SOC 2 compliance made simple: Moxo templates and KPI tracking kit
At a glance
Manual SOC 2 compliance processes slow operations, increase risk, and overload teams with repetitive work.
Automation creates structured, secure, and transparent workflows that improve accuracy and audit readiness.
Moxo standardizes approvals, automates evidence collection, and provides real-time visibility across compliance operations.
Built for enterprise security and scalability, Moxo helps organizations modernize SOC 2 compliance with confidence.
Why businesses need SOC 2 compliance automation
SOC 2 compliance is now a requirement for any organization that handles sensitive client data. Preparing for an audit without structured workflows can lead to errors, delays, and unnecessary costs. Many compliance teams still rely on email chains, spreadsheets, and manual reminders, which creates risk when deadlines approach or auditors request supporting documentation.
Moxo streamlines SOC 2 compliance preparation with pre-built workflows for evidence requests, policy attestations, access reviews, and approvals. With automation, integrations, reporting, and exportable packages, organizations can reduce audit stress, ensure transparency, and strengthen governance. While Moxo does not guarantee certification (only auditors can do that), it provides the infrastructure and tools compliance leaders need to manage SOC 2 with confidence.
SOC 2 tasks you can streamline
Evidence collection without inefficiency
Collecting audit evidence through email is error-prone and time-consuming. Compliance leaders spend hours chasing files, while employees are frustrated by duplicate requests. Moxo offers structured document collection templates with built-in reminders and progress tracking. Every request is time-stamped and logged for audit visibility.
Policy attestations without chasing signatures
Auditors require confirmation that staff have read and agreed to the company policies. Tracking this manually means spreadsheets and scattered records. Moxo centralizes attestations into a single workflow, allowing compliance teams to monitor completion in real time and generate reports instantly.
Access reviews with built-in accountability
Regular access reviews are a SOC 2 requirement. Without automation, managers rely on spreadsheets and manual sign-offs. With Moxo, managers receive automated prompts to review and approve or revoke access. Each decision is logged with role-based accountability and audit trails, reducing the chance of gaps.
Approval chains with clear audit trails
Policy changes, control updates, and exceptions require formal approvals. When approvals sit in inboxes, compliance deadlines slip. Moxo standardizes approval flows with role-based sign-offs and secure tracking. Auditors can see exactly who approved what and when, which builds trust.
Build flows in Moxo for evidence, approvals, and attestations
Moxo’s workflow automation library includes templates designed for compliance teams. Instead of building processes from scratch, organizations can launch pre-configured flows for evidence collection, attestations, and approvals. Templates are configurable to match organizational policies and reporting cycles, so compliance teams remain in control.
A financial services firm used Moxo templates to replace quarterly attestations that were previously tracked manually. Instead of chasing 200 employees through email, compliance officers could track progress in a centralized dashboard. The firm reported zero missed attestations in its following SOC 2 review.
Automations and integrations to reduce manual work
Automation reduces wasted effort in compliance. Moxo automatically sends reminders for overdue evidence requests, escalates pending approvals, and monitors bottlenecks. This reduces repetitive administrative work and ensures nothing slips through the cracks.
Through integrations, Moxo connects to HRIS, CRM, and document management systems. Evidence is pulled directly from the source, reducing the chance of version control issues or inaccurate data. With continuous integration, organizations remain audit-ready throughout the year rather than scrambling during audit season.
According to McKinsey, companies that implement compliance automation can reduce preparation effort by up to 30 to 40 percent. Moxo customers report similar time savings and smoother audits because auditors receive consistent, structured information.
Reporting and exports that satisfy auditors
Moxo equips compliance leaders with KPI dashboards that show completion rates, average approval times, and areas of risk. This visibility allows leaders to address issues before they become audit findings.
When it is time for an audit, Moxo generates structured export packages. These include evidence requests, attestations, approvals, and access reviews, complete with timestamps and audit trails. Instead of scrambling to compile spreadsheets, compliance officers can hand auditors a complete package in minutes.
With enterprise-grade security features such as encryption, role-based access, MFA, and SSO, organizations can be confident that sensitive compliance data remains protected throughout the process.
Bringing it all together
SOC 2 compliance is no longer a once-a-year project. It demands continuous oversight, structured workflows, and airtight documentation to meet today’s regulatory and client expectations. Manual processes make this harder, increasing the risk of errors, missed attestations, and audit delays. Moxo simplifies SOC 2 preparation by centralizing evidence collection, policy attestations, access reviews, and approvals within one secure platform.
With pre-built templates, automated reminders, and real-time dashboards, compliance teams gain visibility into every control and eliminate the chaos of manual tracking. Enterprise-grade security features like encryption, role-based access, and audit trails ensure sensitive data stays protected while keeping auditors confident in every review.
Next step: Download the SOC 2 Template and KPI Kit to see how automation can cut audit preparation time and reduce compliance risk. Book a demo with Moxo to explore how SOC 2 workflow automation can strengthen your organization’s governance and keep you always audit-ready.
FAQs
How much does Moxo’s SOC 2 automation solution cost?
Pricing is tailored to organization size, workflow requirements, and integrations. Moxo offers scalable packages designed to support both small businesses and large enterprises. See more on the product page.
How long does Moxo implementation take?
Most organizations deploy Moxo within weeks. Pre-built workflows accelerate adoption, and the customer success team provides step-by-step support during rollout.
Does Moxo guarantee SOC 2 certification?
No software platform can guarantee certification. Moxo helps organizations by streamlining evidence collection, policy attestations, approvals, and reporting. This reduces audit delays and strengthens readiness, but the certification outcome depends on the auditor.
How does Moxo integrate with existing systems?
Moxo connects to HRIS, CRM, and document management platforms. Its integrations eliminate duplication of effort and ensure compliance data stays up to date.
How does Moxo secure sensitive compliance data?
Moxo applies enterprise-grade security controls, including encryption, role-based access, MFA, SSO, and audit trails. These protections support SOC 2 and GDPR requirements and safeguard sensitive evidence.
