{"product_id":"soc-2-audit-prep-system-description-kit","title":"SOC 2 Audit Prep \u0026 System Description Kit","description":"\u003cp\u003e\u003cstrong\u003eThe system description, management assertion and 12-week plan that take you from SOC 2 readiness to fieldwork.\u003c\/strong\u003e The system description is often the longest single piece of writing in SOC 2 preparation; this kit gives you the structure and worked examples.\u003c\/p\u003e\u003ch2\u003eWhat you get\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eSystem Description Template\u003c\/strong\u003e (Word, 7 pages): management's description organized by the topics of the AICPA description criteria (DC 200), in 11 sections from services and commitments to subservice organizations, CUECs, incidents and changes, with shaded fictional examples and a completion checklist.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eManagement Assertion Template\u003c\/strong\u003e (Word, 3 pages): the structure of the assertion, an outline and a pre-signing checklist. Your auditor provides the final wording.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAudit Readiness Plan\u003c\/strong\u003e (Excel): a 37-task 12-week plan, Type 2 period planner, 12-month evidence calendar for 113 recurring controls, an auditor scorecard with 10 weighted criteria plus a licensed-CPA-firm gate, and a 25-item go\/no-go checklist.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here guide\u003c\/strong\u003e (PDF): how the pieces fit, steps and common mistakes.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cp\u003eAlso included in the \u003ca href=\"\/products\/soc-2-compliance-toolkit\"\u003eSOC 2 Compliance Toolkit\u003c\/a\u003e.\u003c\/p\u003e\u003ch2\u003eHow to use it\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003eEnter your start date in the 12-week plan and assign owners.\u003c\/li\u003e\n\u003cli\u003eScore two to four CPA firms and aim to sign an engagement letter by around week 9.\u003c\/li\u003e\n\u003cli\u003eDraft the system description, starting with services, system components and subservice organizations, which take longest.\u003c\/li\u003e\n\u003cli\u003ePut the evidence calendar into your team calendars.\u003c\/li\u003e\n\u003cli\u003eRun the go\/no-go checklist before confirming a Type 1 date or starting a Type 2 period, then prepare the assertion with your auditor's wording.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch2\u003eWho it is for\u003c\/h2\u003e\u003cp\u003eTeams nearly ready for their first SOC 2 audit, or who have picked a Type 1 date and need to organize the last mile: the description, the auditor, the timeline and the evidence.\u003c\/p\u003e\u003ch2\u003eGood to know\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eInstant download. Editable Word (.docx) and Excel (.xlsx), plus a PDF guide. Works in Excel 2016 or later, Microsoft 365 and LibreOffice; no macros.\u003c\/li\u003e\n\u003cli\u003eLicensed for use within one organization.\u003c\/li\u003e\n\u003cli\u003eCriteria are referenced by number and summarized in our own words; the AICPA criteria are free to download from the AICPA.\u003c\/li\u003e\n\u003cli\u003eSOC 2 is an attestation report by a licensed CPA firm, not a certification. These templates help you prepare; they do not guarantee an unqualified SOC 2 opinion.\u003c\/li\u003e\n\u003cli\u003e5-day fit guarantee: if it does not fit your system, contact us within 5 days of purchase.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"ISO Cloud Consulting","offers":[{"title":"Default Title","offer_id":67603741933762,"sku":"ICC-SOC2-AUDIT-PREP","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0709\/8361\/4658\/files\/soc-2-audit-prep-system-description-kit.png?v=1790686175","url":"https:\/\/isocloudconsulting.com\/products\/soc-2-audit-prep-system-description-kit","provider":"ISO Cloud Consulting","version":"1.0","type":"link"}