• SOC 2 Policy Templates Pack cover: 20 editable Word policies
  • What's inside: 20 SOC 2 policies in Word, policy-to-criteria map, acknowledgement tracker and Start Here guide
  • First page of the SOC 2 Information Security Policy template
  • SOC 2 Access Control Policy template page with policy statements
  • Policy-to-criteria map showing CC6 coverage
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SOC 2 Policy Templates Pack (20 Editable Policies)

SOC 2 Policy Templates Pack (20 Editable Policies)

$129.00 USD
$129.00 USD
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Instant download. Editable files. One-organization licence. 5-day fit guarantee.

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This is one of the 3 kits in the SOC 2 Starter Bundle: 20 policy templates, the readiness assessment and control matrix, and the risk assessment and vendor management kit. Get all 3 for $199 instead of $237 bought separately.

See the SOC 2 Starter Bundle (Policies, Control Matrix, Risk & Vendor)

Want everything for the audit? The SOC 2 Compliance Toolkit has all 52 templates for $249.

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.

Twenty editable SOC 2 security policies that read like your company, not a generic template. Each one is mapped to the Trust Services Criteria and ends with the evidence auditors usually request.

What you get

  1. 20 policies (Word, 105 pages in total): Information Security, Access Control, Acceptable Use, Asset Management, Change Management, Secure Software Development, Data Classification and Handling, Data Retention and Disposal, Encryption and Key Management, Incident Response, Business Continuity and Disaster Recovery, Backup, Vendor and Third-Party Management, Risk Management, Human Resources Security, Security Awareness and Training, Logging and Monitoring, Vulnerability and Patch Management, Network and Cloud Security, and Code of Conduct.
  2. Consistent structure in every policy: purpose, scope, roles, numbered policy statements, standards and minimums, exceptions, enforcement, review, related criteria and an evidence table, with blue Guidance notes and [square-bracket] placeholders.
  3. Policy-to-Criteria Map (Excel): all 20 policies mapped to all 61 criteria, with an automatic coverage check.
  4. Acknowledgement and Review Tracker (Excel): policy approval and review register, staff acknowledgement tracker, review log and dashboard.
  5. Start Here guide (PDF, 4 pages): the order of work, default owners and common mistakes.

Also included in the SOC 2 Starter Bundle and the SOC 2 Compliance Toolkit.

How to use it

  1. Read policy 01 end to end; it sets the governance model the others rely on.
  2. Find and replace your organization name, product name, cloud and identity providers and role titles across all 20.
  3. Work through each policy with its owner, changing every bracketed number to one you will reliably meet.
  4. Check the coverage map, approve the policies and record dates in the tracker.
  5. Publish, run an acknowledgement campaign and collect evidence from day one.

Who it is for

Founders, CTOs, first security hires and operations leads at SaaS companies of roughly 10 to 200 people preparing for a first SOC 2 report, including teams on a compliance automation platform who want policies that match how they really work.

Good to know

  • Instant download. Editable Word (.docx) and Excel (.xlsx), plus a PDF guide. 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) 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 Policy Templates Pack (20 Editable Policies)

Which policies does SOC 2 require?

The Trust Services Criteria do not publish a mandatory policy list, but auditors expect written, approved policies behind your controls. These 20 cover what a typical SaaS company is tested on for Security, with support for Availability, Confidentiality, Processing Integrity and Privacy. The Policy-to-Criteria Map shows which policy supports each criterion.

How much editing do the policies need?

Plan 20 to 40 minutes per policy with its owner, after a global find-and-replace of names and tools. The most important edit is changing every bracketed number, such as review frequencies and patching timelines, to a value you already meet. Auditors test what you wrote, so promises you cannot keep become exceptions.

Will these policies work with a compliance automation platform?

Yes. Many teams upload their own policies to a platform because the built-in ones read generically. Each file is a normal Word document, and the criteria references and evidence tables help you link policies to the platform's controls. Keep the tracker or use the platform's acknowledgement feature, whichever you prefer.

Do policies alone get us a SOC 2 report?

No. Policies set the rules; controls put them into practice; evidence proves the controls happened. An auditor reads the policies first, then tests whether what they say actually happens. You also need a control matrix, a risk assessment, vendor reviews and evidence, which the SOC 2 Starter Bundle adds.

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.