SOC 2 Review Template – excel

Purpose?

This SOC 2 review template is designed to help organizations conduct a thorough review of a third-party vendor’s SOC 2 report. This template includes the following sections:

  • Basic Review: Covers essential details like company information, types of data processed, auditor’s opinion, examination period, any noted exceptions or deviations, and conclusion of a review.
  • Advanced Review: Adds further assurance to gain additional assurance in the specified functional areas.
  • Guidance: Offers tips on where to find specific pieces of information within SOC 2 reports (e.g., auditor’s opinion, data processed, exceptions).
  • CUECs, UERs, and CSOCs: Details on complementary controls that rely on both the vendor and the client to ensure the security of the service.

Who Is This For?

Compliance Manager

File Type?

.xlsx

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