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For MSPs · 4 min read ·

SOC 2 for MSPs: What Your Clients Are Asking For

Clients ask MSPs for SOC 2 because you hold admin access to their systems. A SOC 2 Type II report shows an independent CPA tested your security controls over 3 to 12 months.

Why the request keeps coming

Your clients run vendor risk reviews. An MSP with remote management tools and admin credentials is near the top of that list. One SOC 2 report replaces dozens of custom questionnaires.

What to put in scope

Security is the only required Trust Services Criterion. Most MSPs add one more.

  • Security: access control, change management, incident response
  • Availability: if you promise uptime or run backups for clients
  • Confidentiality: if you store client data or credentials

The controls auditors look at first

  • MFA on your RMM, PSA and password vault
  • Separate admin accounts per technician, reviewed every quarter
  • Logged and approved changes to client environments
  • Offboarding that removes access the same day

Timeline and cost

The pace depends on how fast your team gathers evidence. For Type II, evidence must be collected for at least 3 months before you are audit ready. With Ezzi CaaS, an MSP with 1 to 50 employees pays $1,195 a month in year one, CPA audit included.

Want this done for you, audit included?

Quick answers

Start with Type I to show controls are designed well, then move to Type II, which tests them over 3 to 12 months. Most clients ask for Type II.

With Ezzi CaaS, $1,195 a month in year one for 1 to 50 employees, with the independent CPA audit included in that price.