Business Software for Autotask PSA

TurboDocx is an innovative platform that leverages artificial intelligence to streamline document automation and templating, allowing businesses to swiftly produce, tailor, and oversee professional documents and presentations through the use of reusable templates, centralized content, and smart automation features. Users can effortlessly extract data from various sources, including customer relationship management systems, meeting notes, and project management tools, to fill templates with precise and current information, thereby minimizing manual data entry and mitigating the risk of errors. The platform accommodates both AI-driven and manual processes, giving users the flexibility to auto-fill fields, create personalized content sections, and modify tone and style, or compile documents by selecting approved materials from a communal knowledge base to maintain brand coherence. With seamless integration into applications like Microsoft Word, PowerPoint, Google Docs, and various cloud storage solutions, teams can operate within their preferred environments while benefiting from automated document creation, making the overall process more efficient and organized. This adaptability not only enhances productivity but also fosters collaboration among team members.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Field Nation connects businesses to a nationwide network IT professionals for on-site work. Field Nation connects companies and technicians to complete over 1.4MM work orders each year with a 98% success ratio across all U.S. ZIP codes. Our techs have experience working with major chains across the U.S. installing, troubleshooting and repairing the equipment that your customers depend on. This is more than a platform. It's a partnership. Our team will ensure that the talent you choose produces results you are proud of. We are only satisfied when we are. Don't believe everything we say. Your peers can give you business ratings that help you evaluate technicians' work history, experience, and performance for the job you need. You can bridge service gaps by selecting pros who are good in the field and building A-teams with trusted talent. A custom profile will help you market your expertise and make you stand out.

Your team of mobile professionals and telecommuters needs a fast, adaptable, dependable, and fully secure method to access your internal enterprise applications, information, and network resources. They require this capability from any location around the globe, at any hour, and through any compatible device. The Barracuda SSL VPN offers the necessary security and connectivity to facilitate this access, whether through a web browser or virtually any mobile platform. It simplifies the process for remote users who wish to reach internal applications and documents. Unlike conventional VPN solutions, the Barracuda SSL VPN does not necessitate extra client software or complex configurations. Users can log in from home or on the go with just a web browser and an Internet connection. Once logged in, they are greeted with a portal showcasing internal web applications or file shares. Additionally, more sophisticated applications, such as Remote Desktop Services or Citrix XenApp, are accessible for users with Java-enabled devices, ensuring comprehensive support for diverse workflows. This seamless experience empowers remote teams to operate efficiently and securely, regardless of their location.

ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. The system includes electronic sign-off and online payments at no additional cost. ITQuoter manages all aspects of the sales process, including quoting, orders and purchasing.

VARStreet’s InstaQuote sales quoting solution is designed for businesses of all sizes, from a small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. Qquoting application comes with a variety of pre-designed quote templates that can be customized, you can also create your own templates. Please let our support team know about your template needs and they will take care of it. It includes our powerful quoting module along with a FREE CRM, integration with 45+ IT and office supply distributors, and a full procurement module to process orders. You will always have the option to add an eCommerce store and move to a full VARStreet subscription from Instaquote.

VARStreet XC is a cloud-based business management platform. VARStreet XC E-Commerce platform is a responsive, scalable, and flexible application designed for VARS, distributors, and MSPs of all sizes. The platform is integrated with popular payment gateways and shipment carriers. Get unlimited custom pages; Configure Pricing, Catalog, Payment Methods, and Shipment methods based on Logins. Get powerful end-user reporting and a powerful dashboard for every customer. Has a powerful search engine, supports Advanced Search and multiple currencies on the store.

Key Account Management and Advisory Platform that supports both the customer and IT provider. vCIOToolbox assists MSP's to identify technology gaps and meet the requirements of small and large businesses. This will allow you to stay ahead of cyber threats, bad actors, and cyber threats. MSP's, MSSP's, and other service providers can use our consistent, repeatable, and easy process to ensure that their customers have the right technology and that it is aligned with their business goals. Cybersecurity is complex and new threats are constantly emerging. While tools can provide protection, that is only one part of the story. Customers need a Cybersecurity Sherpa. With our GRC tools MSPs and MSSPs can conduct assessments or launch a Compliance as a Service Program to help mitigate risk. This will increase revenue for the provider. You can monitor the satisfaction and performance of your services with those who matter.

