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SOC 2 Type II

Get SOC 2 Type II certified without slowing down your roadmap

Rovally guides you through every stage of the audit — from control implementation to final report — so your team stays focused on building, not on compliance overhead.

What is SOC 2 Type II and why does it matter?

SOC 2 Type II is the gold standard for SaaS security. Unlike Type I, which captures a snapshot of your controls at a single point in time, Type II validates that those controls have been operating effectively over a sustained period — typically six to twelve months.

For enterprise buyers and security-conscious teams, a Type II report isn't a nice-to-have. It's a prerequisite for closing deals, passing vendor reviews, and building lasting trust with customers who handle sensitive data.

Rovally manages the complexity of that process for you: evidence collection, auditor coordination, gap remediation, and reporting — all in one place.

Process / steps

1

Readiness assessment

We evaluate your current security posture against the SOC 2 Trust Service Criteria and identify what needs to be in place before the audit window opens.

2

Control implementation

Our team helps you build or refine the controls required — policies, access management, monitoring, incident response — without overengineering for your stage.

3

Evidence collection

Rovally automates the collection of audit evidence throughout the observation period, reducing the manual back-and-forth with your auditor.

4

Auditor coordination

We work directly with your licensed CPA firm throughout the audit, managing requests, clarifying findings, and keeping the timeline on track.

Frequently asked questions

Getting certified

What's the difference between Type I and Type II?
Type I is a point-in-time audit. It says: we have all the necessary controls in place today. Type II says something harder to prove: we've been following those controls consistently over time. The auditors go back and verify — did you run background checks on everyone you hired? Does your password policy match what you said it would? Can you show the evidence? The AICPA minimum observation period for Type II is three months, but enterprise buyers typically expect six to twelve.
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Can you skip Type I and go straight to Type II?
Yes. But the real question is whether you've already been doing the right things before we showed up — and the honest answer is usually no. We onboard you, run the gap assessment, close the gaps, and set a new line in the sand: from this point forward, you're compliant and we start the observation period. For most companies, that means Type II is however long it takes to get through the gaps plus three months minimum.
How fast can a company realistically get certified?

Working with Rovally

We already have Vanta or Drata. Why would we need Rovally?
We're partners with both platforms and we use them with our customers. The issue isn't the tool — it's that someone has to operate it, and operating a compliance program is a full-time job. What we see consistently is teams getting through Type I on their own and then stalling on Type II because maintaining active controls over months requires experience and bandwidth that engineering teams don't have. The first thing we do in the gap assessment when someone already has a platform is verify which controls are marked complete and whether they actually are.
Why can't software alone maintain a SOC 2 program?
Because compliance is messy in ways software can't handle. Integrations change. Teams don't always follow policies to the letter. Automated tests break. Compensating controls appear. Software helps you avoid findings — it helps you pass an audit from a firm that isn't looking closely. What it can't do is understand your business, make judgment calls, or verify that what your policy says is what's actually happening. The platforms that claim otherwise depend on the audit not being rigorous. That's a risk that tends to surface at the worst possible moment.
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What does onboarding with Rovally actually look like?

After certification

What happens after we receive our report?
The maintenance work begins. User access reviews across all in-scope applications, vendor risk assessments before new vendors become sub-processors, continuous policy updates, quarterly risk assessments, tabletop exercises, business continuity and disaster recovery testing, and documented incident management — all with evidence. A SOC 2 report is valid for twelve months. If the program isn't being actively maintained throughout the year, the renewal becomes a fire drill. That's exactly what we're there to prevent.
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Do enterprise customers actually review the report?
Yes — and they also look at the auditor. We've onboarded customers who had SOC 2 Type II and ISO 27001 certifications and had to start over because their reports came from firms that enterprise prospects recognize as rubber-stamping operations. That creates real friction in the sales cycle: bridge letters, uncomfortable conversations, delays. We work exclusively with licensed US-based CPAs with verifiable track records, because the certification is only as credible as the firm that issued it.
What's the worst compliance mistake you've seen a company make?

Have questions?

Connect with our team to lock in your start date and ensure you qualify for the fast-track program.
Timeline subject to gap assessment. Contact us to confirm whether your organization qualifies for fast-track certification.