How to Securely Collect Passwords and Credentials from Clients

Asking a client for their website login or social media password is one of the most high-stakes moments in the onboarding process. Doing it over email is not just unprofessional; it's a massive security risk. Here's how to handle it like a pro.

The Wrong Way: Why Email and Texts are Dangerous

Sending sensitive information in plain text over email, Slack, or text messages is a recipe for disaster. These messages can be intercepted, sit in inboxes for years, and are often not deleted. A single data breach could compromise your client's data and destroy your professional reputation.

The Right Way: A Secure, Purpose-Built System

The only professional way to handle credentials is through an encrypted, purpose-built system. A client portal with a dedicated "Secure Credentials" field is the gold standard. Here's why it works:

• Encryption: The data is encrypted and stored securely, unlike plain text in an email.
• Centralization: The credentials are tied directly to the project, not lost in a random email thread.
• Access Control: Only you, the authorized freelancer, can view the credentials within your dashboard.
• Client Trust: Using a secure system shows your clients that you take their data security seriously. This builds immense trust and justifies your professionalism.

How Cliently Handles Secure Credentials

Cliently includes a "Secure Text (Credentials)" item type in the checklist. When your client fills this out, the data is handled with care and is only made visible to you inside the project dashboard. This gives you a safe, reliable, and professional way to collect the logins you need to do your job, without the security headaches.