Help Center

Getting Started

• audIT Quickstart Guide
• Welcome to audIT!
• Using audIT for the First Time
• Running Your First audIT - Video Training
• Glossary of Terms

FAQs

• How do I update my credit card?
• Can I import data?
• Changing my subscription
• Do you have any testimonials?
• How do I add a client or prospect?
• How do I add or edit summary statements?

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The audIT

• Creating an audIT
• Printing an audIT
• Recording a Win
• Managing audIT Items
• Working with audIT Item Categories
• Working with audIT Templates

Companies

• Creating an audITee
• audITee Notes
• audITee MRR and BRS
• Using audITees with Third-Party Connections

Users

• Creating an audITor

Advanced Usage

• Business Review Schedules (BRS)
• Dark Web ID Integration
• Datto Integration
• IT Glue Integration
• Securing Your Account with Two-Factor Authentication
• Setting Up Your PSA Integration

Things Lawyers Make Us Write

• Privacy Policy
• Terms of Service

Webinars

• How to use the Rapid Assessment - October 2020
• Selling in the cloud with Sandler Partners - July 2020
• Nailing the ten-minute call with Robin Robins - July 2020
• MSP panel discussion on selling IT services - June 2020
• How to offer co-managed IT services with Bob Coppedge - June 2020
• How audIT founder Frank DeBenedetto uses audIT in his MSP - June 2020

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Demos

• A quick look at audIT 2.0

Case Studies

• How David Henderson uses audIT at the Altus Group - March 2019

MSP Sales Academy with Datto

• Cold Calling
• Filling Your Pipeline
• Mindset and Personal Brand Building
• Mindset and Why Sales Can Be So Hard
• Tools to Help You Sell
• Tracking Sales Progress

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