Finalizo helps MSPs package offboarding records, access transfer notes, documentation, client responsibilities, and support boundaries into a repeatable handover process.
Free plan available · Paid trials through Stripe · 10 minutes to your first pack
The problem
One engineer sends a spreadsheet, another updates a ticket, another shares links from memory. The client gets a different closeout every time.
When accounts, vendors, portals, and documentation move to the client, you need a record of what was handed over and when.
Without a signed support boundary, clients keep asking for help after offboarding because there is no clear closeout moment.
What you get
Create a consistent pack covering transferred systems, documentation, vendor contacts, renewal notes, and client next steps.
Hand over selected client-owned credentials in a scoped portal rather than pasting sensitive details into tickets or chat threads.
Collect client sign-off so both sides know what was delivered, what support remains, and what happens after closeout.
“Our offboarding used to depend on who handled the ticket. Now the client gets the same closeout structure every time.”
Tom Alvarez
MSP Operations Lead
Transfer access, document responsibilities, define support boundaries, and collect sign-off in one client-facing handover pack.
Free plan available. Paid trials are handled through Stripe.