VARStreet CRM streamlines your quote management process, empowering your sales team with enhanced control. Through VARStreet CRM, your salespeople can easily track quotes, work on opportunities, add notes and activities, and perform follow-ups, resulting in better insights into quotations and orders. The CRM's advanced analytics facilitate improved follow-up on abandoned shopping carts. This comprehensive overview enables your sales team to excel in their roles, leading to increased sales. Integrated seamlessly with our quoting and eCommerce modules, VARStreet CRM becomes a natural extension of your workflow. It comes at no additional cost, making it a practical choice. Quotations generated within VARStreet automatically create opportunities within the CRM, providing your sales team with greater control. Additionally, when an opportunity is marked as closed (won or lost), the quotes are automatically updated, ensuring seamless synchronization between the two modules.

Thread is the no-code AI Service Desk built specifically for Managed Service Providers (MSPs) who want to modernize operations without adding overhead. It combines conversational AI, triage automation, and unified chat tools into a single platform that connects seamlessly with your PSA systems like ConnectWise, Halo, and Autotask. In just 30 minutes, MSPs can deploy AI agents that automatically handle intake, prioritize tickets, assign categories, and complete time entries. The result: technicians gain back valuable hours, with response times improving up to 5x and resolution times reduced by 78%. Thread’s intuitive inbox interface eliminates refreshes and syncs every ticket, conversation, and update across platforms like Teams, Slack, and Messenger. Its Planner view allows easy scheduling, thread management, and collaboration—all in real time. With agentic triage, you don’t just automate tickets—you deliver smarter, faster service experiences that scale with your business. Designed for modern MSPs, Thread is the ultimate operating system for high-performing service teams.

Active Directory serves as a centralized repository for information regarding various objects within a network, facilitating easy access and management for both administrators and users. It employs a structured data storage approach, which underpins a logical and hierarchical arrangement of directory information. This repository, referred to as the directory, holds details about various Active Directory entities, which commonly include shared resources like servers, volumes, printers, as well as user and computer accounts on the network. For a deeper understanding of the Active Directory data repository, one can refer to the section on Directory data store. Security measures are seamlessly integrated with Active Directory, encompassing logon authentication and the control of access to directory objects. Through a single network logon, administrators are empowered to oversee directory information and organizational structures across the entire network, while authorized users can readily access resources from any location within the network. Additionally, policy-based administration simplifies the management process, making it more efficient even for the most intricate network configurations. This framework not only enhances security but also streamlines resource management, making network operations more effective.

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.

Scheduling meetings is a waste of time. TimeZest seamlessly integrates with ConnectWise Manage to be part of your activity, calendar, and ticketing workflow. TimeZest will take care of the rest. TimeZest schedules for ConnectWise Manage at its finest, empowering clients to find and book the best time for them. Your team's real-time availability is used to make decisions. These choices are confirmed with automatic calendar invites and followed up by non-invasive reminders. ConnectWise Manage automatically updates tickets, allowing for a more natural workflow extension and streamlining the ticket resolution process. It's easy for your staff to schedule clients directly from within ConnectWise Manage with TimeZest

Standardize, secure and scale your IT managed service. Liongard is the only automation platform that gives complete visibility across the stack. This allows you to unleash your team and operate at 10x speed. Logging in manually to manage Internet Domains, SQL servers and all other systems is a tedious task. Unify systems in Liongard for auditing historical data, monitoring critical changes, setting proactive alerts, and reporting across the IT stack. With Liongard's unified platform for automation, you can quickly onboard customers and monitor system changes every day. Liongard's unified platform for automation makes it easier to onboard customers and track system changes daily. Liongard's unified automation platform allows you to access data for business reviews, scoping new project opportunities, and converting customers into Managed Services. Your MSP can be more profitable, efficient, and secure. This includes everything from how you evaluate potential customers to how they protect their systems. Liongard automates the process, minimizing human errors.

Minimize downtime and safeguard your clients' data while reducing expenses. Acronis Cyber Protect Cloud stands out as the sole solution that seamlessly combines cybersecurity, data protection, and management, ensuring the safety of endpoints, systems, and data. This integrated approach simplifies processes, enabling service providers to offer superior protection to their customers at a more affordable price. With cutting-edge cybersecurity measures in place, it features an advanced AI-driven behavioral detection engine designed to thwart zero-day attacks. Additionally, it guarantees dependable backup and recovery options, offering both full-image and file-level backups, as well as disaster recovery solutions and metadata collection for security forensics. The platform is tailored for managed service providers (MSPs), incorporating protection management features such as URL filtering, vulnerability assessments, and patch management to enhance control. In contrast, the conventional array of endpoint protection products suffers from a lack of integration, resulting in greater time demands for management, including tasks like maintaining licenses, installing updates and patches, verifying compatibility following updates, and juggling multiple policies across various user interfaces. By choosing Acronis, service providers can streamline their operations and improve their overall service quality.

