MSP Policy KitIT POLICY TEMPLATES
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COMPLIANCE · READINESS KIT

SOC 2 Readiness Kit

The Mapping, Evidence & Timeline System for Type I and Type II

PDFWXPDF + Editable DOCX + 5 XLSX workbooks included5 DOCUMENTS + 5 WORKBOOKS

SOC 2 is not a writing problem — it is an evidence problem. This kit maps every criterion to the control, the policy, and the dated evidence that proves it, then runs your collection calendar across the observation period. Mapped to the AICPA 2017 Trust Services Criteria (CC1–CC9 plus Availability, Confidentiality, Processing Integrity, and Privacy), paraphrased and ready to work.

One-time purchase$149
Secure Gumroad checkout will be available when this product launches.

Digital download only. No physical product is shipped.

WHAT TO EXPECT

A better starting point for your documentation.

Start with the roadmap and scoping guide, score your gaps, and let the evidence tracker run your observation period. Adapt the Word documents to how your organization actually operates — auditors test reality, not paperwork — and keep the PDFs as clean reference copies.

Included formats

PDF
Print-ready PDFConsistent layout, easy to distribute
DOCX
Editable Microsoft Word documentsThe readiness guide plus Change Management, Data Classification, Risk Assessment, and Business Continuity policies
XLSX
Five working Excel workbooksControl matrix, evidence tracker, gap assessment, POA&M, and risk register

Designed to help with

  • ✓All 63 Trust Services Criteria mapped to controls, policies, and evidence
  • ✓44-artifact evidence tracker with owners, cadence, and a collection calendar
  • ✓Gap scoring, a POA&M remediation plan, and a Section III system description template with worked MSP examples

Made for real-world use

Straight talk: this kit organizes the readiness work — it is not an audit, and no template can make an organization SOC 2 compliant or certified. SOC 2 reports are issued only by licensed CPA firms, and only your auditor can judge your controls. Have your control set reviewed by your CPA firm before your observation period begins.

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