Growing an MSP is all about balancing the right mix of tools, security, and automation. As a scaling MSP, you need a stack that not only protects client data but also streamlines quoting, billing, and service delivery as you add more accounts.
Starting with cybersecurity, layering in VoIP and UCaaS, and connecting everything through quote-to-cash automation gives you the foundation to grow profitably without adding complexity.
In this guide, we’ll break down the must-have solutions for scaling MSPs — from SOC coverage and identity protection to RMM, PSA, backup, and beyond — with vendor examples and implementation tips.
TL;DR
Lead with cybersecurity that includes a 24×7 SOC and identity protection. Standardize VoIP and UCaaS on a white-label platform with built-in quote-to-cash. Use Microsoft 365 Business Premium with Defender for Office 365 Plan 1 for mail security. Add modern RMM and PSA, attach cloud fax for regulated clients, enforce identity and remote-access hygiene, build BCDR as a baseline, roll out business password management, and source SKUs through a marketplace that syncs to your PSA.
Scaling MSP hack: Viirtue + ViiBE gives partners a free, white-label quote-to-cash platform with usage rating, tax automation, automated invoicing, and the ability to add your own products, plus ConnectWise and QuickBooks integrations.
Consolidating tools and processes here can eliminate multiple paid systems and materially reduce monthly overhead as you scale.
Quick Picks (by domain):
| Domain | Best in Class | Runner Up | Honorable Mention |
|---|---|---|---|
| 1. Cybersecurity | Huntress Managed EDR + Managed ITDR | Coro | Viirtue + Coro via ViiBE |
| 2. VoIP and UCaaS | Viirtue UCaaS + ViiBE | Intermedia Unite | Zoom Up Service Provider Program |
| 3. Email Providers | Microsoft 365 Business Premium + Defender for Office 365 P1 | Google Workspace (Gmail) | Intermedia Hosted Exchange |
| 4. RMM | NinjaOne | N‑able N‑central | ConnectWise Automate |
| 5. PSA | HaloPSA | ConnectWise PSA (Manage) | Datto Autotask PSA |
| 6. Cloud Fax | Viirtue Cloud Fax | Documo (mFax) | Intermedia Web Fax |
| 7. Backup and DR | Datto SIRIS | Veeam Cloud Connect + Service Provider Console | Acronis Cyber Protect Cloud |
| 8. Identity and SSO | Microsoft Entra ID Conditional Access | Okta Workforce Identity | JumpCloud Multi‑Tenant Portal |
| 9. Remote Support and Access | Splashtop for MSP | ScreenConnect with Privileged Access | TeamViewer Tensor |
| 10. Password Management | 1Password Business + SCIM | Bitwarden Provider Portal | KeeperMSP |
| 11. Cloud Marketplace & Distribution | Pax8 | Sherweb Self‑Service Portal | Ingram Micro Cloud |
1. Cybersecurity Platform
Huntress Managed EDR + Managed ITDR
Huntress pairs managed endpoint detection and response with Managed ITDR for Microsoft 365 identities, both backed by a 24×7 SOC. This gives small and midsize clients human‑led triage plus identity signal coverage.
Coro
Coro positions a consolidated SMB security platform and secured a $100 million Series D in 2024, a strong indicator of market momentum in the SMB segment.
Viirtue + Coro via ViiBE
For MSPs standardizing on Viirtue, Coro can be packaged and billed through ViiBE alongside UCaaS and fax, simplifying operations.
2. VoIP and UCaaS
Viirtue UCaaS + ViiBE
ViiBE is free for Viirtue partners and includes quote‑to‑cash, tax automation, usage rating, and automated invoicing. Viirtue documents integrations with ConnectWise and QuickBooks so billing syncs as you scale.
Community signal: Need more convincing? In r/SmallMSP, check out this highly upvoted onboarding thread, which includes a top comment recommending “Viirtue for VoIP (white box solution… makes you good money).”
Intermedia Unite
Intermedia backs services with a financially backed 99.999 percent uptime SLA and J.D. Power‑certified assisted technical support.
