Achieve SOC 2 Type 2 without wasted cycles
The complete toolkit to help your organization implement controls that operate consistently and produce auditor-aligned evidence.
The SOC 2 Type 2 Complete Compliance Toolkit - $995
The problem isn’t effort
Teams jump into SOC 2 too early, before scope is set or controls are owned. Scope drifts. Evidence doesn’t line up with what auditors test. Auditors expand testing to cover the gaps. Timelines slip, costs spiral, and the real work (making controls operate consistently) gets buried under rework.
We’ve seen it from the other side: failed or painful audits aren’t usually about bad intent. They’re about wasted time, wrong artifacts, wrong order, wrong level of detail. This toolkit is built to reduce that rework.
The right fit
This toolkit works when you own the work; it's the wrong tool if you want someone else to own the audit.
A good fit if you're…
- A B2B, SaaS, or technology company
- Cloud-native, or largely cloud-based
- Pursuing your first Type 2 audit
- A technical owner who will run and evidence the controls
Not a fit if you…
- Want hands-off compliance
- Don't have real ownership of controls
- Expect a guarantee of a clean opinion
- Are outsourcing accountability for the audit
What you get
Concrete artifacts, tied to the audit. Each one has a place in the lifecycle will help support a successful audit.
README
Orientation and how to use the toolkit. Start here to map the artifacts to your timeline and team.
The SOC 2 Type 2 Complete Compliance Toolkit
The core PDF guide: step-by-step roadmap, scoping, gap analysis, policy creation, evidence documentation, and recurring compliance tasks. Focus is Security (Common Criteria) with actionable guidance for Availability, Processing Integrity, Confidentiality, and Privacy where relevant.
Inventory Tracker Template
Keeps systems, data flows, and in-scope components in one place. Auditors expect a clear boundary of what’s in scope; this supports that discussion and stays current through the engagement.
System Description Development Guide
The system description is the foundation of the report. This guide walks you through what to include, how to describe boundaries and controls, and how to keep it aligned with what the auditor will test.
Risk Assessment Template
Used to satisfy CC3.2 and CC3.3 and anchor auditor risk discussions. Connects identified risks to the controls you’ve designed. Expect the auditor to trace from risk to control to evidence.
Gap Analysis Workbook
Used early to compare your current state to the Trust Services Criteria. Surfaces what you have, what’s missing, and what to build first. Anchors planning before you commit to scope with the auditor.
Security Policy Mappings
Maps your policies to the Trust Services Criteria so you and the auditor can see coverage. Reduces “where does this control live?” back-and-forth.
Security Policy Review Template
Structures the periodic review of security policies. Auditors look for evidence that policies are reviewed and updated; this gives you a repeatable artifact.
Using AI to Draft Documentation
Practical guidance on using AI to draft policies and descriptions while keeping ownership and accuracy. Helps you move faster without handing the narrative to the tool.
Vendor Risk Assessment Template
For assessing vendors in scope. Auditors will ask how you evaluate and monitor third parties; this gives you a consistent structure and evidence trail.
Recurring Task Template
For the ongoing control activities that run between audits. Type 2 is about operating effectiveness over a period; this helps you evidence that.
Terms of Use and End User License Agreement
Legal terms for using the toolkit. Included so there’s no ambiguity about use and redistribution.
How this is different
This toolkit was written from audit experience and will help you prepare for what auditors actually request, how they trace risk to controls, and where most service organizations get stuck. The focus is operating effectiveness. It will help you implement controls that are effective, produce evidence, and hold up under testing.
It’s tool-agnostic. You can use whatever GRC or documentation stack you already have. There’s no theoretical fluff or generic SOC 2 overviews; it’s built for people who are already committed to the work and need a clear path and the right artifacts.
Everything you need in one toolkit
Auditors trace from risk to control to evidence. They expect consistency. They want the same control names, the same boundaries, and evidence that matches what you’ve described. Polished prose matters less than alignment with reality. When your risk assessment, system description, and control evidence tell one story, testing is smoother and your follow-up requests drop.
The artifacts in this toolkit are structured to support that traceability. They’re not a substitute for running the controls. They’re the scaffolding that makes it easier for the auditor to see that you did.
Optional support
The toolkit is designed to give you everything you need to achieve SOC 2 Type 2. If you require a focused session with one of our experts, we offer optional consulting services for an additional fee. Visit our website, zerolatencyconsulting.com to learn more.
FAQ
- Does this guarantee a clean SOC 2?
- No. No toolkit can. The outcome depends on how you scope, implement, and evidence your controls. This gives you the structure and artifacts; you own the execution and the audit result.
- Is this a replacement for an auditor?
- No. You still need a licensed CPA firm to perform the audit and issue the report. This toolkit helps you prepare so that the engagement is efficient and your evidence is aligned with what they test.
- Can a non-technical team use this?
- Only if they have access to technical owners who can implement and evidence the controls. The content assumes someone on your side understands systems, access, change management, and the like. If no one does, you’ll need to bring that in before the toolkit will be useful.
- What if we already started our audit?
- You can still use it. The gap analysis, risk assessment, and system description guidance often help teams that are midflight, especially if scope or evidence alignment is already causing friction.
If you are responsible for making SOC 2 work, this will save you time!
Get the Toolkit