COMPLIANCE SERVICES

PCI Self-Assessment Questionnaire (SAQ) Advisory

MegaplanIT’s PCI DSS SAQ Advisory service helps organizations of all sizes manage their compliance efficiently through a combination of expert consulting and an intuitive online self-service platform. We combine hands-on consulting with a streamlined, digital experience. Our goal is to make PCI DSS compliance simple, transparent, and cost-effective. Through automation and expert oversight, we help organizations:

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MegaplanIT’s PCI SAQ Advisory and Self-Service Portal

Our fully branded SAQ portal is designed for ISOs, banks, merchants, and service providers that need to complete Self-Assessment Questionnaires (SAQs) and conduct required security scans to achieve PCI DSS compliance. Here’s how our SAQ portal makes the process faster, simpler, and easier to manage:

Work directly with experienced PCI professionals who provide expert advisory through the SAQ process to ensure complete and accurate compliance.

A structured, step-by-step process that guides you from preparation to final reporting, ensuring clarity, efficiency, and confidence throughout your PCI SAQ.

Complete SAQs and required scans in minutes with guided workflows that reduce mistakes and manual rework.

Manage all clients, tasks, reports, and scan results from a single dashboard for clear visibility and easier tracking.

Lower your compliance costs with an automated platform that easily scales as your business and client base grows.

The Easiest Way to Complete SAQs and Manage PCI Compliance

With our automated scanning and reporting platform, you can easily manage your PCI DSS compliance. The PCI Advisors are experts in their field, maintaining the best practices for your security management. The portal includes a range of features designed to simplify every step of PCI compliance:

FEATURES OF THE SAQ PORTAL:

Unlimited monthly scans up to 6 IP addresses
Send custom emails to select merchants
Access the Compliance Center from anywhere
Generate custom reports
Customizable ISO dashboards
Upload thousands of merchants at once
Add, edit, or remove merchants
Attend free quarterly SAQ training

Include merchants from other providers in reports
Automate renewal or non-compliance messages
Schedule and deliver reports automatically
Merchant dashboards; edit their view as needed
Guide merchants through PCI certification
Quickly add, edit, or remove merchants
On-screen attestation signatures
Access all merchant certifications

TESTIMONIALS

Why Clients Trust MegaplanIT

Organization Security Certification Services

5.0 Apr 24, 2025

MegaplanIT: Your Ideal Partner for Smooth PCI Assessment

“When I joined my organization, there was a lack of insight and expertise into the PCI process, as the previous analyst had left. MegaplanIT was fantastic to work with through this process — they provided their security and compliance expertise to drill down into our scope, align our controls and evidence, get our documentation in order, and felt like a true partner in this process.”

Reviewer Function

IT Security and Risk Management

Company Size

3B - 10B USD

IndustryRetail

Organization Security Certification Services

5.0 Apr 24, 2025

MegaplanIT: Your Ideal Partner for Smooth PCI Assessment

Reviewer Function

IT Security and Risk Management

Company Size

3B - 10B USD

IndustryRetail

Organization Security Certification Services

5.0 Apr 23, 2025

Flexibility and Thoroughness: Highlights of MegaplanIT Engagement

“I have worked with MegaplanIT for over a decade spanning two different companies and covering several engagements including SOC, PCI and NIST audits and reports. They have always been flexible in deal structure, attentive in delivery and overall a joy to work with.”

Reviewer Function

Software Development

Company Size

<50M USD

IndustrySoftware Industry

Organization Security Certification Services

5.0 Apr 23, 2025

Flexibility and Thoroughness: Highlights of MegaplanIT Engagement

Reviewer Function

Software Development

Company Size

<50M USD

IndustrySoftware Industry

Organization Security Certification Services

5.0 Apr 23, 2025

“MegaPlanIT Stands Out As A Quality QSA Partner”

“MegaPlanIT is the PCI QSA service provider for my company. As a PCI-ISA I have worked closely with them over the last two years. I have found the audit team to be very knowledgeable, professional, and fair minded.”

Reviewer Function

IT Security & Risk Management Associate

Company Size

30B + USD

IndustryTransportation

Organization Security Certification Services

5.0 Apr 23, 2025

“MegaPlanIT Stands Out As A Quality QSA Partner”

Reviewer Function

IT Security & Risk Management Associate

Company Size

30B + USD

IndustryTransportation

Organization Security Certification Services

5.0 Apr 23, 2025

MegaPlanIt: The Driving Force Behind Successful Auditing

“MegaPlanIt is a top tier organization. Their skilled auditors are the best. They are extremely accommodating yet hold very firm to the rules by which they evaluate. We love them and are who we are partly because of them. “

Reviewer Function

IT

Company Size

3B - 10B USD

IndustryBanking Industry

Organization Security Certification Services

5.0 Apr 23, 2025

MegaPlanIt: The Driving Force Behind Successful Auditing

Reviewer Function

IT

Company Size

3B - 10B USD

IndustryBanking Industry

MegaplanIT Organization Security Certification Services

5.0 Apr 23, 2025

MegaplanIT’s Impressive Contribution to Maintaining Compliance Postures

“Overall experience with MegaplanIT has been great. Everyone we have worked with has been nothing but professional.”

