Autotask PSA is a secure, reliable platform centralizing operations and unifying all aspects the business to drive efficiency, accountability & insight
Autotask PSA is a powerful and fully-featured cloud-based platform providing MSPs a singular view of the entire business to centralize business operations. The intelligent and easy-to-use solution helps resolve tickets faster and improves customer satisfaction and profitability by driving efficiency, accountability, and informed decisions.
Datto Autotask PSA currently scores 90/100 in the Professional Services Automation (PSA) category. This is based on user satisfaction (90/100), press buzz (52/100), recent user trends (falling), and other relevant information on Datto Autotask PSA gathered from around the web.
The score for this software has improved over the past month. What is this? |
Editors' Review by the Professional Services Automation (PSA) Software Review Team
Autotask PSA is a powerful and intuitive cloud-based business management software. This management solution consists of a service desk, account management, documentation, project management, resource management, time tracking, billing, inventory, and reporting capabilities. The Autotask solution is designed to streamline IT and give users instant access to analytics, resulting in better MSP operations.
Datto partners will be able to benefit from many different useful features, including organizing workforce security levels and handling to-do lists, appointments, and setting up rules. The ability to benefit from these while adhering to HIPAA and SOC2 guidelines is ideal for ensuring that organizations have the tools they require without fear of non-compliance with any relevant regulations.
The Autotask PSA software comes with a wide array of features that are useful in streamlining IT. Among the key features are the following:
The service desk in Autotask is a powerful feature with numerous options for organizing and reviewing workload. It is also easy to use, so inexperienced users won’t have problems adjusting. Using Autotask PSA’s service desk functionality helps ensure that technicians can effectively hit their SLA targets with an effective ITIL-aligned ticketing module.
The service desk is also automated thanks to the Datto RMM integration. The intelligent RMM monitoring through an alert-to-ticket engine streamlines the process by reducing noise, eliminating duplicates, updating tickets, and helping technicians focus on priority tickets. The RMM monitoring alerts are also automatically routed into the PSA.
Technicians and IT personnel can take efficiency to a new level by using the integrated Datto RMM with Autotask PSA. The integrated RMM solution can help keep an organization’s devices fully updated and support previously established infrastructure.
Technicians and IT staff on the go or on-call can receive critical alerts and updates anywhere thanks to the LiveMobile app. This mobile software is available for both iOS and Android devices.
The LiveMobile app also has access to Autotask PSA dashboards and worklists and supports two-factor authentication and single sign-on for increased access security.
The Autotask PSA solution also allows for one-click overflows, so technicians can have better response times. Only one click from the ticket is necessary to direct the PSA ticket to a relevant device or a remote support session.
All of Datto’s solutions, including the Autotask PSA software, are built to seamlessly integrate with the third-party tools that other MSPs are already using. This ensures that the IT staff and technicians will be able to use the solution without having to worry about any incompatibilities.
Autotask PSA comes with multiple useful management features that are integral to streamlining operations and IT support. Among these management functionalities are the account, project, document, and contract management, as well as their time tracking, inventory, and procurement capabilities.
Autotask PSA is an effective cloud-based business management software with plenty of useful features to streamline different service delivery workflows, making it beneficial for large teams. Among these benefits are the following:
Technicians and IT professionals will be able to enjoy the benefits of using the multitude of features available in the Autotask PSA. The fact that the Datto RMM software is integrated with the software is an added bonus, however, the integration is basic and some problems might present themselves.
Autotask PSA has plenty of attractive features that allow for ticket automation, integration with other platforms, invoicing, billing automation, tracking IT tickets and timesheets, monitoring user issues, and more. This range of features alone makes Autotask PSA an ideal centralized solution to manage MSP items.
Even with Autotask being feature-rich, the platform is still relatively easy to use—the software’s integrated modules have been designed to be user-friendly. The only possible problem present is that it can be slow and requires manual setup.
