Free Resource

SOC2 Readiness Checklist

Find what is missing before the auditor does — free, no strings attached.

What's inside this checklist

Getting SOC 2 ready is harder than most organizations expect — not because the controls are complicated, but because nobody tells you exactly what the auditor is going to look for. This checklist does. It covers all nine Security criteria in full depth, with specific evidence requirements for each item, plus guidance on when the four optional criteria are relevant to your organization.

  • All nine Security criteria — CC1 through CC9 — covered in full depth
  • 54 individual control requirements with evidence guidance
  • Six-level status tracking with dropdown menus
  • Separate tabs for each criteria area — no overwhelming single list
  • Optional criteria guidance — Availability, Processing Integrity, Confidentiality, Privacy
  • Live scoring summary that tracks your readiness automatically
  • Monthly review log to document ongoing program operation
  • Delivered as an Excel workbook. Designed to be used as a working document throughout your readiness journey — not a one-time checklist you fill in and forget.

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