E-BOOK
Six steps to get your security controls, documentation, and team prepared before your SOC 2 audit begins. No surprises, no last-minute scramble.
Your Clear Path Toward Audit Readiness
Most SOC 2 audit problems aren’t random. They trace back to the same issues: scope that wasn’t fully defined, policies that don’t reflect how work actually gets done, and evidence no one thought to collect until someone asked for it.
This playbook gives you a structured way to identify and address those gaps early. It walks you through a six-step checklist focused on the Security Trust Services Criteria — the mandatory component of every SOC 2 Type 2 audit.
You’ll know what to document, which controls to validate before fieldwork begins, how to get your internal team aligned, and when to bring in outside expertise.
That puts you in a better position when fieldwork begins — with documentation that holds up, controls that are actually running, and a team that knows what to expect.
What's Inside
- How to define your system boundaries so nothing gets missed or over-scoped
- How to confirm your core documentation is current and matches how your team actually operates
- How to validate that key controls are working, not just written down
- How to build your evidence library before the audit period closes
- How to align internal SMEs so no one is caught flat-footed during fieldwork
- How to determine when a formal readiness review is worth the investment
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