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Implementation Resources for SOC 2

Implementation kits, packs, and documents aligned with SOC 2. Compare editions and choose resources for your organization.

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• Acceptable Use Policy for SOC 2
• Access Control Policy for SOC 2
• Access Request Form for SOC 2
• Access Review Record for SOC 2
• AI Control Matrix Additions for SOC 2 + AI
• AI in SOC 2 Awareness Deck for SOC 2 + AI
• AI Input, Processing and Output Integrity Procedure for SOC 2 + AI
• AI Model and Training Data Change Procedure for SOC 2 + AI
• AI Model Change Record for SOC 2 + AI
• AI Monitoring and Anomaly Procedure for SOC 2 + AI
• AI Output Validation Log for SOC 2 + AI
• AI Pre-Audit Checklist for SOC 2 + AI
• AI Provider and Subservice Organization Procedure for SOC 2 + AI
• AI Provider Review for SOC 2 + AI
• AI Registers Workbook for SOC 2 + AI
• AI Relevance and System Description Procedure for SOC 2 + AI
• AI Relevance Assessment for SOC 2 + AI
• AI Risk Assessment Procedure for SOC 2 + AI
• AI Security Testing Procedure for SOC 2 + AI
• AI System Description Addendum for SOC 2 + AI
• AI Transparency and Human Validation Procedure for SOC 2 + AI
• AI Use and Governance Policy (SOC 2) for SOC 2 + AI
• Asset Management Policy for SOC 2
• Audit Preparation and Evidence Management Procedure for SOC 2
• Auditor Interview Preparation Sheet for SOC 2
• Auditor Interview Preparation Sheet for SOC 2 + AI
• Awareness Quiz for SOC 2 + AI
• Background Check Confirmation for SOC 2
• Backup, Business Continuity and DR Testing Procedure for SOC 2
• Business Continuity and Disaster Recovery Policy for SOC 2
• Capacity Management Procedure for SOC 2
• Change Management Policy for SOC 2
• Change Management Procedure for SOC 2
• Change Request Form for SOC 2
• Code of Conduct for SOC 2
• Confidential Information Handling and Disposal Procedure for SOC 2
• Control Matrix and Registers Workbook for SOC 2
• Control Matrix Guide for SOC 2
• Control Monitoring and Internal Audit Procedure for SOC 2
• CPA Firm Selection Guide and RFP for SOC 2
• CUEC and Subservice Organization Template for SOC 2
• Data Classification and Retention Policy for SOC 2
• Deficiency and Corrective Action Record for SOC 2
• DR Test Report for SOC 2
• Encryption and Key Management Policy for SOC 2
• Evidence Matrix and Type 2 Evidence Calendar for SOC 2
• External Communication Procedure for SOC 2
• Forms and Templates Pack for SOC 2
• Forms and Templates Pack for SOC 2 + AI
• Governance and Oversight Procedure for SOC 2
• Guided Setup Questionnaire (incl. startup fast path) for SOC 2
• Guided Setup Questionnaire for SOC 2 + AI
• Incident Report for SOC 2
• Incident Response Policy for SOC 2
• Incident Response Procedure for SOC 2
• Industry Annex: AI Agent Platforms for SOC 2 + AI
• Industry Annex: AI SaaS and AIaaS Providers for SOC 2 + AI
• Industry Annex: Customer Support Outsourcing with AI for SOC 2 + AI
• Industry Annex: Data and Analytics Providers for SOC 2
• Industry Annex: Fintech and Payments for SOC 2
• Industry Annex: Fintech Using AI for SOC 2 + AI
• Industry Annex: Healthtech for SOC 2
• Industry Annex: Healthtech Using AI for SOC 2 + AI
• Industry Annex: Managed Services and IT Providers for SOC 2
• Industry Annex: SaaS and Cloud Services for SOC 2
• Industry Annexes Pack for SOC 2
• Industry Annexes Pack for SOC 2 + AI
• Information Security Policy for SOC 2
• Information Security Program Manual for SOC 2
• Logging and Monitoring Procedure for SOC 2
• Management Assertion Example for SOC 2
• Management Briefing Deck for SOC 2
• Management Briefing Deck for SOC 2 + AI
• Management Review Minutes for SOC 2
• Personal Information in AI Systems Procedure for SOC 2 + AI
• Personnel Security and Training Procedure for SOC 2
• Physical Access Procedure for SOC 2
• Policies Pack for SOC 2
• Policies Pack for SOC 2 + AI
• Policy Acknowledgment Form for SOC 2
• Pre-Audit Readiness Checklist for SOC 2
• Privacy Operations Procedure for SOC 2
• Privacy Policy (Internal) for SOC 2
• Privacy Request and Complaint Record for SOC 2
• Procedures Pack for SOC 2
• Procedures Pack for SOC 2 + AI
• Processing Integrity Procedure for SOC 2
• Readiness Assessment Workbook (61 criteria) for SOC 2
• Readiness Kit for SOC 2 — Complete
• Readiness Kit for SOC 2 — Consultant
• Readiness Kit for SOC 2 — Essentials
• Requirements and Evidence Matrix Workbook for SOC 2 + AI
• Risk Acceptance and Exception Form for SOC 2
• Risk Assessment Procedure for SOC 2
• Risk Management Policy for SOC 2
• Role Training: AI System Owners for SOC 2 + AI
• Role Training: Control Owners for SOC 2
• Role Training: Engineers for SOC 2
• Role Training: Internal Reviewers for SOC 2
• Role Training: Internal Reviewers for SOC 2 + AI
• Role Training: ML Engineers for SOC 2 + AI
• Role Training: Top Management for SOC 2
• Role Training: Top Management for SOC 2 + AI
• Scoping and Readiness Procedure for SOC 2
• Secure Development Policy for SOC 2
• Security Awareness Deck for SOC 2
• Security Awareness Quiz for SOC 2
• Security Awareness Training Record for SOC 2
• Security Roles RACI for SOC 2
• SOC 2 + AI Add-On — Complete
• SOC 2 + AI Add-On — Consultant
• SOC 2 + AI Add-On — Essentials
• SOC 2 + AI Bundle — Complete
• SOC 2 + AI Practitioner Guide for SOC 2 + AI
• SOC 2 AI Crosswalk (ISO/IEC 42001, NIST AI RMF, EU AI Act) for SOC 2 + AI
• SOC 2 AI Readiness Workbook for SOC 2 + AI
• SOC 2 and ISO/IEC 27001 Crosswalk for SOC 2
• SOC 2 Practitioner Guide for SOC 2
• System Description Checklist (DC1-DC9) for SOC 2
• System Description Template (DC 200) for SOC 2
• Training Completion Certificate for SOC 2
• Training Completion Certificate for SOC 2 + AI
• Training Pack for SOC 2
• Training Pack for SOC 2 + AI
• Unsanctioned AI Tools Procedure for SOC 2 + AI
• User Access Management Procedure for SOC 2
• Vendor Management Policy for SOC 2
• Vendor Risk Management Procedure for SOC 2
• Vendor Security and Privacy Clauses for SOC 2
• Vendor Security Assessment for SOC 2
• Vulnerability, Patch and Malware Management Procedure for SOC 2
• Workbooks and Checklists Pack for SOC 2
• Workbooks and Checklists Pack for SOC 2 + AI