A fast-growing HealthTech company offering both SaaS and PaaS solutions contacted ioSENTRIX to achieve SOC 2 compliance. They knew they couldn’t afford any critical findings. Handling sensitive Protected Health Information (PHI) meant security wasn’t just important, it was essential to gaining trust, winning enterprise deals, and ensuring long-term success.
(SOC 2 is a vital milestone for any HealthTech provider, especially when working with patient data and operating in regulated industries. It’s about proving to customers and partners that your security controls truly work.)
What made this engagement unique? Together, we didn’t just help the client pass SOC 2, we helped them do it with zero critical issues flagged during their audit.
Our role went far beyond testing. From application and API assessments to cloud security and DevSecOps guidance, ioSENTRIX acted as a hands-on security partner.
Our client was facing a challenge familiar to many fast-growing HealthTech startups: tight timelines, increasing enterprise sales pressure, and the need to pass a SOC 2 audit without delay.
With investor conversations on the horizon and enterprise customers requesting proof of compliance, they couldn’t afford missteps or surprises.
Their platform wasn’t simple. It was a cloud-native, multi-tenant SaaS/PaaS environment handling sensitive healthcare data, integrated with multiple APIs, third-party services, and dynamic user roles. That complexity made traditional, surface-level testing a risky shortcut they couldn’t take.
What they needed was a security partner who could move fast, understand their architecture inside and out, and deliver testing, guidance and confidence.
We began by mapping out a plan in accordance with their goals:
No templates. No one-size-fits-all reports. Just real-world testing, smart risk prioritization, and constant collaboration between our security team and their engineering leads.
Our goal was clear: help the client meet SOC 2 requirements without compromising on real security. To do that, we built a comprehensive, full-stack testing strategy tailored to their unique HealthTech platform.
We mapped out the client’s architecture, data flows, and user roles. This helped us define an accurate scope that included web and mobile interfaces, backend APIs, identity systems, cloud infrastructure, and third-party integrations.
Our approach was about identifying where the real risks were based on their platform, data sensitivity, and growth plans.
ioSENTRIX security experts conducted manual-first testing of core application components. We evaluated everything including authentication and session management b,usiness logic and access controls using a mix of OWASP ASVS, OWASP Top 10, and custom test cases built for multi-tenant SaaS.
We looked for the kinds of flaws that automated tools miss, like privilege escalation paths, insecure tenant boundaries, and subtle logic flaws.
Given the client’s AWS-hosted environment, our cloud security team performed a detailed review of IAM policies, security group rules, data storage permissions, and monitoring gaps. We tested not only for misconfigurations but also for potential lateral movement or privilege abuse that could lead to real breaches.
Read more on: 5 Easy Steps To Perform A Cloud Security Assessment
Security doesn’t end with testing. That’s why we also worked with their DevOps leads to review CI/CD workflows, version control practices, and secrets management. Our team recommended lightweight, scalable controls that supported both compliance and agility.
Testing alone isn’t enough. What happens after vulnerabilities are found is what truly strengthens security. That’s why ioSENTRIX stayed hands-on throughout the remediation phase, working closely with the client’s engineering team to ensure every finding was understood, addressed, and verified.
Our security experts provided:
As fixes were implemented, we conducted targeted retesting to confirm each issue was fully resolved.
No assumptions, no guesswork.
This validation gave the client and their auditors complete peace of mind going into their SOC 2 audit. Everything was tracked and documented through the ioSENTRIX PTaaS dashboard, ensuring full visibility, SLA monitoring, and a clean audit trail for future reference.
By the end of the engagement, the results spoke for themselves: our client achieved SOC 2 compliance with zero critical vulnerabilities identified during the audit window.
That outcome was the result of:
All key components such as applications, APIs, cloud configurations, and authentication flows were tested, hardened, and validated. The client walked into their SOC 2 audit fully prepared, with a clean record and a third-party Letter of Attestation from ioSENTRIX to prove it.
But more importantly, they gained more than a certification. They gained:
What made this engagement a success wasn’t just the tools we used or the reports we delivered. It was the way we worked together. At ioSENTRIX, we don’t just test for vulnerabilities; we align security with your business goals.
Here’s what set us apart:
We didn’t follow a generic checklist. We mapped out how real attackers might approach this specific platform based on its cloud architecture, APIs, user roles, and healthcare data flows. This ensured our testing uncovered risks that compliance frameworks often miss.
Our approach goes beyond basic scans. We simulate real-world attacker behavior like privilege escalation, lateral movement, and logic abuse to see how vulnerabilities could actually be exploited.
We delivered clear, prioritized guidance that development teams could act on quickly. Every recommendation was tied to a real-world impact and tailored to the client’s stack.
For fast-moving SaaS and PaaS companies in regulated industries like healthcare, security can’t be an afterthought. This HealthTech client proved that with the right security partner, it’s possible to achieve SOC 2 without compromise and with zero criticals.
We help organizations go beyond check-the-box audits. We become part of your security team to guide your platform toward maturity with real-world testing, cloud expertise, and a collaborative approach that makes security scalable and sustainable.
Contact us today to schedule a consultation or request a sample SOC 2 pentest report.
SOC 2 compliance is a security standard focused on Trust Services Criteria like security, availability, and confidentiality. Achieving SOC 2 shows to your customers, regulators, and enterprise partners that your organization has effective, independently verified controls in place, drastically strengthening trust and competitive positioning.
We tailored our approach to fit the client’s unique architecture and real-world risks. Our team led with thoughtful threat modeling, followed by hands-on, manual testing across their apps, APIs, and cloud setup, pinpointing logic flaws, IAM gaps, and misconfigurations.
We started with deep application and API penetration testing using OWASP ASVS and custom test cases designed specifically for SaaS. Then, we took a close look at their cloud posture, reviewing IAM settings, S3 buckets, EC2 configurations, VPCs, and monitoring controls to spot any missteps.
Our team provides clear explanations and fix recommendations that your engineers can act on right away. We offer ticket-ready steps that integrate smoothly with your DevOps tools, and we move quickly to retest and confirm everything’s resolved before the audit.
Achieving zero critical findings means the client enters their SOC 2 audit with no high-severity issues left unresolved. It smoothes the audit process, shows clear commitment to proactive security, and builds trust with enterprise customers and investors. More than just passing a test, it proves their security posture can scale confidently with the business.