Client Transition Information Request
**This Form is Encrypted for Security of Your Data** Please complete this form to help ensure a smooth transition. The information below will be kept confidential and used solely for service continuity and security purposes.
Section 1: Basic Company Information
Client Company Name
Your Company (Previous MSP) Name
Contact Person at Previous MSP
Contact Email
Contact Phone
Date of Transfer
-
Month
-
Day
Year
Date all previous MSP tools will be removed
Section 2: Domain & DNS Information
Domain Registrar
Registrar Login or Transfer Details
DNS Hosting Provider
DNS Login / Access Details
Any Custom DNS Records
Section 3: Microsoft 365 / Email
Microsoft 365 Tenant Name
Primary Admin Email
Licensing Source
Please Select
CSP
Direct
Other
Partner Tenant ID
MFA or Conditional Access Policies in place?
Please Select
Yes
No
Email Security / Filtering Provider
Email Archiving Solution
Email Backup Solution
Notes or Comments
Section 4: Endpoint & Network Management
RMM Tool Used
PSA Tool Used
Antivirus/EDR Provider
Local Admin Credentials
Device Inventory or Export Provided?
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Network Documentation Available?
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Firewall Make/Model
Firewall S/N
Firewall Management Access
VPN Configuration Details
Section 5: Backup & Disaster Recovery
Backup Solution Used
Cloud Storage / Offsite Backup Location
Backup Schedule
Retention Policy
Restore Testing Schedule
Any Known Backup Issues
Section 6: Security & Compliance
Security Stack in Use
Password Manager Used
Documentation System Used
Any Known Security Incidents
Compliance Requirements
Section 7: Credentials & Access (If Applicable)
Centralized Password Vault Access
Shared Credentials
Network Shares / File Server Locations
Cloud Storage Platforms
Section 8: Notes or Additional Info
Additional Notes
Attach Any Relevant Documentation
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