---
title: SOC 2 Compliance Self-Assessment Questionnaire Template | Paperform
description: Comprehensive SOC 2 readiness assessment form with control verification, evidence upload, and gap analysis for IT security teams and compliance professionals.
url: "https://paperform.co/templates/soc-2-compliance-self-assessment-questionnaire"
type: static
generatedAt: "2026-03-28T00:45:12.234Z"
---

[← Back to free form templates](/templates/)    ![SOC 2 Compliance Self-Assessment Questionnaire](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/soc-2-compliance-self-assessment-questionnaire.png)
    [Preview](https://_preview.paperform.co/ai-template/soc-2-compliance-self-assessment-questionnaire) [Use this template for free](/create?ai-template=soc-2-compliance-self-assessment-questionnaire)    [Information Technology](/templates/category/it/) [Software & SaaS](/templates/industry/software-saas/)[IT Services](/templates/industry/it-services/)[Technology](/templates/industry/technology/)[Cybersecurity](/templates/industry/cybersecurity/) [Manager](/templates/role/manager/)[IT Professional](/templates/role/it-professional/)[Security Guard](/templates/role/security-guard/)[Compliance Officer](/templates/role/compliance-officer/)[CTO](/templates/role/cto/)     About this free form template
### Streamline Your SOC 2 Compliance Journey

Achieving SOC 2 compliance is a critical milestone for technology companies, SaaS providers, and any organization handling sensitive customer data. This SOC 2 Compliance Self-Assessment Questionnaire helps IT professionals, security teams, and compliance officers evaluate their organization's readiness against the AICPA's Trust Service Criteria.

Built specifically for IT departments, cybersecurity teams, and compliance managers, this template guides you through a structured assessment of your security posture across all five Trust Service Criteria: Security, Availability, Processing Integrity, Confidentiality, and Privacy. The questionnaire enables you to identify control gaps, document existing safeguards, and collect evidence for your SOC 2 audit preparation.

#### How Paperform Simplifies SOC 2 Compliance Workflows

With Paperform's conditional logic, this self-assessment adapts based on your responses, revealing relevant follow-up questions and control verification requirements only when needed. The multi-page structure organizes the assessment into manageable sections, preventing assessment fatigue while maintaining thoroughness.

Evidence collection becomes seamless with file upload fields that allow your team to attach policies, screenshots, logs, and documentation directly within the form. No more scattered email threads or lost attachments—everything stays organized and timestamped in one secure location.

Once submitted, leverage [Stepper](https://stepper.io) to automate your compliance workflow. Automatically generate gap analysis reports, assign remediation tasks to responsible team members, update your compliance tracking system, and schedule follow-up assessments. Stepper can route different findings to different stakeholders—security gaps to your CISO, policy updates to your compliance manager, and infrastructure concerns to your DevOps lead.

For organizations managing multiple compliance frameworks or client audits, this template integrates seamlessly with your existing compliance management tools, project management platforms, and documentation repositories. Whether you're a startup preparing for your first SOC 2 audit or an established enterprise maintaining ongoing compliance, Paperform provides the flexibility and automation to keep your assessment process efficient and audit-ready.

Trusted by IT teams worldwide and SOC 2 Type II certified, Paperform ensures your compliance data is handled with the same security standards you're working to achieve.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Cloud Workload Protection Platform Effectiveness Review](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cloud-workload-protection-platform-effectiveness-review.png)

### Cloud Workload Protection Platform Effectiveness Review

Comprehensive assessment form for evaluating cloud workload protection platform performance, including container runtime security, serverless coverage, and threat detection capabilities.](/templates/cloud-workload-protection-platform-effectiveness-review/)
[![Cybersecurity Breach Incident Report](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cybersecurity-breach-incident-report.png)

### Cybersecurity Breach Incident Report

Report and document cybersecurity breaches, data exposures, and security incidents with comprehensive system impact assessment and executive notification workflow.](/templates/cybersecurity-breach-incident-report/)
[![Cybersecurity Exception Approval Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cybersecurity-exception-approval-request-form.png)

### Cybersecurity Exception Approval Request Form

A comprehensive form for requesting cybersecurity policy exceptions with risk assessment, compensating controls, business justification, and remediation plans requiring CISO authorization.](/templates/cybersecurity-exception-approval-request-form/)
[![Cybersecurity Incident Post-Mortem Report](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cybersecurity-incident-post-mortem-report.png)

### Cybersecurity Incident Post-Mortem Report

Conduct thorough post-incident analysis with attack vector documentation, response timeline tracking, and security gap identification to strengthen your organization's cybersecurity posture.](/templates/cybersecurity-incident-post-mortem-report/)
[![Data Breach Incident Report Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/data-breach-incident-report-form.png)

### Data Breach Incident Report Form

Document and manage data breach incidents with comprehensive system impact analysis, user assessment, response tracking, and regulatory notification timelines.](/templates/data-breach-incident-report-form/)
[![Ethical Hacking Consultant NDA & Engagement Agreement](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/ethical-hacking-consultant-nda-engagement-agreement.png)

### Ethical Hacking Consultant NDA & Engagement Agreement

Comprehensive non-disclosure agreement for ethical hacking consultants covering security assessment confidentiality, penetration test results protection, and remediation consulting payment terms.](/templates/ethical-hacking-consultant-nda-engagement-agreement/)
[![Identity and Access Management Quarterly Review Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/identity-and-access-management-quarterly-review-form.png)

### Identity and Access Management Quarterly Review Form

Conduct comprehensive IAM quarterly reviews with user provisioning audits, role-based access validation, and orphaned account identification to maintain security compliance and minimize access risks.](/templates/identity-and-access-management-quarterly-review-form/)
[![IT Security Architecture Decision Record (ADR) Change Request](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/it-security-architecture-decision-record-adr-change-request.png)

### IT Security Architecture Decision Record (ADR) Change Request

Document security architecture decisions, technical choices, and rationale with structured approval workflows for IT change management and governance.](/templates/it-security-architecture-decision-record-adr-change-request/)
[![Quantum-Safe Cryptography Readiness Assessment](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/quantum-safe-cryptography-readiness-assessment.png)

### Quantum-Safe Cryptography Readiness Assessment

Evaluate your organization's preparedness for post-quantum cryptography threats with a comprehensive assessment of current cryptographic algorithms, migration planning, and implementation roadmap.](/templates/quantum-safe-cryptography-readiness-assessment/)
[![Secure Software Development Lifecycle Compliance Audit](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/secure-software-development-lifecycle-compliance-audit.png)

### Secure Software Development Lifecycle Compliance Audit

Comprehensive audit form for evaluating SDLC security compliance, including security gate verification, code review coverage, and security testing integration across development stages.](/templates/secure-software-development-lifecycle-compliance-audit/)
[![Security Investment Portfolio Review & Budget Allocation](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/security-investment-portfolio-review-budget-allocation.png)

### Security Investment Portfolio Review & Budget Allocation

A comprehensive security investment analysis form for evaluating budget allocation, identifying control coverage gaps, and prioritizing strategic security initiatives across your organization.](/templates/security-investment-portfolio-review-budget-allocation/)
[![Third-Party Vendor Data Sharing Access Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/third-party-vendor-data-sharing-access-request-form.png)

### Third-Party Vendor Data Sharing Access Request Form

A comprehensive form for managing third-party vendor data access requests, including data processing agreement requirements, security assessments, and purpose limitation controls for IT and compliance teams.](/templates/third-party-vendor-data-sharing-access-request-form/)