How do I become SOC 2 compliant?

To become SOC 2 compliant, start by identifying the areas of your business that need improvement to meet the Trust Services Criteria (TSC). Then, implement necessary controls and policies to adhere to the TSC requirements. Finally, have a third-party audit your compliance efforts to receive SOC 2 certification. airSlate SignNow offers a one-stop solution for all electronic signature needs. With high-volume eSignature features like bulk sending, templates, and custom fields, users can automate document workflows and increase productivity. Impress customers by sending documents in minutes instead of days, and save money while maximizing ROI with affordable pricing and no setup fees. airSlate SignNow empowers its customers to streamline their document workflows, save time and money, and stay ahead of competitors in a fast-paced digital economy.

What is soc1 and SOC 2 compliance?

SOC1 and SOC2 compliance are industry standards for security controls related to financial reporting and data protection. These standards ensure that companies' financial data is protected and that customer information is kept confidential. airSlate SignNow is an advanced digital signature platform that enables businesses to streamline their document processes, saving time and money. With high-volume eSignature features, users can increase productivity, impress customers, and maximize ROI while reducing costs associated with paper-based workflows. Whether you're a business owner, manager, or employee, airSlate SignNow has the tools you need to stay ahead of the game and drive success.

Are SOC reports required?

Yes, SOC reports are required for companies that handle sensitive information to ensure compliance with security standards. To streamline the process of signing and sending important documents, businesses can utilize airSlate SignNow's high-volume eSignature features, which promote productivity and efficiency. This solution can also help impress customers and reduce costs, while maximizing ROI by providing customizable workflows and advanced security measures. With airSlate SignNow, SMBs and mid-market businesses can confidently manage their documents and focus on growing their business.

What are SOC 2 controls?

SOC 2 controls are a set of standards for data security and privacy that companies utilize to protect their clients' information. airSlate SignNow is an electronic signature solution that provides robust high-volume eSignature features for small and medium businesses. With airSlate SignNow, users can streamline document workflows, impress customers, and save money while maximizing ROI. airSlate SignNow's customizable eSignature workflows allow business owners, managers, and employees to confidently manage their documents and meet their goals.

A SOC 2 is a report on the controls of a company's information systems and IT processes, particularly those that deal with customers' confidential information. It is conducted by a third-party auditor to ensure that businesses meet specific security and confidentiality requirements for electronic data. SOC 2 reports are increasingly being used as a reliable method for businesses to prove their security and privacy policies, compliance, and operational effectiveness to their clients, partners, and stakeholders.

What is SOC 2 Type 2 certification?

SOC 2 Type 2 certification is a validation that airSlate SignNow takes data security seriously. It means that airSlate SignNow has implemented the necessary controls and safeguards to protect customer data and ensure the privacy and integrity of electronic signatures. With airSlate SignNow, users can streamline their document workflows, saving time and increasing productivity. By impressing customers with efficient and secure electronic signatures, businesses can build trust and loyalty. airSlate SignNow also helps businesses save money by eliminating the costs of printing, mailing, and storing paper documents. With airSlate SignNow, businesses can maximize their ROI by investing in a customizable eSignature solution that is reliable, secure, and easy to use.

What is SOC Type 1 and Type 2?

airSlate SignNow is an electronic signature solution that offers high-volume eSignature features to enhance document workflows and increase productivity. It empowers companies to impress their customers while saving money and maximizing ROI. Managers and employees accountable for documents can benefit from airSlate SignNow's expertise in customizable workflows to streamline their processes and move fast with everything they need to eSign their documents. Join the many SMBs and Mid-Market companies already using airSlate SignNow to improve their electronic signature solutions.

What is a SOC assessment?

A SOC assessment is an evaluation of the security controls and protocols in place for an organization's information technology systems. It assesses the effectiveness of these security measures in protecting against cybersecurity threats. The assessment is typically conducted by an external auditor or consultant who reviews the organization's policies, procedures, and technologies to identify areas of vulnerability and recommend improvements. airSlate SignNow is the ultimate electronic signature solution that streamlines the document workflows of small and medium businesses while impressing customers and boosting their productivity. With high-volume eSignature features, airSlate SignNow simplifies the signing and management of documents to save businesses money and improve ROI. Users benefit from a platform that is tailored to their specific needs and that they can customize to maximize the value it provides. As a small or medium business owner, manager, or employee accountable for documents, you'll want to impress your customers by quickly sending out and receiving duly signed documents while saving time and money in the process. airSlate SignNow's customizable workflows offer maximum flexibility and reliability that can be tailored to your unique requirements. Trust in airSlate SignNow to beat your deadlines, impress your collaborators and customers, and focus on what you do best - running your business.

