The Client Onboarding Security Gap
MSPs handle the most sensitive credentials in every client's organization. Yet the handoff process during onboarding is almost always insecure.
Credentials Scattered Across Email Threads
New clients email their Microsoft 365 admin password, firewall credentials, and VPN details in separate messages over days. Credentials end up buried across multiple email threads, impossible to track and permanently stored on mail servers.
No Standardized Collection Process
Without a structured intake form, clients send incomplete information. You ask for the firewall admin password and they send the Wi-Fi password. Three rounds of back-and-forth later, you still do not have what you need.
Compliance Risk at Scale
If you manage 50+ clients and every one of them emailed you admin credentials, those passwords exist in your email history forever. One compromised inbox means every client's credentials are exposed. That is a liability your cyber insurance may not cover.
Onboarding Takes Too Long
Chasing clients for credentials is the biggest bottleneck in onboarding. Technicians wait days for complete access while clients get frustrated with repeated requests. Every day of delay costs you billable hours and client goodwill.
How SecureBin Receive Mode Fixes This
Create one structured receive link per client. They fill in every credential you need. You get them encrypted and organized.
Create a Receive Link with Every Field You Need
Go to SecureBin Receive Mode. Add labeled fields for every credential type: M365 admin, firewall, VPN, domain registrar, backup solution, and more. Save the template for reuse across future clients. Copy the generated link.
Send the Link During Your Kickoff Call
Share the receive link in your onboarding welcome email or during the kickoff call. The client sees clearly labeled fields and knows exactly what you need. They fill everything in at once. All data is encrypted in their browser using AES-256-GCM before it ever leaves their device.
Get Notified, Decrypt, and Store in Your Vault
You receive a Slack notification or email alert when the client submits their credentials. Open the one-time link to decrypt and view the data. Transfer the credentials to your password manager or RMM tool. The data self-destructs from SecureBin's servers after viewing.
Field 1: Microsoft 365 Global Admin Email
Field 2: Microsoft 365 Global Admin Password
Field 3: Firewall Admin URL
Field 4: Firewall Username
Field 5: Firewall Password
Field 6: VPN Gateway Address
Field 7: VPN Admin Credentials
Field 8: Domain Registrar Login
Field 9: Backup Solution Credentials
Field 10: Notes / Other Access Details
SOC 2 and Compliance Benefits
SecureBin's architecture aligns with the security and confidentiality requirements that MSPs need for compliance frameworks.
Zero-Knowledge Encryption
All encryption and decryption happens in the browser using AES-256-GCM. SecureBin's servers never see plain-text credentials. The encryption key exists only in the URL fragment, which is never transmitted to the server. This satisfies SOC 2 confidentiality requirements.
Automatic Data Destruction
Credentials are permanently deleted after you view them. No residual data on servers, no backups to worry about, no retention periods to manage. Burn-after-reading ensures credentials exist only for the time needed to complete the handoff.
Auditable Credential Exchange
Replace "the client emailed it to me" with a documented, encrypted credential exchange process. SecureBin Pro provides audit logs showing when receive links were created, when credentials were submitted, and when they were retrieved.
MSP Workflow Integration
SecureBin fits into the tools your team already uses. No new platforms to learn, no complex setup.
Slack Webhook Notifications
Get a Slack message the moment a client submits credentials through your receive link. Your onboarding technician can immediately retrieve and process the credentials without checking email or refreshing a dashboard.
Email Notifications
Prefer email? Get an instant email alert when credentials are submitted. The notification contains no sensitive data, just a confirmation that the client has completed their part of the onboarding form.
Programmatic Link Creation
Use the SecureBin API to automatically generate receive links as part of your onboarding workflow. Integrate with ConnectWise, Autotask, HaloPSA, or any PSA tool that supports webhooks or API calls.
Reusable Field Templates
Define your standard onboarding credential fields once and reuse them for every new client. Consistent field labels mean your technicians always know exactly what each credential is for, with no guesswork.
What MSPs Collect During Onboarding
A comprehensive list of credentials you can collect through a single receive link during client onboarding.
Microsoft 365 / Google Workspace Admin
Global admin credentials for the client's productivity suite. Required for user management, security policy configuration, MFA enforcement, and email routing changes.
Firewall and Network Equipment
Admin credentials for SonicWall, FortiGate, Meraki, UniFi, or any firewall and managed switch. Include the management URL, username, and password in separate labeled fields.
VPN Configuration
VPN gateway address, admin credentials, and any pre-shared keys or certificates needed for remote access configuration. Critical for enabling your team to manage the client's network remotely.
Domain Registrar and DNS
GoDaddy, Namecheap, Cloudflare, or any registrar login. You need these for DNS management, MX record updates, SSL certificate provisioning, and domain renewal management.
Cloud Provider Access (AWS, Azure, GCP)
Admin console credentials or IAM access keys for the client's cloud infrastructure. Label fields clearly to distinguish between console login credentials and programmatic access keys.
Backup and Disaster Recovery
Veeam, Datto, Acronis, or any backup solution credentials. Include the management console URL, admin login, and any encryption keys or passphrases used for backup encryption.
Endpoint Protection and RMM
If the client has an existing antivirus, EDR, or RMM solution that needs to be migrated or removed, collect those admin credentials. Also collect any existing monitoring tool logins.
Line-of-Business Applications
QuickBooks, Salesforce, ERP systems, industry-specific software, or any SaaS application the client uses. Admin credentials let you configure SSO integration, set security policies, and manage user access.
Free vs Pro for MSPs
Start free. Upgrade when you need notifications, API access, and higher limits for scaling your onboarding process.
| Feature | Free | Pro |
|---|---|---|
| Encrypted receive links | Yes | Yes |
| Structured labeled fields | Yes | Yes |
| Zero-knowledge encryption | Yes | Yes |
| Burn after reading | Yes | Yes |
| Slack webhook notifications | No | Yes |
| Email notifications | No | Yes |
| API access | No | Yes |
| Custom expiration times | Up to 7 days | Up to 30 days |
| Receive links per month | 10 | Unlimited |
Frequently Asked Questions
Common questions from MSPs and IT service providers about secure client onboarding.
How do MSPs securely collect credentials during client onboarding?
Does SecureBin help with SOC 2 compliance for credential handling?
Can I integrate SecureBin with my MSP's existing tools?
What credentials should MSPs collect during client onboarding?
How is SecureBin different from a password manager for MSP onboarding?
Usman has 10+ years of experience securing enterprise infrastructure, managing high-traffic servers, and building zero-knowledge security tools. Read more about the author.