FirstCall Federal770-335-6136
Free guide · SOC 2 readiness

The SOC 2 Readiness Checklist

What your auditor will ask for, and how to have it ready before the audit window opens.

  • Type I vs. Type II, and which Trust Services Criteria to include
  • 30+ checklist items across scope, policies, people, access and operations
  • The four places SOC 2 programs usually stall, and the fix for each

Get the free guide

Free PDF. We'll email you a copy too.
What's inside

6 sections, built to be used, not just read

Scope and decisions

5 items to check, with plain-English explanations.

Governance and policies

6 items to check, with plain-English explanations.

People

4 items to check, with plain-English explanations.

Access and systems

7 items to check, with plain-English explanations.

Change management and operations

6 items to check, with plain-English explanations.

Evidence readiness

4 items to check, with plain-English explanations.

Where SOC 2 programs usually stall

A quick reference table you can share with your team.

Your next 30 days

A short action plan so the guide turns into progress.

Who it's for

Built for

  • SaaS and cloud companies asked for SOC 2 by enterprise customers
  • Teams preparing for a first Type I or Type II
  • Founders and IT leads who own the audit without a full-time security team

Rather talk it through?

Want a second set of eyes before the auditor arrives? We run SOC 2 readiness assessments and stay with you through the audit window.

Book a 30-minute call