Zoom Up Service Provider Program
Zoom launched a Service Provider Program under Zoom Up to let carriers, telcos, and MSPs deliver Zoom communications in a provider model.
3. Email Providers
Microsoft 365 Business Premium + Defender for Office 365 P1
Business Premium includes Defender for Office 365 Plan 1 features such as Safe Links and Safe Attachments for URL rewriting and file detonation.
Google Workspace
Workspace gives centralized administration and a Security Center for threat analytics and policy controls across Gmail, Drive, and devices.
Intermedia Hosted Exchange
Intermedia advertises Cloud Concierge onboarding and a 99.999 percent uptime SLA for hosted Exchange.
4. RMM and Endpoint Management
NinjaOne
Public G2 coverage and vendor materials cite NinjaOne’s leadership and top rankings in Summer 2025 across RMM, endpoint management, and patch management.
N‑able N‑central
N‑central provides centralized third‑party patching and automated patch workflows directly in the platform.
ConnectWise Automate
Automate lists asset discovery, patch management, IT automation, and AI scripting assistance as core capabilities.
5. PSA
HaloPSA
Halo markets all‑inclusive pricing without locked features and emphasizes ITIL‑aligned service management.
ConnectWise PSA (Manage)
ConnectWise documents billing automation and cloud billing features with accounting system synchronization and SLAs.
Datto Autotask PSA
Autotask highlights service desk automation and tight RMM integrations across Datto’s stack.
6. Cloud Fax
Viirtue Cloud Fax
Viirtue provides a branded cloud fax portal tied to ViiBE, so fax is sold and billed in the same system as UCaaS.
Documo (mFax)
Documo offers HIPAA‑compliant cloud fax with white‑label and API options for MSPs and UCaaS providers.
Intermedia Web Fax
Intermedia documentation describes encrypted, HIPAA‑compliant web fax in supported workflows.
7. Backup, DR, and Data Resilience
Datto SIRIS
Datto promotes Screenshot Verification to boot backups and validate application accessibility, with replication to an immutable Datto Cloud.
Veeam for Service Providers
Cloud Connect enables multi‑tenant BaaS and DRaaS, and the Service Provider Console centralizes monitoring, licensing, and usage reporting.
Acronis Cyber Protect Cloud
Acronis integrates backup, disaster recovery, cybersecurity, and endpoint management into a single MSP platform.
8. Identity and SSO
Microsoft Entra ID with Conditional Access
Conditional Access is Microsoft’s Zero Trust policy engine that evaluates signals such as device, location, and risk to enforce access.
Okta Workforce Identity
Okta documents SSO, MFA, and lifecycle automation as core capabilities for workforce access.
JumpCloud for MSPs
The Multi‑Tenant Portal gives MSPs a unified console to view and manage multiple client orgs.
9. Remote Support and Access
Splashtop for MSP
Splashtop supports both attended and unattended access with tooling aimed at MSP workflows.
ScreenConnect with Privileged Access
Privileged Access removes shared credentials and adds auditability. Note: CISA added a ScreenConnect auth‑bypass CVE to the Known Exploited Vulnerabilities catalog in 2024. Patch promptly and restrict use.
TeamViewer Tensor
Tensor emphasizes auditability and comprehensive event logging for governance and compliance.
10. Password Management
1Password Business + SCIM
1Password provides SCIM‑based provisioning with step‑by‑step guides for Microsoft Entra ID and Okta.
Bitwarden Provider Portal
Bitwarden’s Provider Portal gives multi‑tenant management and centralized billing for MSPs.
KeeperMSP
Keeper offers a multi‑tenant console designed for MSPs to administer many “Managed Companies.”
11. Cloud Marketplace and Distribution
Pax8
Pax8’s Integrations Hub adds OAuth integrations, events, and webhooks, with coverage across channel press and vendor blogs.
Sherweb Self‑Service Portal
Sherweb launched a white‑label self‑service portal so clients can manage subscriptions and licenses without tickets.
