Knowledge Center

The Compliance Playbook

Long-form, implementation-driven guidance for SOC 1, SOC 2, HIPAA, and GDPR programs with US-first execution and EU-aware expansion paths.

This library is optimized for both human decision-makers and AI-assisted discovery: every article includes a practical framework, implementation details, and clear audit readiness actions.

Featured Guide

SOC 2 Readiness Checklist (2026): A Complete Operator Playbook

Our most practical SOC 2 guide for scaling SaaS teams. It covers scoping, control ownership, evidence cadence, and the exact work needed to move from policy draft to report-ready execution.

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Category

SOC 2 Articles

Built for B2B SaaS leaders preparing for enterprise diligence.

SOC 2 14 min read • Updated Feb 2026

SOC 2 Readiness Checklist (2026): A Complete Operator Playbook

End-to-end readiness sequence from scoping and control ownership to evidence quality gates and pre-fieldwork QA.

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SOC 2 12 min read • Updated Feb 2026

SOC 2 Type I vs Type II: Which Report Should You Pursue First?

Decision framework for sequencing Type I and Type II based on deal pressure, control maturity, and buyer expectations.

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SOC 2 15 min read • Updated Feb 2026

SOC 2 Controls List by Trust Services Criteria

Practical controls by criteria with implementation direction for operations, engineering, and security owners.

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SOC 2 11 min read • Updated Feb 2026

SOC 2 Audit Timeline: What to Expect from Kickoff to Final Report

Milestone-based plan to forecast timelines, resource needs, and likely blockers before they impact report delivery.

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SOC 2 11 min read • Updated Feb 2026

Most Common SOC 2 Findings and How to Fix Them Fast

High-frequency finding patterns with remediation tactics that improve control reliability and evidence acceptance.

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SOC 2 12 min read • Updated Feb 2026

Vendor Management for SOC 2 Compliance

Third-party risk governance model that aligns due diligence, contract controls, and monitoring evidence with SOC 2 expectations.

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SOC 2 10 min read • Updated Feb 2026

How to Scope Systems for SOC 2 Without Over-Auditing

Methods to define defensible boundaries, inherited controls, and supporting systems while avoiding unnecessary scope expansion.

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Category

HIPAA Articles

Designed for healthtech teams handling ePHI in modern cloud environments.

HIPAA 14 min read • Updated Feb 2026

HIPAA Risk Assessment Guide (2026): End-to-End Method and Evidence

Risk assessment sequencing with scoring models, remediation prioritization, and audit-grade documentation expectations.

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HIPAA 13 min read • Updated Feb 2026

HIPAA Technical Safeguards Checklist: Practical Controls That Pass Audit

Detailed technical safeguards implementation guidance for access, integrity, audit logs, and transmission protections.

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HIPAA 11 min read • Updated Feb 2026

HIPAA Business Associate Agreements Explained

BAA clauses, operational responsibilities, and contract workflows that stand up under legal and audit review.

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HIPAA 13 min read • Updated Feb 2026

HIPAA for SaaS and Cloud-Hosted Health Apps

Architecture and control strategy for HIPAA-aligned cloud operations, subprocessors, and security monitoring.

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HIPAA 11 min read • Updated Feb 2026

HIPAA Incident Response Requirements

Detection, triage, breach determination, and communications process for incident response in healthcare environments.

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Category

GDPR Articles

US-first execution guidance for teams serving EU users and enterprise buyers.

GDPR 14 min read • Updated Feb 2026

GDPR for US SaaS Companies (2026)

Actionable roadmap for lawful basis, processor obligations, transfer mechanisms, and regulator-ready documentation.

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GDPR 12 min read • Updated Feb 2026

GDPR DPIA Template and Triggers

How to identify DPIA requirements, run assessment workflows, and operationalize outputs in product and security decisions.

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GDPR 12 min read • Updated Feb 2026

GDPR Lawful Bases for B2B SaaS

Deep dive into lawful basis choices across analytics, support, marketing automation, and service delivery workflows.

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GDPR 10 min read • Updated Feb 2026

GDPR Data Processing Agreement Checklist

Controller/processor DPA checklist with required clauses, annexes, security schedules, and negotiation guidance.

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GDPR 13 min read • Updated Feb 2026

Cross-Border Data Transfers (US, EU, UK): Compliance Guide for 2026

Practical guide to transfer mechanisms, TIAs, SCC/UK addendum operations, and evidence for cross-border data governance.

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Category

SOC 1 and SOC 2 Strategy Articles

Decision support for teams navigating financial-reporting and security-assurance requirements simultaneously.

SOC 1 and SOC 2 12 min read • Updated Feb 2026

SOC 1 vs SOC 2 for B2B Software Vendors

Buyer requirement signals and service model analysis to determine whether SOC 1, SOC 2, or both are needed.

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SOC 1 and SOC 2 11 min read • Updated Feb 2026

When You Need SOC 1 and SOC 2 Together

Dual-report sequencing model to maximize control overlap, reduce disruption, and accelerate report delivery.

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Category

Multi-Framework Articles

How to unify controls across SOC 2, HIPAA, and GDPR without multiplying effort.

Multi-Framework 15 min read • Updated Feb 2026

Multi-Framework Control Mapping: SOC 2, HIPAA, and GDPR Without Audit Fatigue

Design one control system with shared evidence streams and framework-specific overlays for efficient assurance operations.

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Multi-Framework 10 min read • Updated Feb 2026

Audit Evidence Management Best Practices for High-Growth Teams

Operational methods to centralize, validate, and retain evidence across departments and overlapping control frameworks.

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Multi-Framework 14 min read • Updated Feb 2026

Compliance Roadmap for Startups: Seed to Series C

Stage-based compliance maturity roadmap aligned to fundraising milestones, enterprise sales motions, and regulatory risk.

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Common Questions

Frequently Asked Questions

Where should a first-time compliance team start?

Start with one high-priority pathway based on revenue impact: SOC 2 for B2B SaaS, HIPAA for healthtech, or GDPR for EU-serving products. Then use the linked long-form guides to scope systems, assign control owners, and build an evidence calendar.

Do these resources include practical implementation guidance or just theory?

Each article is implementation-focused. The guides are structured around operating workflows: scope, control ownership, evidence quality, common failure modes, and audit response management.

How do SOC 2, HIPAA, and GDPR overlap in practice?

They overlap heavily in governance, access controls, logging, incident response, and vendor oversight. Start with our control mapping guide to design shared controls and avoid duplicate testing.

Can I use this library to prepare for a procurement security review?

Yes. The SOC 2, HIPAA, and GDPR guides are written to help technical teams and GTM teams align on defensible buyer-facing answers and supporting evidence.

How often will new long-form resources be added?

The library is structured for continuous publishing. We will expand category coverage and update guidance as audit expectations and regulatory interpretations evolve.

Editorial Standard

Every resource is written for operators first: practical execution steps, auditable evidence expectations, and explicit cross-framework mappings for SOC 2, HIPAA, and GDPR programs.

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