SOC 2 Readiness

Client Intake Assessment

This form helps us understand your current environment and goals so we can recommend the right path to audit readiness. It takes about 10 minutes to complete and all responses are confidential.

Audit Goals

Audit target

SOC 2 Type I SOC 2 Type II Not sure yet

Target timeline

What is driving this compliance effort?

Policies & Documentation

Current policy status

Where are policies stored today? (optional)

Documented procedures for key processes?

Identity & Access Management

Primary identity provider

MFA enforcement status

How is access provisioned and deprovisioned? (optional)

Systems & Environment

Primary cloud environment (select all that apply)

AWS Azure GCP DigitalOcean Heroku On-prem / hosted Other

Dev / staging / production environments separated?

Key SaaS platforms in use (optional)

Additional environment notes (optional)

Evidence & Readiness

Where would evidence come from today?

Compliance platform in use

What are your biggest readiness gaps today?

Ownership & Prior Experience

Who owns security and compliance?

Prior audit experience

Who else will be involved internally? (optional)

What happens next? After submission, we'll review your responses and recommend practical next steps — such as a discovery call, a readiness sprint, or targeted remediation support. Expect to hear from us within one business day.

You can also reach us at info@cyberneza.com or book a call via Calendly.