Best Document Management Software for ConnectWise Automate

Find and compare the best Document Management software for ConnectWise Automate in 2026

Use the comparison tool below to compare the top Document Management software for ConnectWise Automate on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    N‑able Passportal Reviews
    Top Pick
    N-able™, Passportal™, provides simple, yet secure password management and documentation management that is tailored to the needs of MSPs and ITSPs. The platform is cloud-based, offering channel partners automated password protection. It makes it easy to store, manage, and retrieve passwords and client information from any connected device. N-able™, Passportal™, also offers value-added services products such as Documentation Manager™, Site™, and Blink™. These products promote compliance with industry regulations, protect businesses against data breaches, cybersecurity threats and network vulnerabilities.
  • 2
    Viirtue Reviews

    Viirtue

    Viirtue

    $5/month per user
    Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.
  • 3
    ITBoost Reviews

    ITBoost

    ConnectWise

    $17.00/month/user
    ITBoost is the comprehensive IT documentation software that consolidates everything you need in one platform. It simplifies the management of documentation, KPIs, and client feedback, making the process straightforward. Developed by ConnectWise, ITBoost features a dynamic dashboard that offers the most sophisticated documentation tools available, showcasing the critical metrics from your external systems. With ITBoost, you can effortlessly access all your MSP business applications, including PSAs and RMMs. This solution empowers you to manage your tasks efficiently, all from a single, user-friendly interface. Enjoy the convenience of having all your essential tools in one place for maximum productivity.
  • 4
    IT Portal Reviews

    IT Portal

    IT Portal

    $25 per user per month
    Introducing the ultimate versatile solution for managing Knowledge Bases, Documents, Passwords, and Configurations, whether hosted on our cloud or yours! Clients enjoy seamless access to their documentation both online and offline. This platform is not only favored by Managed Service Providers (MSPs) but also relied upon by IT departments globally. Currently, over 2,500 paying users actively utilize the IT Portal, excluding numerous instances that permit unlimited users. Our cloud services span various regions, including the United States, Canada, the United Kingdom, the European Union, and Australia, while also providing the option to deploy in your own private cloud. As IT teams expand, they often find themselves overwhelmed by disorganized file shares and cumbersome Excel password lists. This solution offers a secure and structured environment that facilitates efficient information access and sharing related to IT infrastructure. The IT Portal effectively minimizes downtime, enhances accountability in documentation, and assures managers and IT professionals of a reliable system. With its robust features, the IT Portal is built to accommodate the evolving needs of growing IT teams, ensuring they stay ahead in an increasingly complex landscape.
  • 5
    SmartShare Reviews
    The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.
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