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SOC 1 (SSAE 18 / ISAE 3402) Evidence & Implementation Kit

$249.00
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SOC 1 · SSAE 18 / ISAE 3402 · Evidence & Implementation Kit
Prepare for a SOC 1 or ISAE 3402 examination, without turning the standard into controls yourself.
Every step handed to you as an adopt-ready control, from the scope and control objectives through control design and operation and complementary user controls to the examination and the report, with the evidence a service auditor examines.
Examination-ready in a weekend, not a quarter.

Here is the honest situation. A SOC 1 report under SSAE 18, or its international equivalent ISAE 3402, gives user entities and their auditors assurance over a service organization's controls relevant to their financial reporting. Preparing for it means defining the scope and control objectives, a fairly presented system description with a management assertion, suitably designed controls that operate over the period for a Type II, complementary user and subservice controls, and supporting an independent service auditor's examination. Doing that and evidencing it is real work, and a service organization with an overstated description or controls that lapse over the period is exactly where service organizations fall short.

This Kit removes the guesswork. It is every step of a SOC 1 or ISAE 3402 examination written as an adopt-ready control you personalize in a weekend, with the evidence a service auditor examines.

What you get, the moment you buy

18
Steps as adopt-ready controls. Every step, from the scope and control objectives through control design and operation, complementary controls and the examination and report, written so you personalize and apply it.
18
Evidence-they-examine checklists. For each control, exactly what a service auditor examines, plus where service organizations fall short, so you close the gap first.
1
Service Organization Control Matrix, pre-built. Every step in a working spreadsheet, ready to record status, owner and evidence location.
1
Gap & Readiness Assessment. Score each step and the workbook returns your readiness as a single percentage, and exactly what to fix next.

Grounded in SOC 1 under SSAE 18 and the international standard ISAE 3402, with the scope and report type, the control objectives and system description, control design and operating effectiveness, complementary user and subservice controls and the examination and report called out. Editable Word and Excel files.

The system description and Type II operating effectiveness are what get tested
A SOC 1 or ISAE 3402 turns on a fairly presented system description that management asserts to, and, for a Type II, controls that operate effectively across the whole period. An overstated description or a control that lapsed mid-period produces exceptions. This Kit builds the description, design and operating-effectiveness controls with the evidence a service auditor asks for.

What one control looks like

This is defining the scope of the report, where SOC 1 preparation begins. All 18 are built to this depth.

SOC1-1 Define the scope of the report SCOPE
Put this control in place

Define and document the scope of [your organization name]'s SOC 1 or ISAE 3402 examination, including the service or system covered, the reporting period and the user entities and their auditors who rely on it, so that the report addresses the services that affect user entities' financial reporting and the organization can evidence its defined scope.

Practitioner note.

SOC 1 and ISAE 3402 report on controls at a service organization relevant to user financial reporting.

Evidence a service auditor examines
  • The defined report scope and system boundary
  • The reporting period
  • The user entities and reliance identified
Common finding they raise: The scope omits services user entities actually rely on.

Why this is not another template pack

  • The evidence is the point. A control you cannot evidence over the period is an exception. This tells you what a service auditor examines and where service organizations fall short, for every step.
  • Objectives, description and testing built in. The control objectives, the fairly presented system description and the operating-effectiveness evidence are written into the controls, the substance of the examination.
  • Built on a mapped compliance corpus, not one person's opinion, from a graph of thousands of controls across standards.
  • It compounds. SOC 1 and ISAE 3402 are the same examination under different standards, and they connect to SOC 2 and ISAE 3000, so this work feeds your wider assurance program.

Who buys this

Service organizations whose services affect user entities' financial reporting, and the compliance, finance, IT and audit leads who own the SOC 1 or ISAE 3402 report. Whether it is a first examination or an annual cycle, you save weeks and walk in with the objectives, description and evidence structured.

By the end of the weekend you will have
✓  An adopt-ready control for all 18 steps
✓  A completed service organization control matrix
✓  The evidence a service auditor examines
✓  Your control objectives and system description in place
✓  A readiness percentage and a fix list
✓  The operating-effectiveness gaps closed

Common questions

Is it really editable? Yes. Word and Excel files you own and adapt. No portal, no subscription.

Is SOC 1 the same as ISAE 3402? They are the equivalent examination under the US (SSAE 18) and international (ISAE 3402) standards. This kit prepares you for both.

Does it cover Type I and Type II? Yes. Choosing the report type and, for Type II, demonstrating operating effectiveness over the period are built as controls.

Does it cover subservice organizations? Yes. The inclusive and carve-out methods and complementary subservice controls are built as controls.

What if it is not for me? A 30-day money-back guarantee.

Do not overstate the system description or let controls lapse mid-period.
Every step is fast to adopt with the Kit. It is instant, and it is guaranteed.
Add it to your cart and be examination-ready this weekend.

Instant digital download · 30-day money-back guarantee · The Art of Service Pty Ltd, GPO Box 2673, Brisbane QLD 4001 · support@theartofservice.com