What is a SOC 2 audit?

A SOC 2 audit is an evaluation of a service provider's controls around security, availability, processing integrity, confidentiality, and privacy by a third-party auditor according to the American Institute of CPAs' (AICPA) Trust Services Criteria (TSC). This audit ensures that companies properly manage and secure their sensitive data and customer information before using their services. airSlate SignNow simplifies document workflows and adds a layer of security with features like two-factor authentication, reusable templates, automatic alerts, and audit trails. Agile teams can streamline approvals, contracts, and NDAs without leaving the office, impressing clients with the swiftness they can work with. It's not just about efficiency but also cost-effectiveness; airSlate SignNow has transparent pricing with a variety of packages available: try it out before committing to a plan. With airSlate SignNow, businesses can increase productivity with fewer obstacles, impress clients with the speed and accuracy of document workflows, and save money in the long run by replacing or minimizing paper usage. airSlate SignNow has already won trust from renowned companies such as Deloitte, CenturyLink, and Forbes, and you can follow in their footsteps by customizing airSlate SignNow's features to their needs.

What does SOC 1 Compliance mean?

airSlate SignNow is an electronic signature solution that empowers businesses to streamline their document workflows with high-volume eSignature features. With airSlate SignNow, users can increase productivity, impress customers, and save money, all while maximizing ROI. Whether you're a small business owner or an employee accountable for documents, airSlate SignNow ensures fast and secure transactions with customizable workflows tailored to your specific needs. Trust in airSlate SignNow to handle your eSignature needs with confidence.

What is the difference between SOC 2 and ISO 27001?

airSlate SignNow is an electronic signature solution designed for modern businesses to move nimbly while streamlining their document processes with high-volume eSignature features. With airSlate SignNow, users can increase productivity, impress customers, and save costs while maximizing ROI through customizable workflows. Our easy and intuitive solution caters to small and medium businesses, managers, and employees who require accountability and efficiency in their document management. Trust airSlate SignNow's expertise in eSignature solutions to help transform your business.

What is included in a SOC 2 report?

A SOC 2 report includes information on a company's policies and procedures regarding security, availability, processing integrity, confidentiality, and privacy of customer data. It provides users with the assurance that a company's systems are secure and reliable while meeting strict compliance standards. airSlate SignNow is an easy-to-use electronic signature solution designed to improve productivity in document workflows. With features like automated signing, in-person signing, and document templates, users can save time and impress their customers. Additionally, airSlate SignNow can help businesses save money while maximizing their ROI by streamlining their workflows. By using airSlate SignNow, citizens with small to medium businesses, managers, and employees accountable for documents can enhance their workflows and increase productivity. airSlate SignNow's intuitive interface and powerful features make it easy to create customized workflows that match your specific needs. Impress your customers with fast turnaround times, reduce manual processing time, and get contracts executed faster with airSlate SignNow.

How long is a SOC 2 report good for?

A SOC 2 report is generally valid for one year, after which a new report must be obtained. This is to ensure that the organization's controls are current and effective. airSlate SignNow is a leading electronic signature solution that offers high-volume eSignature features to help users increase productivity with document workflows, impress customers, and save money while maximizing ROI. With airSlate SignNow, small/medium businesses, managers, and employees accountable for documents can streamline their processes and gain greater control over their workflows, all while enjoying the benefits of a customizable eSignature solution that can be tailored to meet their specific needs. Trust airSlate SignNow to help you move fast with everything you need to send and eSign your documents.

What does SOC report mean?

airSlate SignNow is an electronic signature solution that elevates your document workflows, saves you money, and impresses your customers. With high-volume eSignature features, you can move fast and efficiently whether you're a small or medium business owner, manager, or employee. Maximize your ROI with airSlate SignNow and experience the convenience of sending and eSigning your documents online.

