Research workbooks · Edition 2026-10-04

Make your next compliance decision easier.

Prepared Excel workbooks, sourced research, and worked examples for buying software, hiring your SOC 2 team, organizing evidence, and responding to customers.

One-time purchase. Editable files. Internal use across your organization.

All five packs

Complete compliance team bundle

All five packs for purchasing, evidence, customer reviews, and implementation.

$399 · Save $526 versus the five individual packs.

Explore the Complete bundle

Start with the decision in front of you

Choose software

Compliance software buying pack

Turn a software shortlist into a documented purchasing decision.

  • Selected vendor research with source links
  • Eight demo tests and requirement worksheet
  • Three-proposal cost comparison
  • Worked evaluation and decision memo

Hire your SOC 2 team

SOC 2 procurement pack

Compare software, auditor, and testing scope in one procurement plan.

  • Selected software and provider research
  • Auditor request and comparison worksheet
  • Penetration-testing scope questions
  • Combined budget and purchasing sequence

Organize evidence

Engineering evidence pack

Prepare recurring evidence work with explicit systems, owners, periods, and review steps.

  • Twenty original evidence-request prompts
  • Owner, source, period, and review tracker
  • System inventory and handoff checklist
  • Fictional packet review and worked request

Answer customer reviews

Customer security review pack

Build an answer library with supporting references, reviewer approvals, and review dates.

  • Thirty original customer-question prompts
  • Answer ownership and evidence worksheet
  • Approval and review-date checks
  • Worked security review and customer handoff

Implement your choice

Compliance rollout pack

Translate your purchase into scoped integration, acceptance, and handoff work.

  • Twenty original rollout tasks
  • Access and dependency planning
  • Acceptance-result and rollback worksheet
  • Worked connector pilot and team handoff

From research to a usable team deliverable

Prepared starting points

Original questions, acceptance checks, source references, and worked examples. Adapt the workbook to your actual requirements.

Decisions you can inspect

Proposal totals stay unknown until costs are entered. Questionnaire checks retain missing approval and evidence. Plans require recorded acceptance results.

A clear edition

Every pack includes its coverage and source dates. Your purchase covers the dated files; future editions are separate.

Prefer to start with a blank worksheet? Use the free tools. Need your purchase again? Recover downloads.

Before you buy

What formats are included?

Excel (.xlsx), CSV tables, and Markdown instructions and examples, delivered together in a ZIP. The sample lets you inspect the format and test your spreadsheet software before purchasing.

Can my colleagues use the files?

Yes. One purchase covers internal use by the named organization. Client organizations need separate purchases. See the license and terms.

How is this different from the free tools?

Free tools remain available. Paid packs add prepared research where relevant, expanded original prompts, connected worksheets, worked examples, and decision templates.

Are updates or a subscription included?

No recurring charge. You receive this edition and can keep editing it. Source links help you confirm information when you use it.

What if I need help or a refund?

Contact [email protected] with your order reference. Request download help or a refund within 14 days of purchase. Your statutory rights remain available.