Compliance standard

SOC 2 Type II templates

Policies, SOPs, plans, job aids, spreadsheets and decks aligned to SOC 2 Type II, tailored to your organization in minutes.

Each SOC 2 Type II template is generated by AI around the Trust Services Criteria auditors test: access control, change management, incident response, vendor risk and availability. You pick a document type, add your company details, and get a structured draft with purpose, scope, roles, procedures and review steps.

Use these documents to close gaps before an audit, show evidence to customers, or give staff clear instructions. Export to Word, Markdown or CSV and edit freely.

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Policy

Information Security Policy (SOC 2 Type II)Acceptable Use Policy (SOC 2 Type II)Access Control Policy (SOC 2 Type II)Data Retention Policy (SOC 2 Type II)Data Classification Policy (SOC 2 Type II)Password Policy (SOC 2 Type II)Remote Work Policy (SOC 2 Type II)Vendor Management Policy (SOC 2 Type II)Change Management Policy (SOC 2 Type II)Encryption Policy (SOC 2 Type II)Privacy Policy (SOC 2 Type II)Code of Conduct (SOC 2 Type II)

Plan

Incident Response Plan (SOC 2 Type II)Business Continuity Plan (SOC 2 Type II)Disaster Recovery Plan (SOC 2 Type II)Risk Management Plan (SOC 2 Type II)System Security Plan (SOC 2 Type II)Plan of Action & Milestones (SOC 2 Type II)

SOP

Employee Onboarding SOP (SOC 2 Type II)Employee Offboarding SOP (SOC 2 Type II)Backup & Restore SOP (SOC 2 Type II)Patch Management SOP (SOC 2 Type II)User Access Review SOP (SOC 2 Type II)Customer Complaint Handling SOP (SOC 2 Type II)Document Control SOP (SOC 2 Type II)Quality Inspection SOP (SOC 2 Type II)Log Review Procedure (SOC 2 Type II)Vulnerability Scanning Procedure (SOC 2 Type II)

Job Aid

Password Reset Job Aid (SOC 2 Type II)Phishing Recognition Job Aid (SOC 2 Type II)Incident Reporting Quick Card (SOC 2 Type II)New Hire Checklist (SOC 2 Type II)Visitor Sign-In Quick Reference (SOC 2 Type II)Clean Desk Quick Card (SOC 2 Type II)

Spreadsheet

Risk Register (SOC 2 Type II)Asset Inventory (SOC 2 Type II)Control Matrix (SOC 2 Type II)Vendor Risk Assessment Questionnaire (SOC 2 Type II)Gap Analysis Workbook (SOC 2 Type II)Training Tracker (SOC 2 Type II)Evidence Collection Tracker (SOC 2 Type II)

Presentation

Security Awareness Training Deck (SOC 2 Type II)Board Compliance Briefing (SOC 2 Type II)Audit Readiness Kickoff Deck (SOC 2 Type II)New Policy Rollout Deck (SOC 2 Type II)Quarterly Risk Review Deck (SOC 2 Type II)

Report

Audit Report Template (SOC 2 Type II)Internal Audit Checklist (SOC 2 Type II)Management Assertion Letter (SOC 2 Type II)Post-Incident Review Report (SOC 2 Type II)