A professional onboarding experience that makes your MSP look great
Pre-built templates for new clients, takeovers, and offboarding. Customizable sections and fields.
No more passwords in email. Clients share credentials via secure links or one-time encrypted secrets.
See exactly what's been completed, what's pending, and who needs to take action next.
Branded portal with your logo and colors. No login required for clients - just one simple link.
Track your team's progress with internal task lists. Ensure nothing falls through the cracks.
Export completed onboardings to CSV for import into your PSA, documentation tools, or ticketing system.