Many users do mention a steep learning curve regarding the software, especially when making the mistake of customizing a lot of stuff as soon as possible. After becoming familiar with the platform the number of useful features should be enough to offset any learning curve-related problems.
Autotask PSA’s features and an automated service desk effectively aid in productivity by streamlining certain processes. Less noise and duplicates, automated ticket updates, and one-click workflows are instrumental in improving productivity and will make it easier for technicians to check tickets.
Using Autotask PSA, technicians can create tickets, archive client network information, and track the amount of time worked. Autotask also has plenty of different use cases which can be deployed for different tasks. This solution can act as a single platform to track multiple assets used by an organization while effectively improving client relations.
Using Autotask allows for data backups and file restorations, all while complying with HIPAA and SOC2 guidelines. The knowledge that an organization uses regulatory-compliant data archiving solutions can improve people’s brand perceptions which can potentially lead to more clients. As long as businesses and organizations use reliable and compliant data storage software, their chances of being perceived as trustworthy will increase.
Autotask PSA does not come with a large upfront charge, and organizations don’t need to invest in expensive hardware to use the software. The payment is charged on a per-user basis, so the cost can be configured depending on how many people will use the software. Plus, the fee is relatively low.
Autotask PSA currently has no pricing information available until a quote is requested. What is known is that payment is subscription-based, all-inclusive, and priced to increase margins. Autotask PSA does not offer free trials.
One known disadvantage of the software, price-wise, is that it isn’t a good solution for smaller companies with a limited number of employees and clients. Larger companies will see value in the platform, but it will be counterproductive for smaller ones.
Having an easy-to-use all-in-one solution is ideal for many technicians and IT professionals, especially in large companies that place a premium on automation. The Autotask PSA software offers plenty of benefits that can effectively streamline operations.
Some of the issues that users will encounter are the steep learning curve, the relatively high price, some minor glitches, and the unavailability of certain quality of life preferences that technicians will naturally have after years in the industry and from their experience using other solutions. Still, it is a great service for multiple companies and organizations that haven’t experienced using other solutions or have found some better features and integration while using Autotask, especially when considering its compliance with certain regulations like HIPAA.
Product recommendations, vendor rankings, market overview and tips on how to select Professional Services Automation (PSA) software for business. Published in February 2025.
Professional services automation (PSA) software is generally used to help companies in professional service industries manage client projects and resources. These solutions provide an effective way for users such as auditors, contract reviewers, account man...
FREE DOWNLOAD Professional-Services-Automation-(PSA)-Software-Buyer-Guide-2018.pdfThis is a cloud-based software.
The main users of Autotask are technology solution providers with multiple clients using extensive network infrastructures.
This service is generally used as a business management platform specifically designed for technology solution providers.
This service is commonly used in tandem with CRM and accounting applications.
No.
Support: Online Support, Phone Support, Videos, Webinars, and Documentation.
Yes, it provides an API.
Integrations: 6fusion, Agility, Anchor, Athesys, Bomgar, BrightGauge, BVoIP, Client eartbeat, CloudMGR, CNet ChannelOnline, datto, DeskDirector, ECI e-automate, eFolder, ExchangeDefender, FreshBooks, GFI Max, IBM, IDSync, iSell, Kaseya, LabTech, LogicMonitor, MailProtector, Microsoft, Microsoft Dynamics, OpenDNS, Panorama9, QuickBooks, Werks, StorageCraft, TrendMicro, and Xero.
Autotask has a large suite of services that you can choose from, and they all integrate very well. For example, their Endpoint Management service allows us to log into any PC that we manage, and the notes our techs place on their sessions integrates right into the PSA. With everything integrated so well, it's hard to go back to having multiple service providers for our services.
They are a bit sales-heavy, which can be a turn-off, but their sales team is very personable and easy to talk to.
We use it to manage over 2500 devices over 250 dental clients. We've streamlined the way that we provide support, and our techs go into each call with a lot of information that the Endpoint Management system provides. For example, a tech will log into a PC that is acting slowly, and may already know that the problem is disk space because it appears on the report right when they log in.