Prove your security controls work over time. Build client trust. Close enterprise deals. palmiq delivers the readiness assessments, technical implementation, continuous monitoring, and auditor coordination you need for a clean SOC 2 Type II report.
These are the problems organizations bring to palmiq when preparing for SOC 2 Type II.
“We Don’t Know Where to Start or What’s in Scope.”
palmiq conducts a comprehensive readiness assessment that maps your existing security controls against the AICPA Trust Services Criteria, identifies every gap, and produces a prioritized remediation plan before you engage an auditor.
“Our Policies and Documentation Are Incomplete.”
Our team writes, reviews, and organizes your security policies, risk assessments, vendor management documentation, incident response plans, and access control procedures — all aligned with the TSC your audit will cover.
“We Can’t Prove Our Controls Work Over Time.”
palmiq deploys and configures the monitoring, logging, alerting, and evidence collection tools needed to demonstrate operational effectiveness throughout your entire 3–12 month audit observation window.
“We Don’t Have Internal Resources for This.”
As your full-service MSP and cybersecurity provider, palmiq handles everything from readiness assessment through remediation, continuous monitoring, and auditor coordination — so you never need multiple vendors.
What palmiq’s SOC 2 Type II Services Include
End-to-end compliance services from initial assessment through clean audit report and annual renewal.
1. Readiness Assessment & Gap Analysis
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Evaluate current security posture against all applicable TSC
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Identify gaps in policies, technical controls, and documentation
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Map existing controls to SOC 2 requirements
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Determine which TSC categories to include in scope
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Deliver prioritized remediation roadmap with timelines
2. Policy & Documentation Development
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Information security and acceptable use policies
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Risk assessment and risk treatment documentation
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Incident response and business continuity plans
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Vendor and third-party risk management procedures
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Change management and SDLC documentation
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Access control and identity management policies
3. Technical Control Implementation
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Access controls, MFA, and identity management (Entra ID, Okta)
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SIEM and centralized logging (Sentinel, Splunk, Elastic)
Automated vulnerability scanning and patch management
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Encrypted backup and disaster recovery (Acronis, Datto)
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Network segmentation, firewall rules, and IDS
4. Continuous Monitoring & Evidence Collection
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Automated evidence collection across all in-scope systems
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Continuous control monitoring with real-time alerting
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Quarterly access reviews and user entitlement audits
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Monthly vulnerability scanning with CVSS prioritization
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Audit-ready dashboards and compliance reporting
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Direct auditor coordination and evidence submission
The Five Trust Services Criteria
Security: Protects systems and data against unauthorized access, disclosure, and damage. Covers access control, risk assessment, monitoring, incident response, and change management. This is the foundation for every SOC 2 audit and serves as the common criteria shared across all other TSC categories.
Availability: Ensures systems are operational and accessible as committed in SLAs. Covers disaster recovery, business continuity, capacity planning, and performance monitoring. Critical for cloud providers, SaaS platforms, and any organization with uptime commitments.
Processing Integrity: Ensures systems process data accurately, completely, and in a timely manner. Important for organizations handling transactions, running calculations, or generating reports on behalf of clients. Covers input validation, error handling, and output verification.
Confidentiality: Protects information designated as confidential — trade secrets, intellectual property, business plans, financial data. Covers encryption, access restrictions, and secure disposal. Relevant when clients share sensitive business information with your organization.
Privacy: Protects personally identifiable information (PII) including names, addresses, SSNs, and health data. Covers notice, choice, collection, use, disclosure, and disposal of personal information. Important for organizations handling consumer data directly.
SOC 2 Type I vs. Type II: Which Do You Need?
palmiq recommends going directly to Type II whenever possible. Most enterprise buyers now require it.
SOC 2 Type I
Point-in-time snapshot. Evaluates whether controls are properly designed at a specific moment.
