A readiness assessment across the Trust Services Criteria (CC1–CC9 + Availability, Confidentiality, Processing Integrity, Privacy), a controls matrix, a system-description guide, Type I vs Type II and audit-prep guidance, policies, and a roadmap to your report. The fastest way to clear enterprise security reviews.
Scope your system and categories, score your readiness, track every criterion to evidence, and work the roadmap to Type I or Type II. Instant download — no subscription.
For teams beginning their SOC 2 journey and needing a structured read.
For teams actively driving toward their SOC 2 report.
For the full readiness-to-report program, end to end.
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The free SOC 2 readiness assessment scores you across eight domains and shows your gaps and likely audit exceptions. The toolkit is how you close them — and the controls tracker turns it into your evidence trail across the Trust Services Criteria.
No. Only a licensed CPA firm can issue a SOC 2 report. This toolkit gets you audit-ready — the readiness assessment, controls matrix, system description, and evidence — so the examination goes faster and cheaper.
Type I tests control design at a point in time; Type II tests operating effectiveness over a period (usually 3–12 months) and is what most enterprise buyers actually require. The toolkit includes a guide to choose and prepare for both.
Security (the Common Criteria) is mandatory. Add Availability, Confidentiality, Processing Integrity, or Privacy only where you make those commitments — each one you add expands the audit.
A Type I can come together quickly once controls are designed. A Type II needs an observation window (typically 3–12 months) during which controls must operate — so fix recurring controls before the clock starts.
SOC 2 is a US attestation report; ISO 27001 is an international certification of an ISMS. Many companies need both, and the controls overlap. Pair this with our ISO 27001 toolkit if you need both.
Yes. Our team can run the readiness review, remediate gaps, and manage the audit with your CPA firm. Start with the free assessment or book a consultation.
If you'd rather we scope the system, remediate the gaps, and manage the audit with your CPA firm, that's what our vCISO engagements are for. Tell us where you are and we'll recommend the right scope.