SOC 2 Type 2, delivered as a managed programme.
Most businesses get to Type 1 and stall. Uzado's Managed GRC keeps Type 2 monitoring continuous, audit-ready, and quiet, so renewal is not a fire drill.
SOC 2 Type 2 tests how controls perform over time
Type 2 evaluates whether your security controls operate effectively over a defined monitoring window, typically 3 to 12 months. It is the dominant compliance proof point for enterprise procurement in Canada and the United States.
SOC 2 Type 2 is the report enterprise buyers want to see. Where Type 1 shows that your controls are designed correctly at a moment in time, Type 2 shows that they actually run that way every day, month after month. For SaaS, fintech, and health tech vendors selling into the US, it is the report procurement teams ask for first.
Type 2 is organised around the AICPA's Trust Services Criteria. Security is mandatory; Availability, Processing Integrity, Confidentiality, and Privacy are added when your buyers expect them or when your contracts require them. The breadth of TSC coverage drives the size of the control set, the cost of audit, and the strength of the report when it lands in front of a procurement reviewer.
Why businesses ask for Type 2 specifically
Most enterprise procurement now requires SOC 2 Type 2 reports as a condition of vendor approval. Type 1 will not pass review for SaaS, fintech, or health tech buyers in Canada or the United States.
Type 2's monitoring window forces evidence on every control, every day. Mis-provisioned access, missed reviews, and stale policies surface during the window, not in a quarterly audit panic.
Type 2 is the boundary between an early-stage security posture and a defensible programme. Enterprise buyers, insurers, and investors read it as proof your business runs on controls, not heroics.
A six-step Type 2 programme, run end to end
From scoping the right Trust Services Criteria to keeping the next audit window quiet, Uzado runs the work.
We agree which systems, customer data flows, and Trust Services Criteria belong in scope. Security is mandatory; Availability, Processing Integrity, Confidentiality, and Privacy are added when buyers expect them.
Every Type 2 control is mapped to your existing tooling. Gaps go on a prioritized remediation plan with owners and dates that survive contact with reality.
Vanta connects to your infrastructure, identity providers, ticketing, and HRIS. Evidence is collected continuously instead of scrambled together the week before audit.
A six-month window is typical for a first Type 2. Uzado runs the monthly access reviews, exception triage, and policy attestations through the window so the audit window is uneventful.
MHM CPA performs the Type 2 audit against the evidence Vanta has been collecting. Findings are tracked through resolution. Final report is delivered for buyer due diligence.
Renewals don't restart from zero. Uzado's Managed GRC keeps your Trust Services Criteria coverage live so the next Type 2 is a continuation, not a fire drill.
Best-of-breed technology partners
Uzado is a great business partner to work with. We collectively serve a number of clients and Uzado brings an experienced, professional, and collaborative approach to helping clients achieve their IT security and compliance objectives.
Frequently asked questions
What is the difference between SOC 2 Type 1 and Type 2?+
Type 1 evaluates whether your security controls are properly designed at a single point in time. Type 2 tests whether those controls actually operate effectively over a 3 to 12 month monitoring window. Most SaaS companies start with Type 1 to show design, then progress to Type 2 to prove operational effectiveness.
How long should the monitoring window be?+
Six months is the most common starting window. It is long enough to demonstrate operational effectiveness, short enough to keep momentum, and aligned with what most enterprise buyers will accept. Subsequent Type 2 reports usually run a 12-month window so the gap between reports is closed.
Do we have to redo the audit every year?+
Yes, in practice. SOC 2 Type 2 reports cover a defined window, and most buyers expect a current report with no gap longer than a few months. Annual audits over a rolling 12-month window are the standard cadence.
What happens if a control fails during the monitoring window?+
A control exception is documented, root cause analysed, and remediated. Auditors evaluate whether the exception is isolated or systemic. Uzado's Managed GRC catches and resolves most exceptions before they become audit findings; the ones that surface are managed transparently and disclosed in the report.
Can a single Type 2 cover multiple Trust Services Criteria at once?+
Yes. Uzado scopes the report to the criteria your buyers ask for, typically Security plus Availability, and adds Confidentiality, Processing Integrity, or Privacy when warranted. Each added criterion expands the control set and the audit cost, so scope is set deliberately.
How does Vanta automate evidence collection?+
Vanta integrates with cloud providers, identity systems, MDM, ticketing, HRIS, and version control to pull evidence continuously. Instead of screenshotting MFA configurations once a year, the platform records compliance state on a daily basis and exposes exceptions as they occur.
How is Uzado's Managed GRC different from a one-time readiness consultancy?+
A readiness consultancy gets you to the audit and disengages. Uzado's Managed GRC stays on after the audit to run access reviews, exception triage, vendor risk, policy refresh, and renewal preparation. The result is that the next Type 2 audit is incremental, not a restart.
Is SOC 2 Type 2 enough on its own, or do we still need ISO 27001?+
It depends on your buyer geography. SOC 2 dominates North American procurement; ISO 27001 dominates EU, UK, and APAC procurement. Many of our clients carry both, with one set of underlying controls mapped to both frameworks so the marginal cost of the second certification is low.
Ready to start your Type 2 monitoring window?
Talk to Uzado's compliance team. We will scope the Trust Services Criteria, plan the monitoring window, and run the programme through audit and into renewal.