soc 2 compliance software check: Type 1 vs Type 2 report date against your customer deadline

soc 2 compliance software check: when your Type 1 and Type 2 reports arrive vs your customer deadline, deal revenue at risk and first-year cost.

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What you get: Your plan (the same 9 inputs) · Report date (the same 12 answers) · Audit calendar (enter a start date: dated readiness end, window start and end, report date for Type 1 and Type 2, the next Type 2… Full version · $39 →

Updated 2026-11-09 · ReadyStack

Example (made-up): a $60,000-a-year deal needs your SOC 2 report in 4 months, with 2 months of readiness, a 3-month Type 2 window and 6 weeks of auditor reporting: straight to Type 2 the report lands 2.38 months late and $11,900.00 of deal revenue is at risk; a Type 1 first lands in 3.38 months and nets $3,900.00 after its $8,000 fee. Put in your own deal and quotes and see which report makes your deadline. No account; nothing is sent.

When your SOC 2 report arrives

Auditor reporting time in months1.38
Type 2 report arrives, months from today6.38
Type 2 months late for the deadline (0 = on time)2.38
Deal revenue per month (ARR ÷ 12)$5,000.00
Deal revenue that waits if you go straight to Type 2$11,900.00
Type 1 report arrives, months from today3.38
Type 1 months late for the deadline (0 = on time)0
Deal revenue that waits on the Type 1 path$0.00
Net gain of a Type 1 first (revenue saved minus the extra Type 1 fee)$3,900.00
First-year cost, straight to Type 2 (software + Type 2 audit)$19,500.00
First-year cost, Type 1 first (software + both audits)$27,500.00
Hours of your team's work the software must save in a year to pay for itself100.0

The line vendor demo pages leave out: your deadline minus readiness, the Type 2 window and the auditor's reporting weeks. A Type 1 first only helps if this customer accepts a Type 1, so ask them first.

Full version — $39 once Excel workbook, 5 sheets: Your plan · Report date · Audit calendar · Deal pipeline · Software compare. Real dates and reminders from your start date, up to 10 deals with their own deadlines, and up to 4 software quotes side by side. No subscription.

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How the example adds up

Example (made-up): 6 weeks × 12 / 52 = 1.38 months of auditor reporting. Type 2: 2 months readiness + 3-month window + 1.38 = 6.38 months, 2.38 months past the 4-month deadline. $60,000 / 12 = $5,000.00 a month of deal revenue × 2.38 = $11,900.00 at risk. Type 1: 2 + 1.38 = 3.38 months, on time, $0 at risk. Type 1 first: $11,900.00 − $0 − $8,000 Type 1 fee = $3,900.00 net. First year: $7,500 software + $12,000 Type 2 = $19,500.00; with the Type 1 too, $27,500.00. $7,500 / $75 an hour = 100.0 hours the software must save in a year.

The rule: Vanta and Secureframe both write that a SOC 2 Type 1 looks at your controls at a single point in time, while a Type 2 tests them over a period, usually 3 to 12 months (pages read 2026-11-09). Vanta adds that starting with a Type 1 means a second audit later; Secureframe that many customers reject a Type 1. So a Type 1 first only helps if this customer accepts it: ask them before you book it.

Price yardstick: Secureframe Fundamentals starts at $7,500/year; Vanta and Comp AI show no public price, only a quote form (pricing pages read 2026-11-09). Check your own numbers here for free before you pay anything; the full version is a one-time payment.

Next step: put your start date into the Audit calendar, list every deal that asked for SOC 2, and send the dated plan to your customer and auditor before you sign a software contract.

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Excel workbook, 5 sheets: Your plan (the same 9 inputs) · Report date (the same 12 answers) · Audit calendar (enter a start date: dated readiness end, window start and end, report date for Type 1 and Type 2, the next Type 2 window and reminder dates 30 days before each) · Deal pipeline (up to 10 dea

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Secureframe Fundamentals starts at $7,500/year; Vanta and Comp AI show no public price, only a quote form (pricing pages read 2026-11-09). Vanta and Secureframe both write that a Type 2 observation window is usually 3 to 12 months

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Worked example

Real numbers from this tool, line by line.

A SaaS team whose customer wants a SOC 2 report in 4 months has $11,900.00 of deal revenue at risk if it goes straight to a Type 2, in the made-up example of this calculator: a $60,000-a-year deal, 2 months of readiness, a 3-month observation window and 6 weeks of auditor reporting.

