IT services / MSP software, built around HIPAA, CPA and per-device / per-seat managed-contract billing

Arkathos gives a iT services a workspace tailored to how the work actually runs — This workspace is built around the SLA-driven helpdesk queue, recurring per-device managed-service contracts, and on-site field dispatch. Arkathos tailors a iT services workspace around 5 agents: Guardhouse, Sentinel, Treasury, Quartermaster, Herald.

Compliance a iT services can't afford to miss

Watchtower tracks every license, bond, insurance policy, and continuing-education requirement for a iT services, with renewal cadences and staged reminders so nothing lapses.

• A iT services must maintain a Business registration / annual (or biennial) report, through the State Secretary of State (business filing office), which renews every year.
• A iT services must maintain a Low-voltage / electronic security (alarm) installer license (only if installing security/surveillance, access control, fire/burglar alarm, or structured cabling), through the State licensing agency (e.g., NJ Fire Alarm/Burglar Alarm & Locksmith Advisory Committee; NY Dept. of State Div. of Licensing Services; CA BSIS / CSLB; TX DPS Private Security Bureau), which renews every two years.
• The Low-voltage / electronic security (alarm) installer license (only if installing security/surveillance, access control, fire/burglar alarm, or structured cabling) carries a continuing-education requirement of 8 hours every two years (8h Alarm/low-voltage technical (incl. National Electrical Code)).
• A iT services must maintain a CompTIA A+ certification, through the CompTIA, which renews every 3 years.
• The CompTIA A+ certification carries a continuing-education requirement of 20 hours every 36 months (20h CEUs aligned to exam objectives).
• A iT services must maintain a CompTIA Security+ certification, through the CompTIA, which renews every 3 years.
• The CompTIA Security+ certification carries a continuing-education requirement of 50 hours every 36 months (50h CEUs aligned to exam objectives).
• A iT services must maintain a CISSP (Certified Information Systems Security Professional), through the ISC2 (formerly (ISC)²), which renews every 3 years.
• The CISSP (Certified Information Systems Security Professional) carries a continuing-education requirement of 120 hours every 36 months (90h Group A (security domain CPE) – minimum, 30h Group A or B (professional development) – remainder).
• A iT services must maintain a Cisco CCNA certification, through the Cisco Systems, which renews every 3 years.
• The Cisco CCNA certification carries a continuing-education requirement of 30 hours every 36 months (30h Cisco Continuing Education credits (or qualifying re-exam)).
• A iT services must maintain a SOC 2 Type II report (annual independent attestation), through the AICPA framework (SSAE 18 / AT-C 205); report issued by an independent licensed CPA firm, which renews every year.
• A iT services must maintain a PCI DSS validation (SAQ or Report on Compliance – only if storing/processing/transmitting cardholder data), through the PCI Security Standards Council (validated via QSA / self-assessment per card-brand programs), which renews every year.
• A iT services must maintain a Technology Errors & Omissions (Tech E&O) / Professional Liability insurance, through the Private insurance carrier, which renews every year.
• A iT services must maintain a Cyber Liability insurance (critical for MSPs), through the Private insurance carrier, which renews every year.
• A iT services must maintain a General Liability insurance, through the Private insurance carrier, which renews every year.
• A iT services must maintain a Workers' Compensation insurance, through the Private insurance carrier (state-mandated once you have employees), which renews every year.

Everything Arkathos runs for a iT services

These are the agents set up first for a iT services — and because it's one platform, every plan includes all 16 Arkathos agents. Also included whenever you need them: Scribe, Courier, War Room, Armory, Marshall, Mint Warden, Vault Keeper, Watchtower, Bulletin Board, Client Portal.

• Guardhouse — Support ticketing, Knowledge base & FAQs, Canned replies & auto-resolve, Customer satisfaction tracking.
• Sentinel — Contact & lead management, Deal / estimate pipeline, Task & follow-up tracking, SMS & email outreach, Pipeline reporting.
• Treasury — Invoicing & payment collection, Expense tracking, Accounting & bookkeeping, Business tax prep & filing, Recurring billing & subscriptions, Financial dashboards & reports.
• Quartermaster — Online booking & appointments, Calendar & availability, Events & waitlists, Automated reminders, Job dispatch & scheduling.
• Herald — SEO & get-found content, Social media scheduling, Email & newsletter campaigns, Brand voice & content studio, Review & reputation growth, AI-overview & directory visibility.

Your tailored iT services workspace

These are net-new, iT services-specific capabilities — not a generic CRM bolted onto your industry.

