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, this year delivered some of Autotask's most impactful improvements yet—earning top-tier recognition from G2, Capterra, and Software Advice.

Umbrella Contracts: Managing Client Relationships Holistically

Introduced in the 2025.5 release, Umbrella Contracts provide one unified container for everything—managed services, time and materials, project work, and more. This eliminates hunting across multiple contract screens and gives MSPs:

- One contract, total clarity: View every service, change, and activity in one place
- Cleaner billing with fewer errors: In-frame drawers, inline editing, and advanced filters streamline workflows
- Flexible adoption: Use for new clients while keeping existing agreements intact

This simplifies management, reduces risk, and creates more predictable billing.

The New UI: Modern, Intuitive, Efficient

Autotask's biggest visual transformation in over a decade launched in 2025, built on the Kaseya Design System:

- Collapsible left navigation for more screen space
- Reorganized top navigation with simplified icons
- Improved search functionality (global search coming soon)
- Refreshed dashboards with drag-and-drop widget resizing
- Updated Worklist panel for priority management

The new UI eliminates friction and supports how modern service teams work—with streamlined grids, enhanced previews, and bulk updates on the horizon.

Accounting Hub: Future-Proof QuickBooks Online Integration

The 2025.3 release delivered an Autotask-built connector for QuickBooks Online designed for speed, stability, and flexibility:

- Faster, more frequent syncing
- Better customer, vendor, and item mapping control
- Multi-user access
- Expense syncing and error logs inside Autotask
- Intuit-approved connector for long-term evolution

Combined with improved Automated Sales Tax (AST) syncing, this update reduces manual corrections and keeps billing systems aligned end-to-end.

Smart Ticket Triage: AI That Works Behind the Scenes

Powered by Cooper Copilot AI, Smart Ticket Triage removes repetitive triage work:

- Automatic categorization and prioritization based on history
- AI-driven detection of related or duplicate issues
- Faster resolution through visibility into past fixes
- Scales with ticket volume and improves over time

Coming next: Smart Ticket Assignment will route tickets to the best-fit technician based on workload and expertise.

Award-Winning Recognition

Capterra and Software Advice

Autotask earned spots on multiple 2025 Shortlists for MSP and PSA categories.

G2 Winter 2026

Autotask achieved a 97% satisfaction score and 97% market presence, placing it in the Leader quadrant for PSA platforms.

G2 reviewers highlighted daily usage of 300+ tickets, seamless integrations, and intuitive design as key strengths.

Looking Ahead

2025 was transformative, but 2026 promises deeper automation, expanded UI modernization, enhanced contract workflows, and more AI-driven capabilities that make Autotask the smartest, most efficient PSA on the market.

Source: Datto Blog