Enter the client's domain: see its registrar, DNS host, mail provider and Microsoft 365 or Google tenant from public records, get the full list of accounts, licences and documents to transfer, and a handover request carrying the client's authorisation to send to the outgoing provider.
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Guide: Taking over a client from another MSP: what to get, and in what order
Registrar, DNS host, mail flow, Microsoft 365 or Google tenant and SPF senders: what you'll need access to, before day one.
Every account, licence and document to hand over, with who has done what.
A signed request so the outgoing provider knows what to hand over and by when.
“There seems to be an issue on the releasing partner that they haven't settled their bill with us.” (distributor's reply quoted in a public r/msp post, Jul 2026)
“the new MSP is expecting you to hand everything to them on a silver platter” (public r/msp post from an outgoing MSP, Jan 2026)
Had this happen recently? Tell us what happened (4 questions, about 10 minutes, no sign-up).
Tracks every item until it's handed over and reminds the outgoing provider. The checklist generator stays free.
We'll email you about early access, at most twice. No spam; reply STOP to opt out.