Built for MSPs
Stop re-explaining onboarding to every new client.
Write the checklist once. Send the client a link. Watch the dashboard fill in as they hand over credentials, approve access, and work through setup — without another back-and-forth email thread.
Free during early access. No credit card.
How it works
Build the template once
Lay out the steps every client goes through — credential handoff, access approvals, kickoff calls. Reuse it for the next onboarding instead of starting from a blank doc.
Send one link
The client opens a portal scoped to their onboarding. They can see what's done, what's outstanding, and submit credentials or files directly — no email attachments.
Watch it move
Your dashboard updates as the client completes each step, so you know exactly who's stuck and what to chase — without asking "where are we on this?"
Try it on your next onboarding.
Set up a template and send your first client link in about ten minutes.