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The SOC 2 Compliance Checklist

Written by

Reviewed by

Accelerating security solutions for small businesses
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Tagore offers strategic services to small businesses.

A partnership that can scale
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Tagore prioritized finding a managed compliance partner with an established product, dedicated support team, and rapid release rate.

Standing out from competitors
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Tagore's partnership with Vanta enhances its strategic focus and deepens client value, creating differentiation in a competitive market.

Every organization’s experience will vary, but—in most cases—you can achieve compliance easier than you think if you prepare properly.

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Today’s startups are shipping faster than ever—often with AI amping up development—and signing enterprise buyers earlier. But with bigger deals come bigger expectations, and most early teams don’t have the time, knowledge or headcount to absorb that complexity.

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Enterprise buyers often require SOC 2 Type 2 as proof that your security and controls meet their standards before a contract can move forward. Without a streamlined path to compliance, early teams can get stuck in lengthy audits and documentation—slowing down sales cycles and putting critical revenue at risk.

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Many teams start with SOC 2 Type 1 to validate that controls are designed correctly. However, most enterprise buyers ultimately expect SOC 2Type 2, which demonstrates those controls are operating effectively over a specific amount of time. Getting there starts with building the right foundation.

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Access Review Stage	Content / Functionality
Across all stages	Easily create and save a new access review at a point in time View detailed audit evidence of historical access reviews
Setup access review procedures	Define a global access review procedure that stakeholders can follow, ensuring consistency and mitigation of human error in reviews Set your access review frequency (monthly, quarterly, etc.) and working period/deadlines
Consolidate account access data from systems	Integrate systems using dozens of pre-built integrations, or “connectors”. System account and HRIS data is pulled into Vanta. Upcoming integrations include Zoom and Intercom (account access), and Personio (HRIS) Upload access files from non-integrated systems View and select systems in-scope for the review
Review, approve, and deny user access	Select the appropriate systems reviewer and due date Get automatic notifications and reminders to systems reviewer of deadlines Automatic flagging of “risky” employee accounts that have been terminated or switched departments Intuitive interface to see all accounts with access, account accept/deny buttons, and notes section Track progress of individual systems access reviews and see accounts that need to be removed or have access modified Bulk sort, filter, and alter accounts based on account roles and employee title
Assign remediation tasks to system owners	Built-in remediation workflow for reviewers to request access changes and for admin to view and manage requests Optional task tracker integration to create tickets for any access changes and provide visibility to the status of tickets and remediation
Verify changes to access	Focused view of accounts flagged for access changes for easy tracking and management Automated evidence of remediation completion displayed for integrated systems Manual evidence of remediation can be uploaded for non-integrated systems
Report and re-evaluate results	Auditor can log into Vanta to see history of all completed access reviews Internals can see status of reviews in progress and also historical review detail