• SOC 2 Compliance Toolkit cover: 52 templates for SOC 2 readiness and operation
  • What's inside the SOC 2 toolkit: nine numbered folders of Word, Excel, PowerPoint and PDF files
  • First page of the SOC 2 incident response plan template
  • 12-month SOC 2 compliance calendar in Excel
  • Slide from the SOC 2 security awareness training deck
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SOC 2 Compliance Toolkit (52 Templates)

SOC 2 Compliance Toolkit (52 Templates)

$249.00 USD
$286.00 USD $249.00 USD
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Instant download. Editable files. One-organization licence. 5-day fit guarantee.

Not ready to buy? Get the free SOC 2 readiness checklist

5-day fit guarantee. If it does not fit your SOC 2 program, ask for a refund within 5 days. Conditions.

Everything for SOC 2 readiness and for running your controls afterward: 53 files, including 52 editable templates in nine folders. The four individual SOC 2 products cost $286 separately; the toolkit is $249, a saving of $37, and adds five folders of operating templates sold only here.

What you get

  1. SOC 2 Policy Templates Pack (folder 01): 20 policies, criteria map and acknowledgement tracker.
  2. Readiness Assessment & Control Matrix (folder 02): 61 criteria, 148 controls, dashboard and 111-item evidence list.
  3. Risk Assessment & Vendor Management Kit (folder 03): procedures, 47-risk register, vendor tiering and 62-question questionnaire.
  4. Audit Prep & System Description Kit (folder 04): system description, assertion outline and 12-week readiness plan.
  5. Incident Response (Word and Excel, folder 05): response plan, six playbooks (phishing, ransomware, lost or stolen laptop, data leak, account takeover, vendor breach), incident log with corrective actions, and a tabletop kit with three scenarios.
  6. Business Continuity (folder 06): BC/DR plan, business impact analysis with RTO/RPO gap flags, and DR test report.
  7. Access and Change (folder 07): change log with self-approval and emergency checks, joiner, mover and leaver checklists, and a quarterly access review with HR cross-check and sign-off.
  8. Governance and Training (folder 08): org chart and security roles, Security Committee charter and minutes, a 21-slide awareness deck with speaker notes and a 10-question quiz.
  9. Compliance Calendar (Excel, folder 09): 120 recurring activities by month plus 35 event-driven controls.
  10. Start Here guide (PDF, 7 pages): file map, 90-day path and which file answers which criterion.

Your first 90 days

  1. Days 1 to 30: scope, first pass of the control matrix, org chart and committee charter, adapt policies, risk workshop including fraud, enforce MFA and device management.
  2. Days 31 to 60: approve and communicate policies, training, vendor reviews, first quarterly access review, logging and alerting, incident plan and a tabletop.
  3. Days 61 to 90: BIA and DR test, committee meeting, choose your auditor, draft the system description, collect evidence and run the go/no-go check.

Who it is for

SaaS companies of roughly 10 to 200 people preparing for a first Type 1 and moving on to Type 2, and teams on a compliance platform who want complete, company-specific documents and operating templates.

Good to know

  • Instant download. Editable Word (.docx), Excel (.xlsx) and PowerPoint (.pptx), plus PDF. Works in Excel 2016 or later, Microsoft 365 and LibreOffice; no macros.
  • Licensed for use within one organization.
  • Criteria are referenced by number and summarized in our own words; the AICPA criteria are free to download from the AICPA.
  • SOC 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.
  • 5-day fit guarantee: if it does not fit your system, contact us within 5 days of purchase.
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What every download includes

Instant downloadLink on the confirmation page and by email within minutes.
Fully editableWord (.docx), Excel (.xlsx), PowerPoint (.pptx) and PDF. No macros. Works in Microsoft 365 and Google Workspace.
5-day fit guaranteeIf the files do not fit your SOC 2 program, ask for a refund within 5 days. Conditions apply.
Free updatesRevised files for the current version of the Trust Services Criteria are sent to you at no charge. One-organization licence.

Templates refer to Trust Services Criteria numbers (for example CC6.1) and describe them in our own words; they do not reproduce AICPA text. A SOC 2 report is issued by a licensed CPA firm. Templates help you prepare; they do not guarantee a clean report.

Questions about SOC 2 Compliance Toolkit (52 Templates)

What is in the toolkit that is not sold separately?

Folders 05 to 09: the incident response plan, six playbooks, incident log and tabletop kit; the BC/DR plan, business impact analysis and DR test report; change log, onboarding and offboarding checklists and access review; org chart, committee charter and minutes, awareness deck and quiz; and the compliance calendar.

Is 90 days to Type 1 readiness realistic?

It is a realistic target for a focused team starting with reasonable technical foundations, such as a modern cloud stack and some existing security practice. Larger gaps, fewer people or several optional categories take longer. The free SOC 2 readiness checklist gives a quick sense of where you start.

How does the toolkit help during a Type 2 period?

Auditors sample evidence from the whole period, so controls must run on schedule. The compliance calendar lists 120 recurring activities by month and 35 event-driven controls, and the operating templates produce the records auditors ask for: access reviews, change logs, incident records, committee minutes and training completion.

Do we need to use every template?

No. Using everything at once is a common mistake. Follow the 90-day path, which introduces files in a sensible order, and drop or mark N/A what does not fit your company. Auditors test what you claim, so a smaller set of controls you really run beats a larger set you do not.

How will I receive the files?

A download button appears on the order confirmation page and the same link is emailed to you within a few minutes. Bundles arrive as one ZIP file.

Can I get a refund?

Yes. With our 5-day fit guarantee, if the files do not fit your SOC 2 program you can ask for a full refund within 5 days of your order. It applies once per customer and organization, covers the whole product, and requires you to confirm you have deleted the files. We also refund non-delivery, defective files, wrong items and duplicate purchases within 30 days. Read the full refund policy.

Can I see the files before I buy?

Yes. The images above show real pages from the files, and the free SOC 2 readiness checklist lets you check where you stand before you buy.

Can I use the templates with more than one company?

Each purchase is licensed to one organization. Consultants and groups need one licence per client or legal entity. See the licence agreement.

Templates that work with this one

Useful next steps when you prepare for a SOC 2 audit.