SOC 2 Compliance Checklist

Hi, my name is Adam. With over 15 years of experience in the tech industry, I have led and completed more than 100 software development projects, managing budgets from shoestring sums to over $100 million, giving me a well-rounded understanding of how software projects work — the priorities, the pitfalls, and what it takes to succeed. During my career, I've faced the challenge of achieving SOC 2 and HIPAA compliance firsthand while running my telehealth startup. I still remember the stress, the anxiety, and the uncertainty of not knowing where to begin. Back then, a simple yet powerful resource like this SOC 2 Compliance Checklist would have been a lifesaver. Later, in my role at a major tech company, I guided over 50 projects through SOC 2 and ISO 27001 compliance. Through these experiences, I discovered the most effective ways to prepare for these rigorous standards, focusing on the essential parts and how these frameworks can add real value to projects, not just headaches. My goal is to help you see the real-world usefulness of these compliance frameworks without the stress and confusion. That’s why I created this simple yet powerful SOC 2 Compliance Checklist and Dashboard — to help small and medium companies start their compliance journey quickly and efficiently. It’s designed from a founder's and manager's perspective, focusing on the practical aspect, not from an auditor's viewpoint that often lacks an understanding of how real software development works.