Best Practices for SOC 2 

You can brute-force your way through SOC 2, but the smarter move is setting it up in a way that keeps working for you over time. That means focusing on sustainability, not just short-term audit prep.

Here are some best practices our team and customers swear by:

1. Get leadership buy-in early: Make SOC 2 a company-wide priority, not just a side project for engineering or DevOps. Start from leadership, and get everyone aligned.
2. Automate evidence collection wherever possible: Manually pulling logs and screenshots will eat up your team’s time. Use tools like Sprinto to pull from your actual systems (AWS, Okta, Google Workspace, etc.) in real time.
3. Review access controls regularly: SOC 2 cares deeply about who has access to what. Review user roles, revoke stale access, and document changes, you’ll thank yourself later.
4. Create a vendor management checklist: If you use third-party tools (and let’s face it, you do), make sure each one is tracked, risk-assessed, and has security documentation on file.
5. Treat incidents like opportunities: If something goes wrong, it’s not just a fire to put out, it’s an opportunity to improve your response process and make your systems better. Document everything.