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Finalizo helps MSPs package offboarding records, access transfer notes, documentation, client responsibilities, and support boundaries into a repeatable handover process.
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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.
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.
Transfer access, document responsibilities, define support boundaries, and collect sign-off in one client-facing handover pack.