SOC 2 Templates and Policy Pack

SOC 2 is an attestation report, issued by a licensed CPA firm, that shows customers how a service organization protects their data against the AICPA Trust Services Criteria for security, availability, confidentiality, processing integrity and privacy.

These editable Word and Excel templates are for founders, CTOs, first security hires and operations leads at SaaS companies preparing for a first Type 1 or Type 2 report. Start with the free SOC 2 readiness checklist to see how close you are. Then use the Readiness Assessment & Control Matrix to find gaps, the Starter Bundle for policies, controls, risk and vendor management, or the complete SOC 2 Compliance Toolkit.

New to SOC 2? Read our SOC 2 guide.

Not ready to buy? Start with the free SOC 2 readiness checklist

30 questions that show how close you are to a SOC 2 audit, before you spend money on auditors or platforms.

Get the free checklistRead the SOC 2 guide