CyberFox Password Manager is a centralized password management platform designed for managed service providers and IT departments. It allows teams to securely access and share credentials without relying on unsafe practices like spreadsheets or browser storage. Built with enterprise-grade encryption, the platform protects passwords both in transit and at rest. Secure cloud storage ensures availability while maintaining strong data protection standards. Role-based permissions make it easy to control who can view, edit, or share credentials. Advanced security policies help organizations enforce best practices across all users. The solution integrates smoothly into existing IT workflows without adding complexity. CyberFox Password Manager reduces the risk of credential-related breaches while improving efficiency. Its clean interface simplifies password organization and access. The platform balances affordability with powerful security features.

Our distinctive multi-factor authentication (MFA) system not only minimizes the chances of network outages and data breaches due to lost or compromised credentials, but it also provides this crucial functionality entirely from the Cloud, ensuring effortless setup and management. AuthPoint transcends conventional 2-Factor Authentication (2FA) by exploring creative methods to reliably verify users, and our extensive network of third-party integrations enables you to implement MFA for safeguarding access. In essence, WatchGuard AuthPoint presents an optimal solution at a pivotal moment, making MFA attainable for businesses that urgently require it to thwart potential attacks. The system incorporates a push notification, QR code, or one-time password (OTP) as an extra verification step to confirm your identity, while our mobile device DNA technology aligns with the authorized user's phone when granting access to various systems and applications. Consequently, any malicious actor attempting to replicate a user's device in order to infiltrate a secured system would face an insurmountable barrier. This comprehensive approach not only secures sensitive information but also enhances overall organizational security protocols.

Managing security consistently across various organizations, ranging from distributed enterprises with multiple branch offices to small and midsize businesses (SMBs) with remote employees, can be quite challenging. For both SMBs and distributed enterprises, it is essential to maintain visibility into network and endpoint event data while also being able to efficiently utilize actionable insights to mitigate threats. The integration of ThreatSync, a vital element of Threat Detection and Response (TDR), plays a key role by gathering event data from the WatchGuard Firebox, Host Sensor, and advanced threat intelligence sources. This data is analyzed through a proprietary algorithm that assigns an in-depth threat score and rank, allowing organizations to prioritize their responses effectively. With its robust correlation engine, ThreatSync facilitates cloud-based threat prioritization, thereby equipping IT teams to address threats swiftly and with confidence. Ultimately, this system collects and correlates threat event data from both the Firebox and Host Sensor, enhancing the overall security posture of the organization.

PST files serve as personal email archives for many users, often resulting in their widespread distribution across various devices and network storage, which complicates their discovery and management. With advancements in Microsoft Exchange and Office 365, users are now less reliant on local PST file storage. Nevertheless, the legacy PST files still house vital information that requires proper management to regain control. Barracuda PST Enterprise has been specifically developed to tackle this issue effectively. Organizations may find themselves with vast amounts of data trapped within PST files on user devices and network servers, leading to concerns about reliability due to frequent corruption and loss of these files. The financial implications related to the storage, security, and management of these sizeable files are considerable, impacting both system resources and IT administrative tasks. As such, addressing these challenges is critical for ensuring efficient data management and reducing operational costs.

We provide MSPs with privileged access management, including the protection of customer admin accounts and the security of their customers' identities. CyberQP believes that MSPs can be the only solution for small and medium business cyber security problems. We take our partnership with MSPs very seriously. Create accounts and passwords when technicians need them, with zero-standing privilege and advanced security. Automate tasks, manage admin and service accounts, and automate tasks across environments. Verify the identity of those who call your helpdesk in less than 30 second to protect organizations from internal and outside threats. Your MSP technicians can manage and control who is granted privileged access during specified time periods. MSPs can find it difficult to discover admin accounts and privileged access across their customer base. Our automation makes it easy.

