Answers
Questions MSPs ask.
Answered directly.
Short, sourced answers about client portals, QBRs, client reporting,
vCIO planning and compliance, and how MSPortal handles each one.
Client portals
08 answersWhat is an MSP client portal?
An MSP client portal is one branded place where clients see tickets, reports, documentation, compliance and invoices. What it includes and why it matters.
What should an MSP client portal include?
The features an MSP client portal needs, from ticket status and documentation to reports, compliance, invoices and per-user permissions.
Is a PSA's built-in client portal enough for an MSP?
When a PSA's built-in portal covers clients' needs, where it stops, and what a dedicated MSP client portal adds on top of the PSA.
How do MSPs get clients to actually use a client portal?
Practical ways MSPs drive client portal adoption: launch with onboarding, give every user a reason to log in and make the portal the answer to common requests.
Can an MSP brand a client portal as its own?
What white-labeling a client portal involves, from logos and colours to sign-in and email, and how far MSPortal's branding options go.
How can clients with multiple locations use one portal login?
How parent and child companies let a client with several locations or subsidiaries switch between them, see combined views and limit access by location.
How can clients order IT products through an MSP portal?
How a client portal storefront lets clients check their licences and request new products or seat changes for MSP approval, instead of emailing.
What is the best client portal software for MSPs?
A sourced shortlist of client portal software for MSPs, with the criteria to judge them by and where each option fits best.
Tickets & support
04 answersHow can clients see the status of their IT tickets?
How MSP clients can check ticket status, replies and history themselves in a portal instead of emailing or calling for an update.
How can MSPs get clients to submit better tickets?
Request templates, guided forms and AI-assisted ticket entry help clients give the right details the first time, so their issues get resolved sooner.
How can clients find IT documentation without opening a ticket?
How MSPs share approved IT documentation, guides and passwords from Hudu or IT Glue with clients in a portal, with visibility set per role.
How can clients see their devices and backup status?
How a client portal shows clients their devices, warranties and backup health from the MSP's tools, so they can answer basic questions themselves.
Onboarding & projects
02 answersWhat should an MSP client onboarding process include?
A practical MSP client onboarding checklist: discovery, credentials, documentation, forms, sign-offs and training, plus how clients can follow progress.
How do MSPs share project progress with clients?
Ways MSPs keep clients informed during projects, from milestone views and task status to approvals, without weekly status emails.
QBRs & reporting
09 answersHow do you build a QBR for an MSP client?
A step-by-step way to build a quarterly business review for an MSP client: gather data, find the story, plan next steps and prepare the deck.
What should an MSP QBR include?
The sections a useful MSP quarterly business review covers, from service results and risks to roadmap, budget and agreed next steps.
How can an MSP automate QBR preparation?
What parts of QBR preparation an MSP can automate, from pulling ticket and security data to AI-drafted summaries, and what still needs human review.
How do you run a QBR meeting with a client?
How to run a client QBR meeting: who attends, a practical agenda, presenting results, recording decisions and following up afterwards.
How do MSPs build client reporting?
How MSPs build client reporting that gets read: choose the audience, connect the data sources, pick a cadence and explain what the numbers mean.
What are the best reports for an MSP to send clients?
The reports worth sending MSP clients, from service and security summaries to device lifecycle, compliance and budget reports, with reader and cadence.
Which metrics should MSPs report to clients?
The metrics worth putting in front of MSP clients, grouped by service, security, assets and spend, and the ones to leave in internal dashboards.
What is the best client reporting software for MSPs?
A sourced shortlist of client reporting and QBR software for MSPs, the criteria to compare them on and where each option fits.
Should MSPs give clients a live dashboard instead of reports?
When a live client dashboard works better than a periodic report, when it does not, and how MSPs combine both without overwhelming clients.
vCIO & planning
04 answersWhat is a vCIO?
A vCIO is a virtual chief information officer: an MSP advisor who plans a client's technology, budget and risk. What the role covers and how it works.
How does an MSP start offering vCIO services?
How an MSP starts a vCIO service: define the offer, pick the first clients, set a meeting rhythm and give clients a roadmap they can follow.
How do MSPs build a technology roadmap with clients?
How MSPs build a client technology roadmap: assess the current state, prioritise risks and projects, attach budgets and review the plan together.
How do MSPs help clients plan an IT budget?
How MSPs help clients plan IT budgets: recurring costs, licences, hardware refresh and projects, laid out by month and tracked against actuals.
Compliance & security
04 answersHow can MSPs show clients their compliance status?
How MSPs can let clients check compliance status, evidence and open remediation items on demand instead of waiting for an emailed report.
How do MSPs use CIS Benchmarks with clients?
What CIS Benchmarks are, how MSPs use them to measure client configurations and how to report progress in language clients understand.
How can MSPs help clients prepare for NIS2?
What NIS2 asks of in-scope organisations, where an MSP can help clients prepare and how to track that work with clients without overstating it.
How can MSPs deliver security awareness training to clients?
How MSPs deliver security awareness training to client staff, track completion and show clients the results inside the portal they already use.
About MSPortal
04 answersHow much does MSPortal cost?
MSPortal pricing: a flat monthly minimum for up to five client companies, then per-company volume pricing with unlimited technicians, users and AI.
Which PSA platforms does MSPortal integrate with?
MSPortal integrates with ConnectWise Manage, HaloPSA, Autotask and Syncro. What syncs, what can be written back and how often data updates.
Does MSPortal have an API or MCP server?
MSPortal has a remote MCP server for AI clients and a REST Public API. What each covers, how sign-in and permissions work, and when to use which.
What does AI do in MSPortal?
The specific jobs AI does in MSPortal, from ticket drafting and report summaries to compliance notes, and where a person reviews the result.
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