Companion to: How to choose an IT company, and what a fair contract looks like

Important accounts master list

If your IT company disappears or a key person leaves, this list is what keeps your office running. Fill it in and keep it somewhere safe.

OfficeLast updated

Your important accounts

Write down where each account lives and who can get into it. Do not write passwords on this sheet; keep those in a password manager.

Account	Company or website	Admin login (username only)	Who has access	Renews
Domain name (your web address)
Website hosting
Email administration
Internet provider
Phone system
Online banking
Payroll
Accounting software
Backup service
Antivirus or security software
IT company
Cyber insurance

Keep it useful0/4

Store this sheet somewhere locked, and keep a second copy off-site
Make sure at least two trusted people in the office can get into the critical accounts
Update it whenever someone leaves or you change a provider
Review it once a year, and check the renewal dates so nothing lapses by accident

Notes

Never write passwords on a printed list. Keep them in a password manager, and record only where each account lives and who can reach it. Free from smalltownsysadmin.com

From Small Town Sysadmin. Free to print and share. More at Free checklists.