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Vanta customer insights
BlogsSOC 2
January 1, 2021

Vanta customer insights

Here at Vanta, we’re big fans of helping companies get secure. We’re focused on simplifying the complex, time-consuming, and tedious process of preparing for a SOC 2 audit, so our customers can get it done and move forward with a strong security program in place — and proof in hand. If you’ve been stalling on security, see what our customers have to say about SOC 2 in their own words, and what carried them through on their SOC 2 journeys.

It's worth it to be proactive

→ Make getting your SOC 2 about protecting your customers’ data — and celebrate it!

  • “One of Gem’s founding core values is customer-centricity. For us, this translates directly into a commitment to protecting customer data. Everyone who touches our platform should feel, and know, that their information is secure.” — From Gem’s blog post, “Gem Receives SOC 2 Type II Certification


→ Lead with security, and compliance will follow

  • “Compliance is checking the boxes. Looking for that list of boxes to check won’t necessarily make your organization secure. It could leave you in a position very far from a secure posture. We found that by putting security first, compliance naturally followed.” — From Clubhouse’s blog post, “Lessons learned on our journey to SOC 2 compliance


→ Improved security through SOC 2 certification is simpler than you think

  • While the end result of the SOC 2 process is a more secure organization, there is a huge amount of unnecessary pain and busy work involved in the accreditation and renewal process. Vanta is simplifying that massively for teams.” — From Lattice’s Customer Case Study


→ Think of SOC 2 as a scaffold for a holistic security program

“As a really small startup, you don’t even know what a security program is. Vanta was the scaffolding for us. It helped define what security for a startup looks like and built us a roadmap that would actually accelerate our sales.” — From Notion’s Customer Case Study

Transparent, clear communications support security

→ Make the process transparent to the entire organization

“Individuals at every level will often be the agents of implementing necessary controls to be compliant. When it comes to things like background checks and monitoring employee laptops, we wanted individuals to be on board with the degree to which we implemented those controls. We found that folks were more than obliged to help increase the security of our organization when they understood the need for it.” — From Clubhouse’s blog post, “Lessons learned on our journey to SOC 2 compliance

Security is an ongoing commitment

→ Get your SOC 2 early if you know your customers expect proof of commitment to security

  • “Getting a SOC2 audit is commonly seen as an activity that only larger companies attempt due to the necessary preparations and time commitment. While this is true, we’ve found that the preparation and involvement seems to scale exponentially with company size. Earlier stage companies have a huge advantage in this respect because changes can be made quickly to systems to bring them into compliance. Getting our SOC2 when the company was only 7 months old was one of the best decisions we ever made. Not only did it give us a big advantage in the enterprise sales process, but it also allowed us to build compliance into our company’s DNA very early on.” — From Modern Treasury’s blog post, “How to Get a SOC 2


→ Build a regular cadence for reviewing security at your organization

  • “As part of our SOC 2 certification at WorkOS, we now run a quarterly meeting to review who has access to which applications, and the attendees are (actually) documented.” — From Work OS’s blog post, “The Developer's Guide to SOC 2 Compliance


→ A true commitment to security is more than a one-time engagement 

“As part of our ongoing dedication to data security, we are constantly and critically reviewing how we collect, manage, and secure customer data. As part of that process, we plan to continue obtaining periodic SOC 2 Type II reports.” — From Rever’s blog post, “Rever Passes Rigorous Infrastructure Audit for SOC 2 Certification and Trusted Technology Platform Partner

Make time for security — and save time in the process

→ Partnering with an automation tool like Vanta can save you some serious audit time

  • “90% of the document collection process was self-completed by the auditor being able to see our Vanta profile and download the necessary evidence. The other 10% involved some fairly straightforward screen sharing sessions and sending over screenshots of certain internal tools and configuration files. All in all,  the entire process was completed in a week, and three weeks later we had our finalized SOC 2 Type I report.” — From Modern Treasury’s blog post, “How to Get a SOC 2


Vanta is “security in a box” for companies of all sizes — helping you get audit-ready fast, and supporting your company through a successful SOC 2 audit and beyond. Vanta continuously monitors your systems and services, collecting information about your security to prove your compliance over time. We’ll work with you to customize your security monitoring needs, and to tailor your SOC 2 to meet the needs of your company and your customers. Ready to get started?

