Yes. You can request spreadsheets, CSV exports, or any file format for device inventories. Clients upload directly to their portal. You can also use intake forms to collect structured device data.

No. Clients access their portal via a magic link sent by email. No signup, no password, no app to install. They click the link, see their checklist, and start completing steps immediately.

OnboardMap doesn't store passwords directly, but you can add tasks with instructions for credential sharing through your preferred secure method (IT Glue, Passportal, etc.). Track completion status in the portal.

Yes. Use built-in intake forms to create security questionnaires, compliance checklists, and risk assessment forms. Clients fill them out directly in their portal.

Every onboarding you create counts toward your monthly limit. On the free plan, you get 3 per month. On paid plans, you get higher limits. All limits reset each billing period. There’s no cap on total clients — only onboardings created.

Yes. Every plan includes a branded portal link. On Pro and Max plans, you can customize your logo, brand colors, for a fully white-labeled client experience.

No. OnboardMap is the client-facing portal you send before managed services begin. It complements ConnectWise, Autotask, IT Glue, or whatever your team uses internally.

Yes. Internal notes and activity logs are visible only to your team. On Max plans, roles and permissions let you control which team members can edit, approve, or view specific onboardings.