LineExample (made-up)
Auditor reporting (6 weeks × 12 ÷ 52)1.38 months
Type 2 report arrives (2 + 3 + 1.38)month 6.38
Months late for a 4-month deadline2.38
Deal revenue per month ($60,000 ÷ 12)$5,000.00
Deal revenue at risk, straight to Type 2$11,900.00
Type 1 report arrives (2 + 1.38)month 3.38, on time
Net of a Type 1 first ($11,900.00 − $8,000 fee)$3,900.00
First year, straight to Type 2 ($7,500 + $12,000)$19,500.00
First year, Type 1 first ($7,500 + $8,000 + $12,000)$27,500.00
Hours the software must save ($7,500 ÷ $75)100

Why the dates matter more than the platform

A SOC 2 Type 1 looks at your controls at a single point in time. A Type 2 tests them over a period, and Vanta and Secureframe both write that this window is usually 3 to 12 months (their pages, read on 2026-11-09). The window can only start once your controls are in place, and the auditor needs weeks after it ends to write the report. Add the three and you have the month your customer actually gets a PDF.

No compliance software shortens the window your auditor agrees to. A platform can speed up readiness and evidence collection, but it cannot make a 3-month window last 2 months. That is why the first number to check is not the software price but the report month against the deadline.

When a Type 1 first pays

In the example the Type 1 report arrives at month 3.38, before the deadline, so none of the $11,900.00 waits. Even after the extra $8,000 Type 1 fee the team is $3,900.00 ahead. Two warnings from the vendors' own pages: Vanta writes that starting with a Type 1 means another audit later, and Secureframe that many customers reject a Type 1. So ask this customer whether a Type 1 is enough before you book it.

Change one input and the answer flips. With the deadline at 7 months the Type 2 arrives in time, nothing is at risk, and a Type 1 first only costs you its $8,000 fee. If your auditor wants a 6-month window, the Type 2 arrives at month 9.38, 5.38 months late, $26,900.00 waits, and a Type 1 first nets $18,900.00.

Is the software worth it?

Secureframe's Fundamentals plan starts at $7,500 a year; Vanta and Comp AI show no public price, only a quote form (pricing pages read 2026-11-09). Divide the yearly price by what one hour of your team costs: at $75 an hour the software has to save 100 hours of work in the first year to pay for itself. If your own estimate of the hours saved is lower, a spreadsheet and a good auditor may be the cheaper path.

How to use the calculator

Enter the deal value, the months until the customer needs the report, your readiness months, the window and reporting weeks your auditor gave you, both audit fees, the software quote and your hourly cost. The 12 answers update as you type, in your browser, with nothing sent anywhere.

The full version is an Excel workbook with 5 sheets. The Audit calendar turns a start date into real dates and three reminder dates, the Deal pipeline checks up to 10 deals against their own deadlines, and Software compare puts a spreadsheet and up to 4 quotes side by side. It is a one-time payment.

15 seconds — what it actually does

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Questions people ask

What does this soc 2 compliance software calculator work out?

It puts your customer's deadline next to the two SOC 2 report types. From your readiness months, the Type 2 observation window and the auditor's reporting weeks it shows when a Type 1 and a Type 2 report arrive, how many months late each is, the deal revenue that waits, whether a Type 1 first pays for its extra fee, and the first-year cost of each path.

Who is it for?

SaaS founders, CTOs and the one security lead at a small B2B software company whose customer asked for a SOC 2 report by a date. It is for the week you choose between buying SOC 2 compliance software, getting a Type 1 first or going straight to a Type 2, and have to show your CEO the dates and the money.

Why not just ask a compliance software vendor?

Vendor pages sell the platform and book a demo. Vanta and Comp AI show no public price, and none of them puts your deal deadline next to the Type 2 window and the auditor's reporting weeks. In the made-up example going straight to Type 2 is 2.38 months late and $11,900.00 of deal revenue waits.

What is free and what is in the paid workbook?

Free: one deal and one audit plan in the browser, all 12 answers, no account, nothing sent anywhere. The paid Excel workbook adds an Audit calendar with real dates and reminder dates from your start date, a Deal pipeline for up to 10 deals with their own deadlines, a Software compare sheet for up to 4 quotes, and a README with every formula.

How does the cost compare?

Secureframe's Fundamentals plan starts at $7,500 a year; Vanta and Comp AI give prices only on a quote call (pricing pages read 2026-11-09). This workbook is a one-time payment and checks whichever quote you get, including how many hours of your team's work the software must save to pay for itself. Run the free check first.

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