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Access Review Stage Content / Functionality
Across all stages
  • Easily create and save a new access review at a point in time
  • View detailed audit evidence of historical access reviews
Setup access review procedures
  • Define a global access review procedure that stakeholders can follow, ensuring consistency and mitigation of human error in reviews
  • Set your access review frequency (monthly, quarterly, etc.) and working period/deadlines
Consolidate account access data from systems
  • Integrate systems using dozens of pre-built integrations, or “connectors”. System account and HRIS data is pulled into Vanta.
  • Upcoming integrations include Zoom and Intercom (account access), and Personio (HRIS)
  • Upload access files from non-integrated systems
  • View and select systems in-scope for the review
Review, approve, and deny user access
  • Select the appropriate systems reviewer and due date
  • Get automatic notifications and reminders to systems reviewer of deadlines
  • Automatic flagging of “risky” employee accounts that have been terminated or switched departments
  • Intuitive interface to see all accounts with access, account accept/deny buttons, and notes section
  • Track progress of individual systems access reviews and see accounts that need to be removed or have access modified
  • Bulk sort, filter, and alter accounts based on account roles and employee title
Assign remediation tasks to system owners
  • Built-in remediation workflow for reviewers to request access changes and for admin to view and manage requests
  • Optional task tracker integration to create tickets for any access changes and provide visibility to the status of tickets and remediation
Verify changes to access
  • Focused view of accounts flagged for access changes for easy tracking and management
  • Automated evidence of remediation completion displayed for integrated systems
  • Manual evidence of remediation can be uploaded for non-integrated systems
Report and re-evaluate results
  • Auditor can log into Vanta to see history of all completed access reviews
  • Internals can see status of reviews in progress and also historical review detail

PCI Compliance Selection Guide

Determine Your PCI Compliance Level

If your organization processes, stores, or transmits cardholder data, you must comply with the Payment Card Industry Data Security Standard (PCI DSS), a global mandate created by major credit card companies. Compliance is mandatory for any business that accepts credit card payments.

When establishing strategies for implementing and maintaining PCI compliance, your organization needs to understand what constitutes a Merchant or Service Provider, and whether a Self Assessment Questionnaire (SAQ) or Report on Compliance (ROC) is most applicable to your business.

Answer a few short questions and we’ll help identify your compliance level.

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Does your business offer services to customers who are interested in your level of PCI compliance?

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Identify your PCI SAQ or ROC level

The PCI Security Standards Council has established the below criteria for Merchant and Service Provider validation. Use these descriptions to help determine the SAQ or ROC that best applies to your organization.

Good news! Vanta supports all of the following compliance levels:

SAQ A

A SAQ A is required for Merchants that do not require the physical presence of a credit card (like an eCommerce, mail, or telephone purchase). This means that the Merchant’s business has fully outsourced all cardholder data processing to PCI DSS compliant third party Service Providers, with no electronic storage, processing, or transmission of any cardholder data on the Merchant’s system or premises.

Get PCI DSS certified

SAQ A-EP

A SAQ A-EP is similar to a SAQ A, but is a requirement for Merchants that don't receive cardholder data, but control how cardholder data is redirected to a PCI DSS validated third-party payment processor.

Learn more about eCommerce PCI

SAQ D
for service providers

A SAQ D includes over 200 requirements and covers the entirety of PCI DSS compliance. If you are a Service Provider, a SAQ D is the only SAQ you’re eligible to complete.

Use our PCI checklist

ROC
Level 1 for service providers

A Report on Compliance (ROC) is an annual assessment that determines your organization’s ability to protect cardholder data. If you’re a Merchant that processes over six million transactions annually or a Service Provider that processes more than 300,000 transactions annually, your organization is responsible for both a ROC and an Attestation of Compliance (AOC).

Automate your ROC and AOC

Download this checklist for easy reference

Questions?

Learn more about how Vanta can help. You can also find information on PCI compliance levels at the PCI Security Standards Council website or by contacting your payment processing partner.

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