Ingram Micro Cloud
Ingram promotes PSA and billing integrations and connectors that sync marketplace subscription data to ConnectWise agreements.
The Scaling MSP Hack: Viirtue’s ViiBE quote‑to‑cash
Why it matters: ViiBE is free for partners and unifies quoting, contracts, usage rating, tax automation, and invoicing. You can add your own products, and ConnectWise plus QuickBooks integrations help you collapse multiple paid tools into one motion as you grow.
Many MSPs can retire separate tax engines, billing add‑ons, and CPQ, which can translate into significant monthly savings depending on the current stack.
90‑Day Rollout (sequence you can execute)
1. Security first
Deploy Huntress Managed EDR + Managed ITDR to cover endpoints and Microsoft 365 identities with a 24×7 SOC, then enable Defender for Office 365 P1 policies like Safe Links and Safe Attachments across tenants.
2. Quote‑to‑cash backbone
Stand up ViiBE, connect QuickBooks and ConnectWise, seed your product catalog, and publish branded proposals.
3. VoIP and cloud fax attach
Launch Viirtue UCaaS and attach Cloud Fax through the same platform for healthcare, legal, and public sector accounts.
4. RMM and PSA cohesion
Deploy NinjaOne for patching and automation, then implement HaloPSA or your PSA of choice.
5. BCDR baseline
Enforce Screenshot Verification with Datto SIRIS, and offer Veeam Cloud Connect where appropriate.
6. Identity and remote access hygiene
Turn on Conditional Access in Entra. Use Splashtop for day‑to‑day remote support. If you operate ScreenConnect, enable Privileged Access and follow CISA guidance due to prior KEV‑listed vulnerabilities.
7. Password operations
Roll out 1Password Business with SCIM via Entra or Okta.
8. Sourcing at scale
Use Pax8 for the Integrations Hub and PSA ties, and Sherweb for client self‑service to reduce routine tickets.
Building the Right Stack for a Scaling MSP
For a scaling MSP, the right technology stack isn’t just about ticking boxes — it’s about creating a foundation that supports long-term growth and profitability. By standardizing on proven solutions across cybersecurity, UCaaS, RMM, PSA, and BCDR, you can protect your clients, reduce operational overhead, and free up resources to focus on scaling revenue.
Platforms like Viirtue’s ViiBE quote-to-cash take it a step further, helping MSPs consolidate multiple tools, streamline billing, and capture higher margins with less complexity. Whether you’re expanding into new verticals or simply trying to get more efficient, these must-haves ensure your MSP is built to scale.
Frequently Asked Questions (FAQ):
1. What is the biggest challenge for a scaling MSP?
The most common challenge for a scaling MSP is balancing growth with efficiency. As you add more clients, managing security, billing, and service delivery can become overwhelming without the right automation and standardized stack in place.
2. Why is quote-to-cash important for scaling MSPs?
Quote-to-cash ensures that every step of the sales and billing process — from proposal to invoicing — is streamlined and automated. For scaling MSPs, this reduces errors, accelerates cash flow, and eliminates the need for multiple paid systems.
3. Which tools are essential for MSPs looking to scale?
Managed cybersecurity with 24×7 SOC coverage
White-label VoIP and UCaaS with quote-to-cash
Microsoft 365 Business Premium with Defender for email security
Modern RMM and PSA platforms
Backup and disaster recovery (BCDR) solutions
Identity, remote access, and password management tools
4. How does Viirtue help scaling MSPs?
Viirtue provides a free, white-label ViiBE platform that combines quoting, tax automation, usage rating, invoicing, and integrations with ConnectWise and QuickBooks. This allows scaling MSPs to reduce costs, improve efficiency, and build recurring revenue with higher margins.
5. What industries benefit most from a scaling MSP’s stack?
Healthcare, legal, finance, and public sector clients often require strict compliance, security, and communication standards. A scaling MSP with the right tools in place can deliver reliable, compliant services that meet these industries’ needs.