OpenText Core MDR (Managed Detection and Response) gives organizations access to 24/7 cybersecurity expertise without the burden of hiring and retaining an in-house team. The platform continuously monitors networks, endpoints, and systems to detect suspicious activity and reduce the likelihood of a breach. By leveraging advanced analytics, threat intelligence, and human-led investigation, MDR ensures that threats are identified early and remediated quickly. IT teams maintain full visibility into alerts and incidents while relying on OpenText’s SOC analysts for deeper insights and coordinated response. The solution integrates easily with existing security tools, reducing operational complexity and consolidating threat data into a single view. Its expert-driven threat hunting helps uncover hidden risks that automated solutions alone may miss. Organizations gain stronger defenses, faster response times, and better alignment with compliance expectations. Ultimately, OpenText Core MDR helps businesses stay resilient in an evolving threat landscape.

Eliminate the hassle of logging into separate accounts by using a central dashboard that provides visibility into traffic for all your clients. This approach allows you to conduct advanced searches swiftly, thus enhancing your ability to address support tickets efficiently. With just two clicks, you can instantly remove harmful elements and block the sender across your entire customer network. Instead of managing each customer individually, you can establish global rules applicable to all or selected clients in mere seconds. Our solution empowers you to identify and neutralize a wide range of email threats, including business email compromise, spear-phishing, and ransomware, all while being user-friendly and ready to use immediately. Additionally, Mesh ensures seamless synchronization of both your mailboxes and licensing details from Microsoft 365, maintaining alignment between the Mesh billing number and the Microsoft billing number each month. Transitioning email security providers can pose challenges, particularly for larger Managed Service Providers, but our concierge service significantly simplifies the process by handling most of the setup tasks for you. This efficient support not only saves time but also enhances your operational effectiveness, allowing you to focus on what truly matters in your business.

Utilizing API integrations from your current tools, ensure that your controls are properly implemented and operational across all cyber assets. Our diverse clientele spans various sectors, including legal, finance, non-profits, and retail. Many prominent organizations rely on us to identify and safeguard their critical cyber resources. By connecting to your existing frameworks through API, you can establish a precise inventory of devices. In the event of issues, the workflow automation engine can initiate actions via a webhook, streamlining your response. ThreatAware offers an insightful overview of the health of your security controls in a user-friendly layout. Achieve a comprehensive perspective on the health of your security controls, no matter how many you are monitoring. Data generated from any device field enables you to efficiently categorize your cyber assets for both monitoring and configuration tasks. When your monitoring systems accurately reflect your real-time environment, every notification is significant, ensuring that you stay ahead of potential threats. This heightened awareness allows for proactive security measures and a stronger defense posture.

An integrated solution for automated discovery, documentation, password rotation, and diagram creation. Rely on us to handle site assessments. The Network Glue collector identifies every device on your clients' networks, regardless of the manufacturer. It also uncovers Active Directory setups, detailing the AD role for each workstation and server while seamlessly importing AD users from both on-premises and hybrid infrastructures. No more overlooked devices or missing user data. All network devices, alongside user information from Azure AD and Active Directory—be it cloud, hybrid, or on-premises—are systematically documented and refreshed in IT Glue. This also encompasses virtual network components for Hyper-V and VMware environments. Recognizing that not everyone has a knack for design, let Network Glue create intricate network diagrams on your behalf. With distinctive icons that facilitate quick understanding of network layouts, these diagrams are fully synchronized with IT Glue, ensuring that relevant information is readily accessible when a device icon is selected. Moreover, our solution significantly enhances operational efficiency, allowing IT teams to focus on other critical tasks while maintaining accurate network documentation.

MyGlue serves as your centralized collaboration and intranet hub, establishing a direct pathway for effective communication with end-users. Say goodbye to the risks associated with insecure email correspondence, casual exchanges, and isolated discussions. IT experts are now tasked with overseeing an increasing number of devices, data, and user accounts. By incorporating a collaboration and intranet platform into your toolkit, you can effortlessly and securely distribute IT documentation while working alongside end-users. MyGlue is loaded with functionalities that many will find familiar from IT Glue. From the password vault and checklists to robust security features like audit trails, version history, and SOC 2 compliance, MyGlue equips your end-users with all the necessary tools for effective password and document management. The new MyGlue help center simplifies the process of sharing essential documents, including helpful guides and tutorials. Experience a comprehensive solution for handling communication, documentation, and password management throughout your organization and across all teams, ensuring everyone is connected and informed. This seamless integration can significantly enhance productivity and collaboration within your workplace.