Who does SOC 2 apply to?

SOC 2 applies to service providers who process data on behalf of their clients. airSlate SignNow is an electronic signature solution that simplifies the document workflow allowing users to increase productivity, impress customers, and save money while maximizing ROI. With powerful features like automatic reminders, reusable templates, and secure cloud storage, airSlate SignNow empowers business owners, managers, and employees to streamline their document workflows, making it easy to sign and send important documents from anywhere, on any device.

What is a SOC report?

A SOC report is a report issued by a certified public accountant that describes an organization's internal controls over financial reporting. It helps service organizations that operate in regulated markets foster trust and confidence through transparency and accountability. airSlate SignNow is an electronic signature solution that streamlines document workflows, impresses customers, and saves businesses money, maximizing ROI. With high-volume eSignature features, SMBs and Mid-Market companies can move fast, increase productivity, and achieve better results. Try it for yourself and experience the benefits firsthand!

What does it mean to be SOC 2 compliant?

Being SOC 2 compliant means that a company has implemented strict security measures to protect their clients' information. With airSlate SignNow as an electronic signature solution, users can increase productivity by streamlining document workflows, impress customers with a modern and secure process, and save money while maximizing ROI. As a trusted and customizable eSignature solution, airSlate SignNow offers small/medium businesses and managers the tools they need to optimize their document processes with confidence.

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SOC 2 Signatory Solutions for Secure eSignatures

SOC 2 Signatory Compliance with SignNow

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What a SOC 2 signatory is and why it matters

A SOC 2 signatory is the individual authorized to attest to the accuracy and completeness of a service organization's SOC 2 report and related control statements. This person typically represents senior leadership or a designated compliance officer and formally accepts responsibility for management assertions about security, availability, processing integrity, confidentiality, or privacy. For cloud and SaaS providers, the signatory may sign attestation letters, internal control confirmations, or electronic attestations used as audit evidence. Properly recorded signatory approvals help demonstrate control ownership and support auditor verification during SOC 2 engagements.

Why documenting signatories improves SOC 2 readiness

Designating and documenting a SOC 2 signatory creates a clear accountability path for control owners, supports auditor validation, and reduces ambiguity in attestation evidence. Accurate signatory records shorten review cycles and strengthen the reliability of the evidence provided during assessments.

Common challenges when managing SOC 2 signatories

Lack of a designated signatory causes approval delays, inconsistent attestations, and extended auditor follow-ups that slow completion.
Relying on paper signatures creates physical handling risk and fragments evidence across locations, complicating centralized audits and retention.
Weak authentication or inconsistent identity checks for signatories can reduce confidence in attestation validity and provoke auditor exceptions.
Incomplete or missing audit trails increase remediation work, drive up compliance costs, and complicate responses to auditor inquiries.

Typical signatory roles and responsibilities

Compliance Officer

The Compliance Officer coordinates control definitions, gathers evidence, and signs attestations when delegated authority is granted. They work with IT, security, and legal teams to validate statements and ensure documentation meets auditor expectations, often maintaining retention schedules for signed artifacts.

CISO

The Chief Information Security Officer reviews technical controls, certifies that security practices are implemented, and may serve as the formal signatory for security-related SOC 2 assertions. The CISO documents evidence and supports auditor inquiries about control design and operation.

Organizations and teams that rely on SOC 2 signatories

Organizations handling customer data, SaaS vendors, and service providers commonly require formally designated SOC 2 signatories to attest to control effectiveness.

Cloud software teams managing customer data and SLAs
Managed service providers demonstrating third-party controls
Internal compliance teams coordinating evidence and approvals

Maintaining a documented signatory process centralizes responsibility and helps technical, legal, and compliance teams present consistent evidence to auditors.

Additional capabilities to streamline signatory workflows

Advanced features that improve efficiency, security, and integration for SOC 2 signatory processes.

Templates

Reusable, pre-approved attestation templates reduce preparation time and ensure consistent language across SOC 2 statements, minimizing manual errors and accelerating the signatory approval cycle.

