Encrypted uploads
TLS in transit, AES-256 at rest. Uploads go straight to your portal, not your inbox.
Stop chasing clients. Try OnboardMap free.
Stop chasing clients for device lists and admin credentials.
Send one link. Clients submit device inventories, share credentials, complete security questionnaires, and sign compliance docs, all tracked in one portal.
One link for device inventories, credentials, and security forms. No more chasing clients before deployment.
- Collect device inventories and network details before day one
- Request admin credentials and security questionnaires upfront
- Automatic reminders so deployments aren't delayed
- Collect device inventories and network info
- Request credentials and security forms
- Automatic reminders, no deployment delays
Free forever. No credit card.
Security first
Built for sensitive client documents.
Every upload is encrypted. Every link expires. Every access is logged. Your clients’ data stays out of email, and out of the wrong hands.
Expiring magic links
Each client gets a unique link that expires and can be revoked or regenerated any time.
Role-based access
Control who on your team can view, edit, or approve each onboarding.
Activity visibility
Every upload, view, and edit is logged. You always know who did what, and when.
Files out of email threads
No attachments in threads, no forwarded PDFs. Documents live in one auditable place.
TLS 1.3 in transit • AES-256 at rest • Least-privilege access • Audit log per onboarding
New Client Deployments Stall on Missing Info
You sign a new managed services client and need device inventories, admin credentials, security questionnaires, and compliance docs. Requests bounce between email, tickets, and phone calls. Deployment slips by weeks.
New clients signed, but deployments stall chasing device lists, admin credentials, and security docs across email and tickets.
Sound familiar?
Inbox
47 unread
Sarah Chen2m ago
Re: Re: Re: Still need the W-9
Mark Thompson18m ago
what documents do you need from me?
Lisa Park1h ago
Documents we talkded about
James Rivera2h ago
Re: Onboarding next steps
Katie Walsh3h ago
Can I just send everything in one email?
David Nguyen5h ago
Re: Re: Quickbooks access
Amy FosterYesterday
Is this the right format??
The fix
One Portal. Deployment-Ready From Day One.
OnboardMap gives each MSP client a single portal with their onboarding checklist: device inventories, credential requests, security forms, and compliance documents. They see exactly what's needed. You see exactly what's done.
One portal for device inventories, credentials, security forms, and compliance docs. Clients see what's needed. You see what's done.
Client Portal
Status
In progress
Due
Apr 15, 2026
3 of 4 steps complete
75%
Welcome & Engagement Letter
Filer Information
Prior Year Returns
Income Documents
1. Create a map
Start from a template, then add tasks, forms, uploads, due dates, and owners.
2. Send one link
Clients open from email and complete every step in one portal.
🚀 No login required
3. Track progress
See what's done, what's blocked, and who's holding things up. Automatic reminders included.
MSP Client Onboarding, Before vs. After
Before
- Emails and tickets chasing device inventories
- Admin credentials shared insecurely over email
- No idea which clients completed security questionnaires
- Compliance docs unsigned weeks into the engagement
- Deployments delayed waiting on missing information
- You look unprepared on the first site visit
- Chasing device inventories across email
- Credentials shared insecurely
- No idea who completed security forms
- Deployments delayed by missing info
- Compliance docs unsigned
- You look unprepared on site
After
- One link with every inventory and credential request
- Device lists and network maps uploaded to one portal
- Real-time status: submitted / waiting / missing
- Security questionnaires completed before deployment
- Automatic reminders before go-live dates
- Deployments start on schedule. Every time.
- One link with every inventory request
- All docs uploaded to one portal
- Automatic reminders before go-live
What you get back
Less admin. Faster kickoff. Cleaner cash flow.
The payoff of client onboarding that actually finishes.
Faster kickoff
Clients finish intake in days, not weeks. You start billable work sooner.
Less admin time
Reclaim the hours you spend chasing missing docs, re-sending forms, and answering "what do you need from me?" emails.
Fewer dropped balls
Real-time status means nothing sits in someone’s inbox for two weeks.
Better client experience
One clean link. A checklist they can follow. No logins, no confusion, no "did you get my email?"
Faster revenue recognition
Projects start on time, so invoices go out on time. Fewer stalled engagements, cleaner cash flow.
Built for any team that onboards clients.
Bookkeeping & Accounting
Tax docsbank recordsW-9sintake forms
Automate the same intake every season. Fewer follow-ups. Faster starts.