• Per-device / per-seat managed-contract billing (Treasury): Managed-service agreements priced per endpoint/user/server with a monthly true-up driven by the live managed-asset count and automatic recurring invoices — the MSP's MRR backbone, which flat invoicing cannot model.
• Tiered SLA timers & escalation (Guardhouse): Per-contract SLA response/resolution targets by ticket priority and a business-hours calendar, with breach escalation and CSAT. MSP contracts are sold on SLA, so the timer and breach proof are the product, not a nicety.
• Managed IT-asset / RMM inventory (Armory): Track managed devices per client — serials, warranties, software licenses and renewal dates — so the asset count feeds per-device billing and warranty/license expirations raise alerts. The verticals doc flags Armory as relevant only for this sub-type.
• Field-service work orders (Dispatch): On-site job tickets linked to the originating Guardhouse ticket, with tech routing on the Board, on-site time capture, and a path back to billable hours or contract coverage.
• Per-client documentation vault (Sentinel): Structured per-client runbooks, network diagrams and a credential/config index that a tech opens straight from the ticket — the documentation layer MSPs otherwise keep in a separate IT-glue tool.

The agents and tabs you get

Guardhouse for a iT services surfaces Overview, Tickets, Pending approvals, Knowledge base, Canned, Chat. Sentinel for a iT services surfaces Overview, Contacts, Tasks, Chat. Treasury for a iT services surfaces Financial sheet, Invoices, Transactions, Sales tax, Draft estimate, Chat. Quartermaster for a iT services surfaces Dispatch, Chat. Herald for a iT services surfaces Brand voice, Compose, Schedule, Get found, Directories, ✦Studio, Chat.

Frequently asked questions

best all-in-one software for a small msp

Unified PSA+RMM platforms like Atera, Syncro and NinjaOne dominate for device monitoring, ticketing and billing. For the business side—CRM, quoting, invoicing, scheduling, payroll and compliance—Arkathos runs it at flat pricing with no per-seat fees.

do i need both psa and rmm for my msp

Usually yes: RMM monitors and patches client devices, while PSA handles tickets, contracts and billing. Small shops often start with RMM, then add PSA so alerts auto-create billable tickets. Integration is what prevents untracked, unbilled work.

how much does msp software cost per technician per month

RMM/PSA tools run roughly $50–$150 per technician monthly, often $120–$180 for all-in-one billed annually (Atera ~$129–$219, Syncro ~$129–$179). Costs typically scale with team size, not device count.

per user vs per device pricing for managed services

Per-device charges a flat fee per machine (~$50–$100/mo); per-user covers all of one person's devices (~$50–$100/user). Per-user is trending as clients go cloud-first, and many MSPs blend both. Arkathos can invoice either model.

what compliance do msps need soc 2 hipaa cmmc

It depends on your clients: SOC 2 for trust/cloud, HIPAA for healthcare PHI, CMMC/NIST 800-171 for defense contractors, plus PCI DSS, ISO 27001 and GDPR. Arkathos tracks obligations and deadlines but doesn't replace a security audit.

how do i bill clients monthly for managed it services

Most MSPs use flat recurring monthly retainers priced per user or per device, invoiced automatically, with contracts reconciled to billing in a PSA. Arkathos automates recurring invoices, estimates and payment collection without per-seat fees.

how to write a managed services agreement and quote for a client

An MSA should define scope, SLA response times, billing and late fees, renewal, termination and remote-access/data terms; three-year terms are common. Quoting tools like Quoter and QuoteWerks add e-signatures. Arkathos generates estimates, proposals and documents.

best software to start a one person it services business

Solo operators favor flat-rate unified platforms (Atera, Pulseway) so RMM, ticketing and billing share one client record. For finances, CRM, scheduling and marketing without per-seat fees, Arkathos consolidates the back office in one platform.

do i need a crm for my it services business

Yes—tracking leads, clients, contracts and renewals prevents lost revenue once you scale past a few accounts. Many MSPs use their PSA's built-in CRM. Arkathos includes a CRM plus quoting, invoicing and scheduling in one flat-priced platform.

What licenses and insurance does a iT services need?

Arkathos tracks 12 items for a iT services, including Business registration / annual (or biennial) report, Low-voltage / electronic security (alarm) installer license (only if installing security/surveillance, access control, fire/burglar alarm, or structured cabling), CompTIA A+ certification, CompTIA Security+ certification. Each renewal and expiration is monitored in Watchtower with staged reminders.

What continuing education is required for a iT services?

The Low-voltage / electronic security (alarm) installer license (only if installing security/surveillance, access control, fire/burglar alarm, or structured cabling) carries a continuing-education requirement of 8 hours every two years (8h Alarm/low-voltage technical (incl. National Electrical Code)). The CompTIA A+ certification carries a continuing-education requirement of 20 hours every 36 months (20h CEUs aligned to exam objectives). The CompTIA Security+ certification carries a continuing-education requirement of 50 hours every 36 months (50h CEUs aligned to exam objectives). The CISSP (Certified Information Systems Security Professional) carries a continuing-education requirement of 120 hours every 36 months (90h Group A (security domain CPE) – minimum, 30h Group A or B (professional development) – remainder). The Cisco CCNA certification carries a continuing-education requirement of 30 hours every 36 months (30h Cisco Continuing Education credits (or qualifying re-exam)). Watchtower logs hours by category and flags shortfalls before the deadline.

Which Arkathos agents does a iT services get?

Arkathos tailors a iT services workspace around 5 agents: Guardhouse, Sentinel, Treasury, Quartermaster, Herald.

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