SOC 2 Documentation Toolkit

$499.00 Was: ~~$599.00~~

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Achieve alignment with SOC 2 Trust Services Criteria with our comprehensive, ready-to-use documentation toolkit. Designed for service organizations, technology providers, and compliance-led teams building or maturing a SOC 2 program. This toolkit provides the policies, procedures, templates, registers, and control matrices needed for a consistent, examination-ready documentation set mapped to the AICPA criteria.

DeliveryInstant digital download

FormatDOCX / XLSX / PDF

IncludesTemplates, procedures, manuals, forms

Suitable forEmergency response teams, public safety organizations, crisis management teams

Secure CheckoutSafe & encrypted payment

Lifetime SupportHelp from our team anytime

What's included in our SOC 2 toolkit?

SOC 2 Trust Services Criteria Documentation Toolkit

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Ready-to-use Word and Excel documents — policies, procedures, registers, and matrices aligned with the AICPA Trust Services Criteria and Common Criteria (CC1–CC9).
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40+ template documents — including a SOC 2 control matrix, evidence collection tracker, readiness assessment checklist, risk and access registers, and audit-ready policies and procedures.
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End-to-end coverage — control environment and communications, risk assessment and monitoring, access and encryption, operations and change management, resilience and incident response, plus privacy and trust service (availability, confidentiality, processing integrity) documentation.
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Examination-oriented structure — organized to support SOC 2 Type 1 and Type 2 readiness, evidence collection, and management review.
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Toolkit usage guide and SOC 2 program manual included.

Documents

Select toolkit content to view documents

Description

Description

Product Description

Product Type: Digital
File Type: MS Word & MS Excel
Number of Documents: 41

UCS Toolkit Store offers a comprehensive SOC 2 Trust Services Criteria Documentation Toolkit, designed to help organisations design, document, and evidence a control environment aligned with AICPA Trust Services Criteria and Common Criteria (CC1–CC9). Our documentation package is structured for rapid implementation and requires minimal customisation, giving you a professional, examination-ready policy and register set from day one. We also provide continuous online support to assist organisations preparing for SOC 2 Type 1 or Type 2 engagements.

List of Documents and Records

No.	Clause	Clause Title	Document / Record Title	Type	Format
1	Manual	Manual & Usage Guide	SOC 2 Program Manual	Manual	Word
2	Manual	Manual & Usage Guide	Master List of Documents	Register	Excel
3	Manual	Manual & Usage Guide	Toolkit Usage Instructions	Document	Word
4	CC1–2	Control Environment & Communication	Security Governance Policy	Policy	Word
5	CC1–2	Control Environment & Communication	Vendor Management Policy	Policy	Word
6	CC1–2	Control Environment & Communication	Communication & Training Plan	Plan	Excel
7	CC1–2	Control Environment & Communication	Roles & Responsibilities Matrix	Matrix	Excel
8	CC3–4	Risk Assessment & Monitoring	Risk Assessment Procedure	Procedure	Word
9	CC3–4	Risk Assessment & Monitoring	Risk Register	Register	Excel
10	CC3–4	Risk Assessment & Monitoring	Control Activities Matrix	Matrix	Excel
11	CC3–4	Risk Assessment & Monitoring	Security Monitoring Procedure	Procedure	Word
12	CC5–6	Logical & Physical Access	Access Control Policy	Policy	Word
13	CC5–6	Logical & Physical Access	Encryption Key Management	Document	Word
14	CC5–6	Logical & Physical Access	PAM (Privileged Access Management) Policy	Policy	Word
15	CC5–6	Logical & Physical Access	User Access Review Register	Register	Excel
16	CC7–8	System Operations & Change Management	Change Management Procedure	Procedure	Word
17	CC7–8	System Operations & Change Management	Change Request Log	Register	Excel
18	CC7–8	System Operations & Change Management	Patch Management Register	Register	Excel
19	CC7–8	System Operations & Change Management	Security Operations Procedure	Procedure	Word
20	CC7–8	System Operations & Change Management	Vulnerability Management Policy	Policy	Word
21	CC9	Risk Mitigation & Resilience	BCP / DR Plan	Plan	Word
22	CC9	Risk Mitigation & Resilience	BCP / DR Testing Register	Register	Excel
23	CC9	Risk Mitigation & Resilience	Incident Response Plan	Plan	Word
24	CC9	Risk Mitigation & Resilience	Incident Log	Register	Excel
25	CC9	Risk Mitigation & Resilience	Third Party Risk Register	Register	Excel
26	TSC	Availability, Confidentiality & Processing Integrity	Availability SLA Policy	Policy	Word
27	TSC	Availability, Confidentiality & Processing Integrity	Confidentiality & Data Classification	Document	Word
28	TSC	Availability, Confidentiality & Processing Integrity	Data Inventory Register	Register	Excel
29	TSC	Availability, Confidentiality & Processing Integrity	Processing Integrity Procedure	Procedure	Word
30	TSC	Availability, Confidentiality & Processing Integrity	System Availability Register	Register	Excel
31	Privacy	Privacy	Privacy Policy	Policy	Word
32	Privacy	Privacy	Privacy Notice Template	Template	Word
33	Privacy	Privacy	Data Subject Request Register	Register	Excel
34	Program	Audit Readiness & Assurance	SOC 2 Control Matrix	Matrix	Excel
35	Program	Audit Readiness & Assurance	Evidence Collection Tracker	Register	Excel
36	Program	Audit Readiness & Assurance	Readiness Assessment Checklist	Checklist	Excel
37	Program	Audit Readiness & Assurance	Audit Log Policy	Policy	Word
38	Program	Audit Readiness & Assurance	Audit Log Register	Register	Excel
39	Program	Audit Readiness & Assurance	Corrective Action Register	Register	Excel
40	Program	Audit Readiness & Assurance	Continual Improvement Register	Register	Excel
41	Program	Audit Readiness & Assurance	Management Review Template	Template	Word

In what format are the documents provided, and how are they delivered?

The documents are provided in digital formats, including Word and Excel files. They are available for download immediately after completing the payment process.

What support is available upon purchasing the toolkit?

Purchasers receive lifetime unlimited email support from expert consultants to assist with any queries or guidance needed during implementation.

Can the toolkit help us pass a certification audit?

Absolutely. The toolkit provides all the necessary documentation and guidance to prepare for certification audits, reducing the likelihood of non-conformities.

Can I edit the templates and documents?

Absolutely. All documents are editable and can be tailored to align with your organization's specific processes and requirements.

Are these documents up-to-date with current standards?

Yes. We keep a close eye on changes to international standards and update our toolkits as needed, ensuring you always have the latest, most accurate documentation recognized by accrediting bodies.

Are the documents compatible with standard software applications?

Yes, all documentation toolkits are created using Microsoft Office applications, ensuring compatibility and ease of editing with the latest versions of Microsoft Word and Excel.

Custom Product Request

We can create any ISO documentation toolkit or training material as per your request from our expert team. Contact us and share your inquiry details. Our team will get in touch with you within 24 hours.

SOC 2 Documentation Toolkit

What's included in our SOC 2 toolkit?

Documents

Product Description

List of Documents and Records

Custom Product Request

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SOC 2 Documentation Toolkit