Bitworks Client Stack Audit

Products

Add Product
NameCategoryVendorDescriptionSetup Checklist
ConnectBooster MSP Enablement Kaseya Payment and client billing portal. Confirm client portal is active, payment methods are configured, invoice sync works, notifications are enabled, and permissions are reviewed. Edit
Datto Portal MSP Enablement Kaseya Datto/Kaseya partner or client portal access. Confirm account access, permissions, client associations, MFA, and reporting/download access. Edit
Kaseya Quote Manager MSP Enablement Kaseya Quoting and proposal management product. Confirm client is configured, templates are available, pricing/catalog items are current, and quote workflow is documented. Edit
Powered Services MSP Enablement Kaseya Kaseya MSP enablement service/product. Confirm service is active, client scope is documented, owner is assigned, and reporting/follow-up process is defined. Edit
myITprocess MSP Enablement Kaseya Kaseya MSP enablement product. Confirm client is assigned, permissions are correct, templates/processes are configured, and reporting is reviewed. Edit
Autotask PSA/Service Desk Kaseya PSA and service desk platform. Confirm client/account exists, contacts are synced, contracts/services are configured, queues are assigned, and ticket routing is correct. Edit
BullPhish ID Security Kaseya Security awareness and phishing simulation platform. Confirm users are synced, campaigns are configured, training is assigned, reporting is enabled, and admins are reviewed. Edit
Dark Web ID Security Kaseya Dark web monitoring and credential exposure monitoring. Confirm domains are configured, alert recipients are set, integrations are working, and recent alerts are reviewed. Edit
Datto EDR Security Kaseya Endpoint detection and response platform. Confirm agents are installed, policies are assigned, alert routing is configured, exclusions are reviewed, and detections are monitored. Edit
Graphus Security Kaseya Email security and phishing defense platform. Confirm mailboxes/domains are connected, policies are configured, alerts are enabled, and quarantine/reporting is reviewed. Edit
Inky Security Kaseya Email security and phishing protection product. Confirm mail flow is configured, banners/policies are active, reporting is enabled, and test messages validate protection. Edit
RocketCyber Security Kaseya Managed security operations and monitoring platform. Confirm integrations are connected, alert workflows are configured, escalation contacts are set, and recent incidents are reviewed. Edit
vPenTest Security Kaseya Automated penetration testing product. Confirm scope is defined, scans/tests are scheduled, results are reviewed, and report link/process is documented. Edit
Uniview Unified Backup Kaseya Unified backup product. Confirm backup jobs are configured, alerts are enabled, restore testing is documented, and reports are linked. Edit
Datto RMM uRMM/Endpoint Management Kaseya Remote monitoring and management platform. Confirm agents are installed, policies are assigned, patching is configured, alerts are routed, and endpoints are reporting. Edit
SaaS Alerts uRMM/Endpoint Management Kaseya SaaS monitoring and alerting platform. Confirm tenants are connected, policies are configured, alert routing works, and risky activity reports are reviewed. Edit