Bulk Send

Bulk Send enables distribution of identical attestation requests to multiple recipients while preserving individualized audit logs, useful for standardized confirmations across business units or customers.

API Integration

APIs allow systems of record to trigger signatory workflows programmatically, automatically attach evidence, and capture signed documents back into compliance repositories for streamlined auditing.

Role-based Access

Granular permissions let administrators assign signatory privileges only to authorized personnel, reducing the risk of unauthorized attestations and aligning with SOC 2 control ownership.

Mobile Signing

Secure mobile signing lets designated signatories approve attestations remotely while preserving authentication requirements and creating full audit logs suitable for auditor review.

Integrations

Native connectors with document stores, identity providers, and issue trackers help centralize evidence collection and tie signed attestations to their supporting artifacts for audits.

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Core eSignature features relevant to SOC 2 signatories

Features that directly support signatory validation, evidence collection, and audit integrity for SOC 2 engagements.

Audit Trail

A complete, tamper-evident audit trail records signer identity checks, timestamps, IP addresses, and document hash values to support auditor verification and preserve a defensible chain of custody for signed attestations.

Authentication

Configurable signer identity options—such as SMS codes, email confirmation, or multi-factor authentication—help ensure the person signing the attestation is authorized and verified according to policy.

Document Sealing

After signing, documents are sealed with cryptographic hashing to prevent undetected changes, ensuring the attested report remains intact and auditable throughout retention periods.

Retention Controls

Policy-driven retention settings preserve signed artifacts and related logs for the durations required by auditors and organizational records management, simplifying evidence retrieval.

How SOC 2 signatory e-signing typically flows

Typical flow from document preparation to retained audit evidence when using an eSignature platform.

Document upload: Upload report and attachments to the platform.
Signer selection: Choose the designated SOC 2 signatory account.
Identity verification: Require MFA or knowledge-based checks.
Audit retention: Store signed copy with complete logs.

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Step-by-step: capturing a SOC 2 signatory's electronic approval

A concise four-step process for collecting a SOC 2 signatory's approval using an eSignature workflow.

01

Prepare document: Assemble report and evidence references.
02

Assign signatory: Designate authorized approver and contact details.
03

Authenticate signer: Use MFA or identity verification measures.
04

Record signature: Capture timestamped eSignature and audit log.

Audit trail management steps for SOC 2 signatory transactions

A structured set of actions to ensure audit trails meet SOC 2 evidence requirements.

01

Capture identity:

Record signer verification

02

Timestamp:

Log exact date and time

03

Record IP:

Include session IP address

04

Store hash:

Save document fingerprint

05

Link evidence:

Attach supporting files

06

Preserve immutability:

Apply tamper-evident seals

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Suggested workflow settings for SOC 2 signatory processes

Typical configuration values to balance security, traceability, and usability when setting up signatory workflows.

Setting Name	Configuration
Signer Authentication Level	MFA required
Reminder Frequency	48 hours
Document Retention Period	7 years
Audit Logging Level	Full activity logs
Approval Routing Sequence	Sequential approvers

Platform and device considerations for SOC 2 signatories

Ensure the eSignature platform supports secure authentication, tamper-evident audit trails, and policy-driven retention before relying on electronic attestations.

Desktop: Fully supported
Mobile: Secure signing available
Browser support: Modern browsers only

Validate that signatory workflows operate consistently across approved devices, that identity checks remain enforceable on mobile, and that signed artifacts flow automatically into your compliance repository for audit readiness.

Key security measures related to electronic signatories

Encryption at rest: AES-256

Encryption in transit: TLS 1.2+

Multi-factor authentication: Optional and recommended

Tamper-evident seals: Document hashing

Access controls: Role-based

Audit logging: Immutable records

Industry examples of SOC 2 signatory workflows

These examples show how designated signatories and electronic signatures appear as audit evidence across sectors and documents.

SaaS provider attestation

A mid-size SaaS provider assigns a Compliance Officer to collect system evidence and prepare the SOC 2 report

The signatory verifies control coverage and signs the attestation electronically
The signature is captured with authentication and a detailed audit trail

Ensuring auditors receive tamper-evident documentation, leading to faster validation and fewer follow-up requests.

