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MSP

MSP Handoff Kit

Complete client transition package for managed service providers. Includes known issues disclosure, runbook transfer, and credential vault handoff.

Use This Template

Sections

Known Issues Disclosure
DisclosureRequired
Disclose all known issues, risks, and outstanding items for this client environment.

Categories

Security VulnerabilitiesConfiguration DriftLicensing GapsDocumentation GapsPending TicketsBackup ConcernsCompliance Gaps
Runbook Transfer
Content PackageRequired
Upload all documentation for this client environment.

Subsections

Network DocumentationServer DocumentationApplication DocumentationBackup DocumentationSecurity DocumentationContact Lists
Credential Vault Handoff
Credential Transfer
Transfer all credentials for this client environment securely.

Categories

Domain AdminLocal AdminService AccountsMicrosoft 365 / AzureAWSGoogle Cloud / WorkspaceNetwork (firewalls, switches, APs)RMM / PSA / Documentation ToolsClient Portal / Vendor LoginsBackup SystemsCertificates & Key Files

Cryptographic Primitives Used

Content Integrity (SHA-256 hashing)
Merkle Proof (tree over all content)
Disclosure Integrity (canonical hash)
Acknowledgment Chain (signed ack records)
On-Chain Anchoring (Hedera HCS)

Ready to get started?

Create a tamper-evident handoff using this template. Free tier includes 5 sign-offs per month.