Reviewer Function

IT

Company Size

<50M USD

IndustryIT Services Industry

MegaplanIT Organization Security Certification Services

5.0 Apr 23, 2025

MegaplanIT’s Impressive Contribution to Maintaining Compliance Postures

“Overall experience with MegaplanIT has been great. Everyone we have worked with has been nothing but professional.”

Reviewer Function

IT

Company Size

<50M USD

IndustryIT Services Industry

MegaplanIT Organization Security Certification Services

5.0 Apr 23, 2025

MegaplanIT: Aiding Growth in Online Payment Platforms with Expertise

“MegaplanIT has been our PCI Audit firm for approximately 8 years. They have a tremendous amount of expertise and experience that they use for our benefit. Their guidance and investment in understanding our environment has been critical in our rapidly growing online payment platform. They show flexibility when possible and when it doesn’t jeopardize our renewal date deadline.”

Reviewer Function

General Management

Company Size

500M - 1B USD

IndustrySoftware Industry

MegaplanIT Organization Security Certification Services

5.0 Apr 23, 2025

MegaplanIT: Aiding Growth in Online Payment Platforms with Expertise

Reviewer Function

General Management

Company Size

500M - 1B USD

IndustrySoftware Industry

The MegaplanIT Difference

At MegaplanIT, we’re committed to supporting every step of your compliance journey, which is why we provide these services at no extra cost:

Year-Round Compliance Support

Expert insights from MegaplanIT consultants to help you navigate system changes that could impact your PCI compliance

Policy and Procedure Development

Guidance on developing accurate and effective policies and procedures to prevent costly compliance errors

Trusted Advisory and Remediation

Proactive support to identify gaps, remediate vulnerabilities, and achieve PCI DSS compliance efficiently and confidently

Compliance Project Management

Management of assessment timeline, milestone tracking throughout the engagement, and resource coordination to facilitate on-time completion

Which PCI SAQ Level Does My Business Need?

The requirements for PCI are categorized from level 1 to 4, the exact level of PCI DSS requirement and governance is determined by certain criteria; in most instances this is the total volume of payment card transactions, but the merchant’s acquiring bank or individual payment card companies can determine the exact level and whether or not a QSA is required.

In most cases, only level 1 merchants require a QSA assessment resulting in a Report on Compliance (ROC) while the remaining three levels of merchants require completion of a Self-Assessment Questionnaire. The Self-Assessment Questionnaire required is identified by PCI as:

Card-not-present merchants (e-commerce or mail/telephone-order) that have fully outsourced all cardholder data functions to PCI DSS validated third-party service providers, with no electronic storage, processing, or transmission of account data on the merchant’s systems or premises. Not applicable to face-to-face channels or service providers.

E-commerce merchants who partially outsource payment processing to PCI DSS validated and compliant third parties, and who have a website(s) that doesn’t directly receive account data but can impact the security of the payment transaction and/or the integrity of the page that accepts the customer’s account data. No electronic storage, processing, or transmission of account data on the merchant’s systems or premises. Applicable only to e-commerce channels and not applicable to service providers.

Merchants using only:

Imprint machines with no electronic account data storage; and/or
Standalone, dial-out terminals with no electronic account data storage. Not applicable to e-commerce channels or service providers.

Merchants using only standalone, PCI-listed-approved PIN Transaction Security (PTS) point-of-interaction (POI) devices with an IP connection to the payment processor, with no electronic account data storage. Not applicable to e-commerce channels or service providers.

Merchants with payment application systems connected to the internet. No electronic account data storage. Not applicable to e-commerce channels or service providers.

Merchants who manually enter payment account data a single transaction at a time via a keyboard into a PCI DSS validated and compliant third-party virtual payment terminal solution, with an isolated computing device and a securely connected web browser. No electronic account data storage. Not applicable to e-commerce channels or service providers.

Merchants using only hardware payment terminals that are included in and managed via a validated, PCI-listed Point-to-Point Encryption (P2PE) solution, with no access to clear-text account data and no electronic account data storage. Not applicable to e-commerce channels or service providers.

Merchants using a commercial off-the-shelf mobile device (for example, a phone or tablet) with a secure card reader included on PCI SSC’s list of validated SPoC Solutions, with no access to clear-text account data and no electronic account data storage. Not applicable to unattended card-present, mail-order/telephone order (MOTO), e-commerce channels, or service providers.

SAQ D for Merchants: All merchants not included in descriptions for the above SAQ types. 

SAQ D for Service Providers: All service providers defined by a payment brand as eligible to complete a SAQ. 

Using MegaplanIT to support in completing your SAQ submission provides added assurance that the submission is accurate and meets the full extent of the PCI DSS requirements.