Best IT Documentation Software for MSPs in 2026

By David, 2026-11-09

The leading IT documentation software for MSPs in 2026 is IT Glue, Hudu, ConnectWise Documentation (formerly ITBoost) and N-able Passportal, with Atlas Vault as an option built into Atlas AVD and deployed in your own Azure subscription. All of them store client documentation and credentials in one place; they differ on where the data lives, whether you can self-host, how they connect to your PSA and RMM, and how they're licensed.

The short version: IT Glue is the long-established platform with a broad set of PSA and RMM integrations, especially in the Kaseya ecosystem. Hudu suits MSPs that want a modern documentation tool with the option to self-host. ConnectWise Documentation fits MSPs on ConnectWise PSA and Automate. Passportal leads with privileged access and password management. Atlas Vault suits MSPs whose clients run on Azure and AVD and who want documentation and credentials in their own tenant, next to the desktops and devices they describe.

What MSP documentation software has to do

• Structured client records: companies, contacts, sites, networks, devices, licenses, domains and certificates, not just free-text pages.
• A credential vault: encrypted, access-controlled, with every reveal audited and support for rotation and one-time codes.
• Runbooks and SOPs: templates, checklists and version history.
• Relationships: a way to link a document to the devices, credentials and contacts it describes.
• Expiry tracking: domains, SSL certificates, licenses and credentials that need renewing.
• Integrations: sync with your PSA and RMM so client records and devices don't have to be typed twice.
• Access and sign-in: granular permissions, sign-in through your own identity provider, and a safe way to share selected items with clients.

Our MSP documentation best practices guide covers what to record for each client, and where to store client credentials compares the options for the vault itself.

How to choose

1. Decide where the data should live. Documentation holds a map of every client's environment and often the credentials to it. SaaS, self-hosted and in-your-own-tenant are different risk and maintenance trade-offs.
2. Check the integrations you'll use daily, with your PSA and RMM in particular, and what each sync actually does.
3. Check sign-in and access control: SSO with your identity provider, MFA, per-client permissions and audit.
4. Check how it's licensed, usually per user, and whether read-only or client portal users need a seat.
5. Check the exit: what you can export, and whether secrets come with it.

The best IT documentation software for MSPs

Each vendor is summarized from its own product pages and documentation, checked on 9 November 2026; the sources are listed at the end. We don't quote prices.

IT Glue

IT Glue, a Kaseya company, is IT documentation software for MSPs and internal IT teams. It covers password management (with rotation through Network Glue), AI-generated SOPs, relationship mapping, Network Glue for network discovery and Microsoft documentation, and MyGlue for sharing with end users. Its integration list includes ConnectWise Manage, Autotask, Kaseya BMS, Kaseya VSA, ConnectWise Automate, NinjaRMM, ServiceNow, Meraki, Auvik, Microsoft 365, Teams and Slack. It's licensed per user across tiers, with a user minimum.

Best for: MSPs that want a broad set of PSA and RMM integrations, especially in the Kaseya ecosystem. Check: which features sit in which tier, and the user minimum. Our Atlas AVD vs IT Glue comparison goes deeper.

Hudu

Hudu describes itself as AI-powered IT documentation. It includes a password vault with access controls and audit, checklists and SOPs, IP address management and a client portal with limited access. It's available in the cloud or self-hosted (Hudu's self-hosting guides use Docker), with 60+ integrations covering PSAs, RMMs, Microsoft 365 and Slack, plus a REST API and webhooks. It's licensed per user, and read-only portal users are free.

Best for: MSPs that want a modern documentation tool and the option to self-host it. Check: if you self-host, who patches, backs up and monitors the server.

ConnectWise Documentation (formerly ITBoost)

ConnectWise's documentation product, formerly ITBoost, covers SOPs, a password vault, role permissions, templates, revision history and scheduled asset discovery. It's offered as SaaS, with two-way sync of companies, contacts and configurations with ConnectWise PSA and integrations with ConnectWise Automate and BrightGauge. It's licensed per user, with a minimum.

Best for: MSPs standardized on ConnectWise PSA and Automate. Check: how far its integrations reach outside the ConnectWise ecosystem.

