Free provider planning tool
Ask every auditor the same questions.
Prepare an SOC 2 engagement brief and compare three scoped proposals, issuing firms, responsibilities, and fees.
For engineering, security, compliance, procurement, and leadership. No signup required.
This is a request-for-proposal draft. Confirm scope and timing with the issuing CPA firm and the requesting customer. Completing it does not establish audit readiness or issue a report.
Your entries stay in this page unless you save them on this device or download a file. Sharing a tool link opens a blank brief. Files and copied briefs include your entries; review them before sending.
Name your brief
Compare proposals
Send the same scope to each provider
Capture verified answers and differences. Blank answers appear as “not specified.” These worksheets do not rank providers or estimate prices.
Review and share
Your request-for-proposal draft
Copy request brief includes your scope and open items, without provider comparison notes. Download and print include the full comparison.
Find providers and prepare your questions
Browse SOC 2 audit firms · Read the buying guide · Download the spreadsheet
Source context: AICPA SOC resources. Reviewed October 1, 2026. The worksheet prompts are original editorial questions.
Work with teammates
Open shared worksheets to store reviewed JSON for a named team. Saving there is explicit; local entries are not uploaded automatically. Team members can edit saved revisions, with conflict checks and history.