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What is SOC 2 Type II Compliance?


When IT service companies want to show they're serious about security, they get SOC 2 Type  II certified. This badge means they follow strict rules to keep their data safe. It's a big deal because cyber attacks keep getting trickier. Companies that handle private client info need strong protection to stop data theft, block unwanted access, and fix weak spots in their security. 

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SOC 2 Type II compliance is built on five core principles, but our audit specifically covered:

Security – We lock down systems with strong passwords, double-check who's trying to get in, and watch out for any bad guys trying to break in.

Availability – Our stuff needs to run smoothly all the time. When you need it, it's there, no long waits or crashes.

Confidentiality – We handle personal info super carefully, following big rules like GDPR and CCPA that tell us how to protect people's data.

Achieving SOC 2 Type II compliance isn't just about meeting regulatory requirements; it demonstrates our commitment to operational excellence and reinforces trust with our clients. For MSPs, achieving SOC 2 Type II compliance is not just a regulatory achievement, it’s a competitive advantage that establishes credibility and builds client confidence in service delivery.

 

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TopLeft's SOC 2 Type II Journey


TopLeft partnered with ControlCase, a leader in security and compliance assessments, to undergo a rigorous SOC 2 Type II audit. This evaluation, based on the standards set by the Association of International Certified Professional Accountants (AICPA), confirms that TopLeft meets industry best practices for protecting customer data in a fully cloud-based environment.


This teamwork made TopLeft's tools even safer for IT companies to use. Now these companies know their info is protected by the best security out there, so they can focus on helping their own customers.

ControlCase made getting certified pretty simple. TopLeft set up the necessary security policies, procedures, and controls without disrupting daily operations. Instead of directly assisting, ControlCase evaluated the security measures that TopLeft already had in place. By taking a well-planned approach, TopLeft quickly earned their certification while keeping their security and control at a top level.


 TopLeft's CEO/Founder puts it this way: "We want to give IT companies the best tools that they can trust. SOC 2 Type II helps us keep doing that while making sure all their data stays safe."

But getting SOC 2 Type II isn't like buying a one-time ticket - it's more like joining a gym where you have to keep working at it. Each year TopLeft will provide proof to confirm they are still following these controls, ensuring ongoing SOC 2 Type II compliance. TopLeft still works with ControlCase to stay on top of new safety rules. They keep checking systems, looking for weak spots, and making security better before problems show up. That's why IT companies feel good about using TopLeft's platform.


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How Soc 2 Type II Compliance Works?

 

The journey to SOC 2 Type II certification involves multiple stages, each designed to ensure an organization implements and maintains best-in-class security practices.

ControlCase helped guide TopLeft through important steps like setting security rules, writing down processes, and preparing proof for compliance. The guidance included these key steps:

Deep Security Check-Up – Carefully looking at TopLeft’s systems to find weak spots and build a strong security plan.

Putting Security in Place – Adding advanced tools like monitoring systems, encryption, access controls, and security rules to keep sensitive data safe.

Creating Policies and Documents – Writing clear security guidelines and step-by-step instructions to meet SOC 2 Type II compliance rules.

Keeping Watch and Staying Compliant – Setting up a system that constantly checks for security risks and fixes them in real time, ensuring compliance stays in place.

Ongoing Security Improvements – Regularly updating security strategies to stay ahead of new cybersecurity threats and changing rules.

By following this structured approach, companies like TopLeft make sure their security is strong while still making it easy for users to access important tools and services.



 

 

 

Why SOC 2 Type II Compliance Matters?

 

Having SOC 2 Type II compliance is a big advantage for companies looking to grow and earn trust with new business partners. These days, many companies won’t work with vendors unless they have this certification. That’s why it’s so valuable for MSPs—it helps them prove they take security seriously and makes their business relationships even stronger.

"ControlCase provides full SOC 2 Type II compliance services that truly make a difference. Our solutions help businesses meet compliance fast while keeping their security strong, which builds trust and improves business integrity." — Mike Jenner, CEO of ControlCase

 

How ControlCase and TopLeft Work Together?

 

TopLeft’s SOC 2 Type II certification makes its PSA integration even better, giving Managed Service Providers (MSPs) a safe, smooth, and reliable experience. Since 2019, TopLeft has helped MSPs improve their workflows by offering advanced solutions that go beyond what standard PSA tools can do.

Traditional platforms like ConnectWise, HaloPSA, and Datto Autotask come with challenges. TopLeft understands these struggles, so it created a Kanban-based system that makes managing tasks easier and boosts efficiency. This system works seamlessly with all three PSAs.

Now, with SOC 2 Type II compliance, MSPs using TopLeft don’t just get an easy-to-use workflow system—they also benefit from enterprise-level security, making their operations more secure and trustworthy.


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TopLeft  Key Benefits for MSPs

 

Integrated Kanban Workflows – Fully connects with PSA systems for a more streamlined process.

Automatic Data Syncing – Keeps PSA data in sync without manual updates.

Improved Team Efficiency – Simplifies task handling, helping teams stay organized and productive.

Real-Time Project Tracking – Provides up-to-the-minute PSA project updates to enhance accountability and transparency.

Advanced Security Measures – SOC 2 Type II compliance ensures top-tier protection from cyber threats for MSPs

Strong Data Safeguards – Protects sensitive business information within TopLeft from unauthorized access.

Regulatory Compliance – Helps MSPs meet industry security standards and reduce compliance risks.

Minimal Downtime and Disruptions – Proactive security monitoring prevents issues before they arise.

With TopLeft’s SOC 2 Type II certification, MSPs can confidently use a solution that optimizes efficiency while maintaining the highest security standards.

This compliance milestone assures users that their data remains protected, operations stay uninterrupted, and regulatory requirements are consistently met.


 

Want to learn more about TopLeft's SOC 2 Type II Compliance?

 

For more information or any concerns, please contact Matt Fox at matt@topleft.team or stay updated here:TopLeft is SOC 2 Certified - TopLeft - Roadmap and Announcements

 

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