SOC 1 & SOC 2 Preparation Checklist
Prepare for a SOC examination by confirming the report needed, defining scope, assigning owners and organizing reliable evidence.
- November 2, 2026
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Category: SSAE 16 Type II
Planning a Type 2 examination? Start with a SOC preparation checklist to clarify report scope, assign control owners and organize evidence for the period.
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Popular SSAE Resources
SSAE 18 and SOC 1: What Changed From SSAE 16?
What the historical SSAE 18 transition changed, why SOC 1 remains focused on financial-reporting controls, and how to scope preparation today.
SOC Audit Evidence: What Management Needs to Provide
Prepare relevant SOC evidence, coordinate personnel access and handle sensitive records without mistaking the report for a pass/fail scorecard.
SSAE 16 vs ISAE 3402: Historical Discussion of Intentional Acts
Why historical wording differences about intentional acts do not establish that ISAE 3402 reports lack consequences or are inherently less trustworthy.
SSAE 16 and the Federal HealthCare Exchange: Historical Commentary
Historical commentary on change-management lessons, with a clear distinction between project controls and SOC 1 financial-reporting assurance.
SOC 2 Report: Trust Services Criteria and Categories
Understand the five SOC 2 categories, how criteria differ from controls, and how scope affects what a report addresses.
SSAE 16 Type I Reports: Historical Background
Historical context for SSAE 16 Type I reporting, with the current distinction between a specified-date Type 1 examination and Type 2 period coverage.