Microsoft Teams
Client opens Teams and taps Verify Tech. Request pings your tech and returns a matching code back to the same Teams chat. Zero app switching.
In-chatVoice-phishing attacks impersonating MSP technicians are up 500% this year. MSP Process is the only platform in the world that lets an end user verify an inbound caller is actually your tech — before granting any access. One click. Instant confirmation. Patent pending.
Attackers have discovered the most powerful social engineering vector in the MSP market: your clients trust your technicians unconditionally. They pick up. They do what's asked. They don't question it. That trust — the very thing that makes you great at your job — is now a weapon being used against you.
The client initiates the verification — not the technician. That's the critical difference. Attackers can claim to be anyone. They can't generate the real-time matching code that only an authenticated MSP Process technician can see inside the active PSA ticket.
Your technician contacts the client for any support reason — scheduled, reactive, or proactive.
Branded verification page, Microsoft Teams, SMS, or Client Portal. Any device. Zero install. One tap.
Tech sees the matching code inside the PSA ticket — reads it aloud or pushes a one-click confirmation back to the client page.
Identity confirmed. Interaction logged to the PSA ticket — who, when, how, and what was verified.
Whether the client wants to verify from your website, inside Teams, through the Client Portal, or have the technician push a confirmation directly from the PSA — Tech Verification meets them where they already are.
Client opens Teams and taps Verify Tech. Request pings your tech and returns a matching code back to the same Teams chat. Zero app switching.
In-chatA branded VerifyTech page on your website. Clients enter a name, pass a quick human check, and get a live tech ID to confirm with the caller — no login required.
Public-webInside your white-labeled portal, users tap the Tech Verification button and instantly see a code tied to the active ticket — branded to your MSP, in the app they already trust.
Branded portalTech sees the matching code inside the ticket in ConnectWise, HaloPSA, Autotask, or your PSA. Push a verification to the client page or read the code aloud.
PSA-embeddedEvery reverse verification — successful or blocked — is automatically logged and tied to the associated PSA ticket. Your compliance team uses this audit data to brief clients, demonstrate Zero-Trust posture, and feed cyber-insurance evidence packs.
Every technician-verification attempt — successful or blocked — captured with timestamp, method, technician ID, and ticket number. Tamper-evident, retained 7 years.
Pull verification activity from the audit log to brief your clients on the threat landscape and demonstrate the Zero-Trust value of working with you.
The verification log is the artefact your insurer asks about — tamper-evident, exportable, and feedable into HIPAA / SOC 2 / CMMC questionnaires.
| Date · Time | Tech | Client | Channel | Result |
|---|---|---|---|---|
| 03/17 11:33 | P. Leonard | Sarah M. | Teams | ✓ Verified |
| 03/17 13:10 | M. Wilson | Bob K. | SMS | ✓ Verified |
| 03/18 09:22 | Unknown | Lisa R. | SMS | ✗ Blocked |
| 03/18 14:45 | T. Patel | Mike T. | Portal | ✓ Verified |
| 03/19 10:08 | A. Lee | Jane W. | Teams | ✓ Verified |
Every inbound tech call gets the verification option — no exceptions, no opt-out.
From client tap to confirmed match. Faster than a sentence of small talk.
In the customer base running the verification flow. Zero. Confirmed by post-incident review.
Tamper-evident · cyber-insurance ready · CMMC / HIPAA / SOC 2 aligned.
We just implemented MSP Process within our HaloPSA environment for User & Tech Verification. The product is great and has filled a missing gap in our systems. The onboarding process was simple and the support has been fantastic.
The world's only technician identity verification system. Patent pending. Available now. Book a 30-minute demo — we'll wire Tech Verification into your tenant + PSA live and run a verification flow against your team.