Tracking SOC Reports
Vendor due diligence isn't just a checkbox - it's a critical part of protecting your institution. One of the most common gaps? Missing or expired SOC reports. Here's how to track them properly.
Why SOC Reports Matter
System and Organization Control (SOC) reports provide a detailed look at a vendor's controls - especially those handling sensitive data. Regulators expect you to review and retain them as part of ongoing vendor oversight.
Track SOC Expiration Dates
- Enter expiration dates for each vendor's SOC 1 or SOC 2 report
- Set automated reminders at 60 or 90 days before expiration
- Ensure accountability by assigning ownership
Common Oversight Gaps
- Missing SOC reports entirely for critical vendors
- Keeping only the most recent without documenting review
- No alerts or tracking when a report is expiring
How SimplifyIT Helps
Our vendor management tools make it easy to upload SOC reports, track expiration dates, assign responsibility, and generate reports - so nothing falls through the cracks when exam time arrives.
Explore the Tools
Watch a 5-minute demo or schedule a walkthrough to see how our SOC tracking features work in practice.