Healthcare vendor confirmation

A healthcare data processor documents HIPAA controls and compiles evidence for SOC 2 reporting

The CISO reviews technical controls and approves the report sections
The signatory signs electronically with enhanced identity checks and retains logs

Resulting in stronger audit defensibility and clearer control ownership for compliance teams and customers.

Best practices for SOC 2 signatory management

Practical recommendations to reduce risk, improve audit readiness, and keep signatory records defensible.

Maintain an approved signatory roster

Keep a current, written list of authorized signatories with role descriptions, delegation rules, and revocation procedures. Review and update the roster regularly to reflect organizational changes and ensure auditors can trace authority.

Standardize attestation templates

Use controlled, versioned templates for SOC 2 attestations to ensure consistent wording across reports. Templates reduce reviewer burden and make it easier for signatories to confirm only accuracy rather than reconcile inconsistent language.

Enforce strong signer authentication

Require multi-factor authentication or government ID verification for signatories, especially for high-impact attestations, to reduce impersonation risk and strengthen the evidentiary value of electronic signatures.

Retain signed records with metadata

Store signed documents alongside audit logs, identity verification records, and evidence references for the full retention period required by auditors and organizational policy to ensure complete and retrievable evidence.

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Data accuracy, security, and compliance

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FAQs about SOC 2 signatories and eSignatures

Answers to common questions about signatory identity, audit evidence, and issues that arise when collecting SOC 2 attestations electronically.

How do I verify a signatory's identity?
Use multi-factor authentication, government ID checks, or identity provider assertions. Record the verification method in the audit log and attach any identity proof to the signed artifact so auditors can confirm the signatory's identity during review.
What should an audit trail include for attestations?
An audit trail should record signer identity, timestamps, IP addresses, document hashes, authentication method, and any delegated approvals. These elements provide a demonstrable chain of custody and help auditors confirm that the attestation was executed by the authorized person.
What if the wrong person signed the attestation?
Revoke or supersede the signed document, document the error and corrective steps, and obtain a new attestation from the correct authorized signatory. Preserve both records so auditors can see the remediation and final authoritative approval.
Can mobile signatures be trusted for SOC 2 attestations?
Yes, if the platform enforces the same authentication and logging policies on mobile as on desktop. Ensure MFA and device checks are enabled and that audit logs capture the mobile session details to satisfy auditor requirements.
How long should I retain signed attestations?
Follow internal retention policies and auditor guidance; many organizations retain SOC 2 reports and signed attestations for several years. Confirm retention duration with legal and compliance teams and ensure the platform preserves both documents and logs.
How do I handle multiple signatories on one report?
Configure sequential or parallel signing workflows and clearly indicate each signer’s scope of responsibility. Capture individual authentication records and timestamps for every signer so auditors can verify each signatory's authority and timing.

Feature comparison for SOC 2 signatory support

A concise comparison between leading eSignature providers on features relevant to SOC 2 signatory workflows.

Criteria	signNow (Recommended)	DocuSign
SOC 2 attestation support
HIPAA-ready features
Audit trail detail	Detailed logs	Detailed logs
API access	REST API	REST API

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Risks when signatory processes are insufficient

Audit failure: Reassessment

Customer loss: Contract termination

Regulatory fines: Monetary penalties

Reputational harm: Public exposure

Operational disruption: Remediation work

Legal exposure: Contract disputes

Representative pricing across eSignature vendors

Approximate entry-level pricing and notable plan distinctions for common eSignature platforms used in SOC 2 workflows. Pricing varies by features and seat counts.

Plan	signNow (Recommended)	DocuSign	Adobe Sign	HelloSign	PandaDoc
Free Trial	14-day trial	30-day trial	30-day trial	14-day trial	14-day trial
Entry plan price	$8/user/mo	$10/user/mo	$9.99/user/mo	$15/user/mo	$19/user/mo
Business plan price	$15/user/mo	$25/user/mo	$24.99/user/mo	$25/user/mo	$29/user/mo
Enterprise pricing	Custom pricing	Custom pricing	Custom pricing	Custom pricing	Custom pricing
Support & onboarding	Self-service plus paid onboarding	Paid onboarding packages	Enterprise onboarding	Paid onboarding	Dedicated onboarding available

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