N-able Passportal

N-able describes Passportal as "a cloud-based, MSP-centric privileged access management solution". It covers password generation, rotation and expiry, a Documentation Manager, and a custom-branded portal for offering password management to clients, with integrations including Active Directory, Azure AD and Microsoft 365.

Best for: MSPs whose first priority is credential and privileged access management, especially N-able customers. Check: whether its documentation features cover the structured client records you need, or whether you'll pair it with another tool.

Atlas Vault

Atlas Vault is the IT documentation and credential store built into Atlas AVD. It's deployed with Atlas into your own Azure subscription, and technicians sign in with Microsoft Entra ID.

• Structured registers: companies, contacts, locations and racks, networks and IPAM (Azure virtual networks are filled in for you), assets from your own templates, software and licenses (Microsoft 365 licenses sync in), websites, certificates and network shares.
• Credentials: with TOTP, rotation dates and a personal My vault. Every reveal is audited, and previous secrets are kept so a rotation can be rolled back.
• Runbooks: Markdown documents with templates and version history, and Processes, checklists with an owner per step and a record of every run.
• Related items: typed links from a document to the credentials, contacts, assets, networks and websites it describes, and to host pools, VMs and Azure resources Atlas manages.
• Expiry reminders: emails 30 and 7 days before a credential, certificate, SSL certificate or domain expires.

Here's the networks register in our demo environment. It's the real Atlas AVD console; the companies and networks are sample data:

Atlas Vault is included on the Atlas AVD plan, with unlimited technician seats; on the free Community plan it's read-only. If you're coming from IT Glue, Vault can import your IT Glue flexible asset types and flexible assets, passwords included, and you can re-run the import to pick up changes while you move.

Best for: MSPs whose clients run on Azure and AVD, who want documentation and credentials in their own tenant, alongside Atlas Reach and Atlas Flow. Check: it needs the Atlas platform; its importer covers IT Glue flexible assets, password manager CSV exports and Azure Key Vault JSON, so check how you'd bring across anything else; and it has fewer third-party integrations than long-established platforms.

Adjacent: automated documentation

Some tools document environments automatically rather than replacing a documentation platform. Liongard, for example, describes itself as a data platform for MSPs with automated documentation, discovery, and configuration and change monitoring, and integrates with PSAs and documentation tools including IT Glue. Many RMM platforms also include documentation features; NinjaOne, for example, sells documentation on the same platform as its RMM.

IT documentation software at a glance

FAQ

What is IT documentation software?

It's software that stores everything a technician needs to support a client in one structured, searchable place: contacts, sites, networks, devices, licenses, domains, runbooks and credentials, with access control and an audit trail.

What is the best documentation tool for MSPs?

It depends on your stack. IT Glue has a broad set of integrations, Hudu offers self-hosting, ConnectWise Documentation fits ConnectWise shops, Passportal leads on credential management, and Atlas Vault fits MSPs whose clients run on Azure and AVD.

Can I self-host MSP documentation software?

Yes. Hudu offers a self-hosted option. Atlas Vault runs in your own Azure subscription as part of Atlas AVD, so the data stays in your tenant without a separate server to maintain.

Should credentials live in the documentation tool or a separate password manager?

Either can work if the store is encrypted, every reveal is audited, sign-in goes through your identity provider with MFA, and access is scoped per client. See where an MSP should store client credentials for the trade-offs.

Can Atlas Vault import from IT Glue?

Yes. The IT Glue import reads your flexible asset types and flexible assets through the IT Glue API, turns each type into a Vault asset template, brings passwords across encrypted, and files assets under the matching company. You can run it again to update what it imported. It isn't available for GCC High deployments. Credentials can also be imported from password manager CSV exports and from Azure Key Vault JSON.

Vendor details are drawn from each vendor's public pages and documentation, checked on 9 November 2026: IT Glue; Hudu, its pricing and self-hosted setup guide; ConnectWise's Documentation (ITBoost) and pricing pages; N-able's Passportal; Liongard; and NinjaOne RMM. They're summarized in good faith; confirm current features and terms with each vendor. Atlas Vault is described as of November 2026.