How to ask a client for their passwords

The tidy way to ask a client for their passwords: a link with a simple form, no voice notes, photos or screenshots, that closes after it's used.

The problem

When you start with a client you need all their logins. They arrive in pieces, in voice notes, photos and emails; half are missing, and the passwords stay in the chat forever.

How it works

1
Set up the request
From the client in Passfolio, pick the services you need and write a short message.
2
Send the link
Over WhatsApp or by copying it. The client opens it in the browser, without creating an account.
3
The client fills in each service
User, password, link and notes. If the account uses 2FA with an authenticator app, they can add the key.
4
Receive it organized
You get an email and the logins appear in the client's folder, encrypted and marked as new.

Details

The link expires in 1, 7 or 30 days and closes after the first submission.
You can revoke it at any time.
Available on every plan; Free allows one open link at a time.

Features you'll use

A link for clients to send you their logins

Send the client a link to enter their logins in a simple form, without creating an account. They land in the right client in Passfolio, encrypted.

Import your logins from a spreadsheet

Move the logins you keep in an Excel or Google Sheets spreadsheet, or a CSV, into Passfolio. Passfolio recognizes the columns, creates missing clients and never duplicates anything.

2FA codes shared with your team

Store the 2FA key of each client account and anyone on the team with access generates the 6-digit code on the spot, without asking the client.

Frequently asked questions

Is it safer than sending them over WhatsApp?

Yes: passwords don't stay in the chat, they travel encrypted and the link stops working after it's used.

What if the client forgets a service?

Send another link with just what's missing.

Passfolio for social media managers

For social media managers who run several clients' accounts: every login in its place, the 2FA code without texting the client and everything at hand on your phone.

Login manager for marketing agencies

Passfolio is the login manager for digital marketing agencies: each client's logins and cards organized, 2FA shared with the team, a log of who saw what and a tidy handover at the end.

Get your clients' logins in order today

Create your free account in a minute. No card needed.

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