Skip to content
MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Your team calling.
Your clients confident.

Technician Verification
VerifiedFromCodeCreated ↓TicketActions
739 204#1042

1–20 of 5,109‹ ›

MSP Process lets your clients confirm an inbound caller is your technician before granting access, with one click and instant confirmation through patent-pending verification. Voice-phishing attacks impersonating MSP technicians are up 500% this year.

Increase in technician impersonation attacks
500%
Time to confirm your technician
< 5s
Other platforms offering this verification
0

WHY IT MATTERS

Familiar voices.
Confirmed identities.

Your clients get a way to check who's calling before following instructions or giving access to their systems. An impersonator can borrow your technician's name and ask for the same access your clients would normally give your team.

The attack, without Tech Verification

Trust becomes the breach.

Unknown caller

Says: Mike, Harbor IT

  1. 01

    Calls a client employee out of the blue.Attacker

  2. 02

    "Hi, this is Mike from IT support, issue on your machine."Pitch

  3. 03

    Doesn't question it, that's how real support calls sound.Client

  4. 04

    "Can you give me remote access so I can fix it?"Attacker

  5. 05

    Complies, attacker has full access.Client

  6. 06

    Data exfiltrated, ransomware deployed, you're liable.Breach

Six-figure incident. Insurance fight. Client lost.

Protected, Patent Pending Reverse Verification

Trust verified, every time.

Unknown caller

Says: Mike, Harbor IT

  1. 01

    Claims to be a technician from your MSP.Caller

  2. 02

    Opens MSP Process, Teams, SMS, branded portal.Client

  3. 03

    Requests a real-time technician verification code.Client

  4. 04

    Can't retrieve the matching code, no PSA access.Attacker

  5. 05

    Ends the call, attack stopped cold.Client

  6. 06

    Failed verification logged in PSA, real tech notified.System

    PSA ticket attached
Zero impact. Documented. Insurance-ready.

HOW IT WORKS

Your client checks.
Your technician confirms.

Your client starts the check, and only an authenticated MSP Process technician can see the matching code inside the active PSA ticket.

  1. Your technician calls

    Your technician contacts your client about a support request, whether it's a scheduled callback, a response or a proactive call.

  2. Your client opens verification

    Your client opens your branded verification page, Microsoft Teams, SMS or Client Portal on any device, with no installation needed.

  3. A matching code

    Your technician sees the matching code inside the PSA ticket, then reads it aloud or sends confirmation to the client's page.

  4. Confirmation in your ticket

    We confirm your technician's identity and record who was verified, when and how, directly in the associated PSA ticket.

CHOOSE YOUR FIT

Familiar places.
The same identity check.

Tech Verification lets your clients check through your website, Teams or Client Portal, while your technician can send confirmation directly from your PSA.

  • Verification in Microsoft Teams

    Your client taps Verify Tech in Microsoft Teams, notifying your technician and receiving a matching code in the same chat.

    • Verification requests from client chats
    • Request notifications for your technician
    • Matching codes in the same chat
    In-chat
  • Your branded verification page

    Your clients enter a name on your website's Verify Tech page, complete a human check and receive a live technician identity code without logging in.

    • Your branding on the page
    • Name entry and human check
    • Live codes without a login
    Public-web
  • Verification in Client Portal

    Your clients tap Tech Verification inside your branded Client Portal to see a code tied to the active support ticket.

    • Your MSP's own portal branding
    • Verification inside the familiar portal
    • Codes tied to active tickets
    Branded portal
  • Confirmation from your PSA

    Your technician sees the matching code in ConnectWise, HaloPSA, Autotask or your PSA, then reads it aloud or sends confirmation to the client's page.

    • Matching codes inside your tickets
    • Spoken confirmation during the call
    • Confirmation sent to client pages
    PSA-embedded

WHAT YOU KEEP

Every check recorded.
Ready for client conversations.

We automatically record successful and blocked verification attempts against the associated PSA ticket, giving your team evidence for client briefings, compliance reviews and cyber-insurance.

  • Your ticket's verification record

    We capture each successful or blocked attempt with its timestamp, method, technician identity and ticket number in a tamper-evident record retained 7 years.

    • Successful and blocked verification attempts
    • Timestamps and methods for each attempt
    • Technician identities and associated ticket numbers
  • Evidence for client briefings

    Your team can use verification activity from the audit log to brief clients on threats and show how you check identity before access.

    • Verification activity from your audit log
    • Evidence for your client briefings
    • Identity checks before client access
  • Evidence for insurance reviews

    We provide a tamper-evident, exportable verification log your team can use as evidence for cyber-insurance reviews and HIPAA / SOC 2 / CMMC questionnaires.

    • Exportable records of verification activity
    • Tamper-evident evidence for insurance reviews
    • Supporting records for compliance questionnaires

INSIDE YOUR RECORDS

Your verification log, 30 days

47
Verification checks, 30 days
46
Confirmed technician identities
1
Blocked impersonation attempt
03/17 11:3303/17 11:33P. LeonardSarah M. via TeamsSarah M. via TeamsVerified
03/17 13:1003/17 13:10M. WilsonBob K. via SMSBob K. via SMSVerified
03/18 09:2203/18 09:22UnknownLisa R. via SMSLisa R. via SMSBlocked
03/18 14:4503/18 14:45T. PatelMike T. via PortalMike T. via PortalVerified
03/19 10:0803/19 10:08A. LeeJane W. via TeamsJane W. via TeamsVerified

Blocked impersonation attempt, 03/18 09:22

IN PRACTICE

Tech Verification in use.
Results from MSP teams.

100%
Caller identity verification coverage
Every inbound tech call gets the verification option, no exceptions, no opt-out.
< 5s
Time to verify identity
From client tap to confirmed match. Faster than a sentence of small talk.
0
Successful impersonation attempts
In the customer base running the verification flow. Zero. Confirmed by post-incident review.
7 yr
Verification record retention
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.”

William McCormack

CEO, Invictus

SEE IT TOGETHER

Your team's next call.
Your client's own check.

Book a demo, and we'll show how Tech Verification connects to a sample tenant and PSA workflow. Our patent-pending system is available now, giving your clients a way to confirm your technician's identity before granting access.

  1. Walkthrough

  2. Product walkthrough

  3. Your quote

We'll help you get set up.