Marketing Agencies
Brand assetsaccountsapprovalsstyle guides
Get credentials and approvals fast. Start projects sooner.
MSPs & IT Services
Device inventoriescredentialssecurity forms
Collect access and inventories before day one. Fewer delays waiting on admin access.
Consultants
Discovery formscontractsgoalsKPIs
Align on goals before the first call. Clear next steps and owners.
Other Client Service Teams
Legalrecruitingreal estatefractional ops
If you onboard clients, this fits. One link. One checklist. Full visibility.
Everything You Need to Onboard Clients Fast
Owners + due dates
Assign onboardings to staff. Set due dates. Track status.
Intake forms
Build questionnaires with the fields you actually need.
Automated follow-ups
Nudges go out on your schedule. No manual chasing.
Real-time status
Done, waiting, or blocked, with clear owners at a glance.
Branded client portal
Your logo and colors. A polished client experience.
Reusable templates
Build once, run it every season or every new client.
Client messaging
Chat with clients in the portal, attachments included.
Widgets + Webhooks
Embed forms, push events to your stack in real time.
Activity log export
Download a timestamped audit trail for compliance.
Why not just use email + Drive + Forms?
Because that’s what’s breaking now.
Here’s what changes when client onboarding lives in one place instead of six.
What you’re trying to do
Email + Drive + Forms
OnboardMap
Collect documents
Files scattered across inboxes, threads, and attachments.
One portal. One checklist. Every file tagged to a request.
Know what’s missing
Scroll through email and guess.
Real-time status: done, waiting, blocked.
Client experience
Confusing email chains, broken form links, "forgot your password?" loops.
One link. Zero logins. Step-by-step.
Security
Docs live in inboxes forever, easy to forward or leak.
Encrypted uploads, expiring links, activity logs.
Reminders
You nag, manually, and hope.
Automatic nudges on the schedule you set.
Team handoff
Nobody else on your team can find anything.
Team access with roles and clear owners.
PM tools vs OnboardMap
Does this replace Asana, Notion, or Monday?
No. Those are internal PM tools for your team. OnboardMap is the client-facing layer that runs before the project starts, so by the time work lands in your PM tool, you already have the docs, forms, and access you need.
Client checklistDocument requestsIntake formsMagic links
Your team's tasksProject boardsInternal notesReporting
Free Download
Free Onboarding Checklist for MSPs
The 10 items every MSP needs from new clients , device inventories, admin credentials, security forms, and more.
- Device inventory and network diagrams
- Admin credentials and access
- Security questionnaires
- Compliance and backup documentation
MSP Onboarding Checklist
Task Owner Status
Device inventory Client Waiting
Network diagram Client Waiting
Admin credentials Client Done
Security questionnaire Client Uploaded
Current vendor list Client Waiting
Start Onboarding Clients Today
Send one link. Track everything. Start billable work sooner.
Free forever. No credit card required.
Simple Pricing. No Surprises.
Start free with 3 onboardings/mo. Upgrade when you need more.
Starter
For solo operators
$29
/month
Includes
- 15 onboardings per month
- 10 GB file storage
- Request files + secure uploads
- Intake forms + questionnaires
Pro
For growing teams
$79
/month
Includes
- 50 onboardings per month
- 100 GB file storage
- Assign onboardings to team
- Add due dates
Max
For established firms
$179
/month
Includes
- 200 onboardings per month
- 500 GB file storage
- Webhook support
- Priority support
Don't want to build it yourself?
White-Glove Setup
Delivered in 3 business days. Includes 1 revision.
- Custom template for your exact process
- Branded portal (logo + colors)
- Up to 3 intake forms from your docs
- Kickoff call + walkthrough
Send us your current checklist and branding. We handle the rest.
Free plan includes 3 onboardings per month. Paid plans offer higher limits. No credit card required to start.
Can I collect device inventories through OnboardMap?
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.
Do my MSP clients need to create an account?
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.
Can I collect admin credentials securely?
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.
Can clients complete security questionnaires 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.
What counts toward my onboarding limit?
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.
Can I brand the portal with my MSP's logo?
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.
Does this replace our PSA or documentation tool?
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.
Can I control who sees what on my team?
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.
Ready to onboard your next client?
Create your free account and send your first onboarding link in minutes.
3 free onboardings every month. No credit card required.
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