SaaS Security Checklist | Certifyi
Compliance checklist

SaaS Security Checklist

The apps that run your business also expand your attack surface. Here's how to keep your SaaS stack secure.

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  1. Inventory your SaaS stack

    Know every app that touches company or customer data, including shadow IT.

  2. Enforce SSO and MFA

    Centralize authentication so access is consistent and revocable across tools.

  3. Apply least-privilege access

    Grant only the access each role needs, and review it on a schedule.

  4. Configure secure defaults

    Turn on encryption, audit logs, and session controls in every app that offers them.

  5. Manage third-party risk

    Review the security posture of each SaaS vendor before and during use.

  6. Monitor for misconfiguration

    Continuously check for public shares, weak settings, and configuration drift.

  7. Control data flows

    Know where customer data lives and how it moves between connected apps.

  8. Automate offboarding

    Revoke access the moment someone leaves, across every tool at once.

  9. Log and alert

    Centralize logs and alert on anomalous or privileged access.

  10. Review continuously

    SaaS changes fast. Make security review a recurring process, not a one-off.

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What auditors actually ask for

  • Can you list every SaaS app with access to customer data?
  • Is SSO enforced, or do local passwords still exist?
  • When did you last review access, and can you show the record?
  • How quickly is access revoked at offboarding, and can you prove it?
  • Are admin actions logged and reviewed?

Where teams most often trip up

  • Shadow IT: apps procured on a card that never reach the inventory
  • SSO enabled but local login left active as a fallback
  • Access reviews performed but never documented
  • Offboarding that revokes email but leaves SaaS access live
  • OAuth tokens and integrations that outlive the person who created them

Realistic timeline

Initial inventory and lockdown typically 2-4 weeks; the review cadence is then ongoing.

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