- Completed in 1–3 months - Lower cost, shorter audit - Good for unblocking urgent deals - Validates control design only - Increasingly rejected by enterprise buyers - Does not test operational effectiveness
SOC 2 Type II
Sustained evaluation. Proves controls are designed and operating effectively over 3–12 months.
- 3–12 month observation period - Stronger assurance for clients and partners - Required by most enterprise buyers - Tests operational effectiveness over time - Demonstrates continuous security commitment - palmiq manages the entire observation period
RECOMMENDED
From Readiness Assessment to Clean Audit Report
A proven six-step process built from years of guiding organizations through SOC 2 compliance.
Scoping & Readiness Assessment
We evaluate your security posture, determine which Trust Services Criteria to include, map existing controls, and identify every gap that needs to be closed before engaging an auditor.
Policy & Documentation Development
palmiq creates or updates all required security policies, risk assessments, incident response plans, vendor management documentation, and operational procedures aligned with the AICPA TSC.
Technical Control Implementation
Our engineers deploy and configure access controls, monitoring tools, encryption, backup systems, and network security infrastructure required to meet your selected TSC categories.
Observation Period Monitoring
During the 3–12 month Type II observation window, palmiq provides continuous monitoring, automated evidence collection, quarterly access reviews, and real-time alerting to ensure every control operates effectively.
Auditor Coordination & Evidence Submission
palmiq works directly with your CPA firm to coordinate the audit, organize evidence packages, respond to auditor inquiries, and resolve any findings before the final report is issued.
Ongoing Compliance & Annual Renewal
SOC 2 is not a one-time event. palmiq provides continuous monitoring, annual control reviews, policy updates, and recurring audit preparation so you maintain attestation year after year.
Built for Compliance. Backed by Engineering.
Assess + Implement + Monitor: We don’t just prepare you for audit — we implement and manage the controls. From SIEM deployment to endpoint hardening, handled end to end.
Azure AD, Sentinel, Defender: Expert deployment of Entra ID, Microsoft Sentinel, Defender for Endpoint, Intune, and Microsoft 365 security configurations for SOC 2 controls.
Enterprise Backup & DR: Enterprise-grade backup, endpoint protection, and disaster recovery that directly supports Availability and Security criteria.
SOC 2+ Ready: Experience across CMMC, NIST 800-171, HIPAA, and ISO 27001. Design your controls to satisfy multiple standards simultaneously.
Ashburn, Virginia: Certified women-owned MSP with deep roots in government, defense, and commercial sectors. No long-term contracts required.
English & Spanish: Full service delivery in English and Spanish, supporting clients across the United States and Latin America.
"palmiq handled our entire SOC 2 Type II journey — from gap assessment to a clean audit report in under 12 months. Their team managed our evidence collection and auditor coordination so we could focus on running our business.."
— CTO, Mid-Market SaaS Company
SOC 2+: Combine SOC 2 with Additional Frameworks
Reduce duplication of effort and lower total compliance costs by mapping controls to multiple standards within a single audit engagement.
HIPAA: Healthcare & business associates handling PHI
NIST CSF: Federal cybersecurity best practices
ISO 27001: International ISMS certification
NIST 800-171 / CMMC: Defense contractors handling CUI
GDPR: EU personal data protection
Frequently Asked Questions
What is the difference between SOC 2 Type I and Type II?
What is the difference between SOC 2 Type I and Type II?
How long does it take to get SOC 2 Type II ready?
How long does it take to get SOC 2 Type II ready?
Which Trust Services Criteria should we include?
Which Trust Services Criteria should we include?
How much does SOC 2 Type II cost?
How much does SOC 2 Type II cost?
Is SOC 2 a certification?
Is SOC 2 a certification?
Can palmiq help us upgrade from Type I to Type II?
Can palmiq help us upgrade from Type I to Type II?
Ready to Prove Your Security Controls Work?
Don’t let a missing SOC 2 report cost you your next enterprise deal. palmiq gives you a clear, managed path from gap assessment to a clean audit report.
