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Show the work for each customer

Download branded quarterly reviews on demand, send monthly security summaries, and request stored evidence packs with freshness receipts that customers download from their support thread.

Start as an MSPRead about framework mapping
Example data

Contoso Dental

Security evidence pack

Produced by Harbor IT

Fresh 12 Oct 2026

2 reads

  • MFA enforced for administratorsPass
  • Legacy authentication blockedFail
  • Guest access reviewNot read
A stored security evidence pack with its producer, freshness date and read count.

Showing customers your value takes hours.

Evidence lives everywhere, and dates need checking again, so a customer report takes hours to assemble.

What you get

1

On-demand QBRs

Download branded quarterly reviews on demand and send monthly security summaries.

2

Freshness receipts

Request a stored security evidence pack with a data-freshness receipt and download it from its support thread.

3

Customer requests

Customers sign in with Microsoft to view and reply to the requests their service membership permits.

How it works

  1. 1

    Start with the customer

    Use the customer's findings and available scoped inventory.

  2. 2

    Build the report

    Download a branded quarterly review on demand and send monthly security summaries.

  3. 3

    Keep the evidence

    Request a stored evidence pack with a freshness receipt; customers download it from their support thread.

What needs setup

Connect the customer through administrator consent before collecting its configuration.

Limits

Framework mapping covers CIS Microsoft 365 Benchmark, CISA SCuBA, SOC 2, ISO 27001, HIPAA, NIS2, GDPR control families; it is not certification.

Quarterly reviews are generated on demand; scheduled delivery is the monthly security email.

Related documentation

Start as an MSPRead about framework mapping

Connect a customer with administrator consent, then review the findings and service work in your console.