Kaseya Community

Opinions on Client Document Management

  • Just curious on how everyone handles their client information out there as MSP's.Looking for new ways to implement our storage of stuff.

    This can be information such as passwords, network diagrams, disaster recovery, licences, documentation, daily/weekly/monthly checks of backups/audits.

  • It's all in our CRM -- Tigerpaw11

  • Ours is in ConnectWise and SharePoint.