Autotask 2025: A breakthrough year for speed and scale
If 2024 was the year AI reshaped IT operations, 2025 was the year Autotask brought it all together.
From smarter billing and automated ticketing to a modernized interface designed for the way you work today, this year’s releases delivered some of Autotask’s most impactful improvements yet. And IT teams took notice, with top-tier recognition from G2, Capterra and Software Advice underscoring Autotask’s position as a leader in PSA software.
Here’s a look back at the innovations that made 2025 one of Autotask’s biggest years ever — and how they help teams save time, reduce friction and run more profitable, scalable IT services businesses.
A smarter way to manage client relationships: Umbrella Contracts
Managing multiple agreements for the same client has long been one of the most complex aspects of running an IT services business. In 2025, we changed that.
Umbrella Contracts, introduced in the 2025.5 release, give you one unified container for everything — managed services, time and materials, project work and more — so you can manage client agreements holistically instead of hunting across multiple contract screens.
Why customers love it
- One contract, total clarity: View every service, change and activity in one place. No more jumping between separate agreements.
- Cleaner billing with fewer errors: In-frame drawers, inline editing and advanced table filters turn contract management into a streamlined workflow, not a scavenger hunt.
- Roll out at your pace: Use Umbrella Contracts for new clients immediately while keeping existing agreements intact until you’re ready to migrate.
It’s simpler, more organized and reduces risk — which means more predictable billing and better client conversations.
A modern Autotask experience: The new UI arrives
Autotask’s biggest visual and usability transformation in more than a decade launched in 2025. Built on the Kaseya Design System, the new interface delivers a cleaner, more intuitive experience that reduces clicks, maintains context and helps technicians stay focused.
What changed
- Collapsible left navigation for more screen space and faster access
- Reorganized top navigation with simplified icons
- Improved search, with global search coming soon
- Refreshed dashboards with drag-and-drop widget resizing
- Updated Worklist panel to keep priorities front and center
The new UI eliminates friction and supports how modern service teams work. Whether you’re managing projects, reviewing tickets or billing clients, everything feels faster, clearer and more consistent across the entire IT Complete platform.
This refresh is just the first step — with more streamlined grids, inline editing, enhanced previews and bulk updates coming next.
Financial workflows reimagined: The new Accounting Hub for QuickBooks Online
The 2025.3 release delivered a long-awaited upgrade: a future-proof, Autotask-built connector for QuickBooks Online. Designed for speed, stability and flexibility, the Accounting Hub ensures your billing stays accurate, synced and audit-ready.
Key improvements
- Faster, more frequent syncing
- Better control of customer, vendor and item mapping
- Multi-user access
- Expense syncing and error logs directly inside Autotask
- Intuit-approved connector built for long-term evolution
Combined with improved Automated Sales Tax (AST) syncing from QuickBooks Online, this update reduces manual corrections and keeps Autotask, QuickBooks and ConnectBooster aligned end to end. For MSPs operating on monthly billing cycles, this upgrade is a game changer in reducing rework and maintaining accuracy at scale.
AI that works behind the scenes: Smart Ticket Triage
As ticket volumes grow, speed and accuracy matter more than ever. This year, Autotask introduced Smart Ticket Triage, powered by Cooper Copilot AI, to remove repetitive triage work from your technicians’ queues.
How it transforms service delivery
- Automatic categorization and prioritization based on historical patterns
- AI-driven detection of related or duplicate issues instantly
- Less manual work so technicians can focus on solving problems
- Faster resolution times through visibility into past successful fixes
- Scales with your ticket volume and improves the more you use it
Coming next: Smart Ticket Assignment, which will route tickets to the best-fit technician based on workload and expertise — further reducing bottlenecks and accelerating service delivery.
Award-winning momentum: Capterra, Software Advice & G2 Recognitions
Customers didn’t just use Autotask in 2025 — they relied on it, talked about it and consistently ranked it among their top tools.
Capterra and Software Advice
Autotask earned spots on multiple 2025 Shortlists, including:
- Managed Service Providers (MSP)
- Professional Services Automation (PSA)
These recognitions reflect consistent product quality, strong customer sentiment and real-world impact.
G2 Winter 2026 awards
Autotask achieved a 97% satisfaction score and a 97% market presence score, placing it firmly in the Leader quadrant for PSA platforms — powered entirely by customer reviews.
Here’s what G2 reviewers said:
- “Overall, my experience with Autotask has been extremely positive, so much so that I would recommend it with a perfect 10 out of 10 rating.”
- “Autotask is the bread winner of all of the helpdesk systems; it’s the forerunner and the best of all the product lines I have ever had to use in my career.”
- “I use Autotask daily and it processes over 300 tickets a day. The integration to other products and the new user interface has made Autotask so much more intuitive.”
Looking ahead
2025 was transformative, but it’s only the beginning.
In 2026, expect deeper automation, expanded UI modernization, next-level contract workflows and more AI-driven enhancements that make Autotask the smartest, most efficient PSA on the market.
See how Autotask’s 2025 upgrades can help your team work faster and scale smarter. Request a personalized demo today.
