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Customer Portals Integrating with Autotask PSA

In today’s IT landscape, customer portals are essential for managed service providers (MSPs) to deliver seamless service and support. For those using Autotask PSA from Kaseya, integrating a robust customer portal can significantly enhance client satisfaction and operational efficiency. Among the top choices are Invarosoft, DeskDirector, and CloudRadial. Let’s delve into the background, pros, and cons of each solution.


Invarosoft offers a suite of IT service management (ITSM) tools designed to improve customer experience and streamline MSP operations. Founded with the vision to revolutionize IT support delivery, Invarosoft provides a branded IT support app that integrates with Autotask PSA, enabling MSPs to offer a personalized support experience.


  • Custom Branding: Invarosoft allows MSPs to offer a fully branded app, reinforcing their brand presence with clients.
  • User-Friendly Interface: The app is intuitive, making it easy for clients to log and track tickets.
  • Integrated Knowledge Base: Clients can access a comprehensive knowledge base directly through the portal, reducing the volume of support requests.
  • Automated Ticket Logging: Simplifies the ticket logging process, ensuring accurate and timely submissions.


  • Cost: Premium features and customization options can be costly for smaller MSPs.
  • Learning Curve: Some users may find the initial setup and configuration complex.


DeskDirector is a customer service portal specifically designed for MSPs. It aims to bridge the gap between service providers and their clients by providing a platform for communication, ticketing, and knowledge sharing. DeskDirector seamlessly integrates with Autotask PSA, enhancing the overall service delivery process.


  • Enhanced Communication: DeskDirector offers various communication channels, including chat and video, improving client interaction.
  • Client-Centric Features: Clients can easily log tickets, track their progress, and access a self-service portal.
  • Automation: The portal supports automation for ticket creation and routing, reducing manual intervention and speeding up response times.
  • Feedback Mechanism: Clients can provide feedback directly through the portal, enabling continuous improvement in service delivery.


  • Complexity: The extensive feature set may be overwhelming for smaller MSPs or those new to customer portals.
  • Pricing: Advanced features and automation capabilities come at a higher price point, which might not be suitable for all budgets.


CloudRadial is a comprehensive client portal solution tailored for MSPs and IT service providers. It offers a range of features, from ticketing and reporting to client engagement and education, all integrated with Autotask PSA. CloudRadial focuses on providing a holistic view of the IT environment to both MSPs and their clients.


  • Comprehensive Features: CloudRadial offers a wide array of tools, including ticketing, documentation, and performance reporting.
  • Client Education: The portal includes features for client training and onboarding, enhancing client knowledge and reducing support demands.
  • Customization: Highly customizable to match the branding and specific needs of the MSP.
  • Performance Insights: Provides detailed reports and insights, helping MSPs demonstrate value to their clients.


  • Setup and Configuration: The extensive customization options can make the initial setup time-consuming.
  • Cost: Similar to other premium portals, the comprehensive feature set comes with a higher price tag.


Choosing the right customer portal that integrates with Autotask PSA from Kaseya depends on your specific needs and budget. Invarosoft, DeskDirector, and CloudRadial each offer unique strengths that can enhance client satisfaction and streamline operations for MSPs. By evaluating the pros and cons of each solution, you can select the portal that best aligns with your business goals and client expectations. Investing in a robust customer portal not only improves service delivery but also strengthens client relationships, ultimately driving business growth.


In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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