified team. AICPA framework aligned.
SOC 2 (Service Organization Control 2) is an attestation framework developed by the AICPA (American Institute of Certified Public Accountants) for service organisations – companies that store, process, or transmit customer data on behalf of others. SOC 2 reports are produced by licensed CPA firms (not consultancies) and provide US enterprise customers with independent assurance that the service organisation’s controls are designed and operating effectively. SOC 2 is the de facto standard for SaaS, cloud services, and B2B technology vendors selling into the US enterprise market.
SOC 2 comes in two report types. Type I assesses control DESIGN at a point in time – ‘are your controls designed appropriately?’ Type II assesses control OPERATING EFFECTIVENESS over a period – ‘do your controls actually work over 3-12 months of observation?’ US enterprise procurement teams universally prefer Type II because it proves controls actually operate, not just exist on paper. Most organisations start with Type I to validate readiness, then progress to Type II within 6-12 months. Some skip Type I and go directly to Type II.
Both standards cover similar security domains, but they’re structurally different. ISO 27001 is an international CERTIFICATION (you get a certificate) with global recognition and mandatory surveillance audits. SOC 2 is an AICPA ATTESTATION (you get a report) primarily recognised in US markets, with annual report renewal. ISO 27001 has 93 prescriptive Annex A controls. SOC 2 has 5 flexible Trust Services Criteria (you select 1-5 based on what’s relevant). For Indian businesses selling to US enterprises: SOC 2 Type II is non-negotiable. For broader global markets: ISO 27001 is essential. Most mature SaaS organisations pursue both — the underlying control work overlaps 70%+.
We follow AICPA Trust Services Criteria (TSC), AICPA SSAE 18 audit standards, and integrated ISO 27001 mapping. Every SOC 2 engagement runs through these six phases – from readiness to Type II report.
We define your SOC 2 scope: which products/services, which Trust Services Criteria apply (Security is mandatory; Availability, Processing Integrity, Confidentiality, Privacy are optional based on commitments), and target audit type (Type I vs Type II). We conduct comprehensive readiness assessment identifying every control gap.
Detailed gap analysis against all selected Trust Services Criteria. We design controls satisfying each criterion: control objectives, control activities, evidence collection mechanisms, ownership, and testing cadence. Output: control matrix mapped to TSC, prioritized remediation roadmap.
We develop or refine SOC 2-specific policies: Information Security Policy, Access Control, Change Management, Incident Response, Business Continuity, Vendor Management, HR Security, Risk Management. Often leverages existing ISO 27001 policy framework where overlap exists. Customized to your business – not templates.
Hands-on implementation: access reviews, change tickets, security training, vendor assessments, monitoring tools, incident logs. We set up continuous evidence collection – daily/weekly/monthly artifacts demonstrating controls operate consistently. For Type II: this is when the formal observation period begins (typically 3-12 months).
Internal review verifying every control operates effectively with evidence. We coordinate CPA auditor selection (US-licensed firms specializing in SOC 2: A-LIGN, Schellman, Prescient Assurance, BARR Advisory, Coalfire). Prepare system description, management assertion, and pre-audit evidence package.
We support you through CPA audit – auditor walkthroughs, evidence requests, exception remediation, management responses. After Type II report issuance: annual renewal coordination, continuous compliance monitoring, observation period management, and audit refresh – keeping report current for sales motion.
Click any area to expand. SOC 2 covers 5 Trust Services Criteria — Security is mandatory; the other 4 are optional based on your commitments to customers.
M2i Consulting
SecureRoot's expertise in banking technology cybersecurity was crucial for our Varta platform's success. Their comprehensive VAPT assessment and BFSI compliance framework enabled us to secure communications for India's largest banks while maintaining the performance that drives 3x revenue uplift for our clients. Their security solutions directly contributed to our market leadership in customer communication management.
FCI CCM
SecureRoot demonstrated exceptional expertise in government digital services cybersecurity. Their comprehensive security assessment of our Sahl platform and electronic judicial systems exceeded our national security expectations. We now operate the most secure government digital services in the region, ensuring complete protection for citizen data and legal proceedings.
Ministry of Justice, Kuwait
SecureRoot's specialized healthcare cybersecurity expertise transformed our operations management platform security. Their comprehensive VAPT assessment and HIPAA compliance framework enabled us to deliver secure, efficient healthcare solutions while protecting sensitive patient data. We now provide our healthcare partners with industry-leading security alongside operational excellence.
HOM India Pvt Ltd
Straight answers, no marketing speak. If you don’t see your question here, just ask – info@secureroot.co.
No obligation. Our senior consultants will walk through your environment and share where the gaps are. Whether you work with us or not.
Cybersecurity that helps Indian and Middle Eastern enterprises move from “hope we’re safe” to “we’ve got this.”
Follow us
Copyright © 2026 Secureroot Risk Advisory LLP. All rights reserved.
SecureRoot's deep understanding of microfinance and financial inclusion cybersecurity challenges was transformational for our operations. Their comprehensive VAPT assessment and ESG compliance framework enabled us to secure our technology solutions while maintaining the efficiency our clients depend on. We now confidently serve major multilateral agencies with enterprise-grade data protection.