Check readiness across scope, governance, risk, access, change, monitoring, incident response and the optional trust categories.
Period / scope: ___ | Prepared by: ___ | Reviewed by: ___ | Date: ___
A readiness view against the AICPA Trust Services Criteria. Security is always in scope; availability, processing integrity, confidentiality and privacy are added if your commitments to customers need them. A SOC 2 report is issued by an independent CPA firm. This form helps you prepare and does not replace that work.
Type 1 looks at the design of controls at a point in time. Type 2 looks at how they operated over a period; agree the period with your auditor and customer.
This template follows the format published by the Institute of Chartered Accountants of India (ICAI) in the AASB Audit Working Paper Templates (June 2023), the authoritative reference for Indian statutory-audit documentation. Fill in your firm’s letterhead and the engagement details on the form above, click Download Word file, and you’ll get a fully formatted .docx ready to use.
Everything is generated in your browser and on a stateless API endpoint — no account, nothing stored on our servers. We’ll ask for a work email once before your first download so we can send you the file and the occasional relevant update; after that, downloads on this device are instant. Edit freely in Word, Google Docs or Pages before sending to your client.
