Your professional services automation (PSA) solution is at the heart of your MSP practice. The Datto Autotask PSA team has been hard at work on the latest quarterly release, adding several new updates to make it even more secure, efficient and responsive to your needs.

Autotask PSA is a powerful, intuitive cloud-based PSA platform that provides a singular view of the entire business. By centralizing MSP business operations, Autotask PSA enables you to make data-driven decisions to improve service, productivity and profitability.

The 2022.1 Autotask PSA release is now available, with significant improvements to inventory, security and sales tax functionality. Here are the latest additions:

Inventory restructure

The ability to better track and manage your inventory reduces sales friction, enabling proactive management and optimization of inventory stock. Autotask PSA’s Inventory feature tracks the items that you have in stock to resell to your customers. The 2022.1 release provides enhanced tracking and reporting capabilities to better manage and evaluate your inventory.

Now you can: ​

• Introduce stocked items for better tracking of your inventory products

• Enable tracking of multiple vendor purchase orders

• Benefit from improved reporting and analytics capabilities

Client Portal two-factor authentication (2FA)

A security-first approach is fundamental to all Datto solutions. 2FA is an additional security layer that addresses the vulnerabilities of a standard password approach. With the newly added 2FA on Autotask PSA, you can:

• Enable multi-factor authentication for client portal admins if you choose not to mandate from the MSP side

• Easily view who has this feature configured

• Conveniently reset authentication if needed

TaxJar integration

Sales tax automation is a must for multi-jurisdiction regions (for US and Canada only) due to the time savings for MSPs (no calculations required) and compliance to regional tax laws. Autotask PSA is now integrated with TaxJar, a cloud-based sales tax compliance platform. Use TaxJar to:

• Enable tax compliance for those dealing with multiple jurisdictions

• Simplify tax calculations

• Save valuable time

In addition, Autotask PSA has been updated with 20+ enhancements inspired by you, our MSP user community. We are constantly soliciting your feedback to make Autotask PSA even better, and we’ve acted on your insights with new improvements that include:

• Expanded Microsoft Teams scheduling capabilities

• Ability to import invoice preferences versus updating one by one​

• Refactored contract wizards​

• Ability to import additional data fields related to your tasks

Looking for a PSA platform to help grow your business by unifying Document Management, Service Desk, CRM, Procurement, Billing, and Reporting behind a single pane of glass? Learn more about Autotask PSA today.

Source: Datto