# myITprocess

> Standards-based IT assessments, roadmaps and QBR reports for vCIO engagement.

myITprocess is a vCIO platform from TruMethods for strategic assessments, roadmaps and quarterly business reviews, priced from $199 per month for 10 assessment licenses on mandatory 36-month terms. Listing updated 6 September 2026. Checked by MSP Software 6 September 2026.

- Page: https://mspsoftware.net/software/myitprocess
- Vendor: TruMethods, https://mspsoftware.net/vendors/trumethods, website https://www.trumethods.com/myitprocess/
- Categories: vCIO and asset lifecycle (primary)
- Free trial: no. Free version: no.
- Deployment: cloud. Platforms: web. HQ: United States. Founded: 2008.
- Support: email and knowledge base. Training: documentation, videos and webinars.

## From the vendor

myITprocess is a virtual CIO platform developed by TruMethods (now part of Kaseya) to help MSPs deliver strategic technology planning and advisory services to clients. It enables MSPs to conduct standards-based assessments against over 150 compliance frameworks and industry standards, then build customized IT roadmaps that prioritise technology investments by business impact, timeline and budget. The platform includes built-in QBR (quarterly business review) templates and automated reporting tools that transform technical infrastructure data into executive-level business summaries, helping MSPs communicate the value of their services to client leadership. myITprocess suits MSPs transitioning from break-fix service delivery to high-value vCIO relationships, particularly those serving mid-market clients where strategic planning and compliance demonstration drive engagement. The platform generates assessments against frameworks such as NIST, ISO, HIPAA, PCI-DSS and others, making it valuable for MSPs in regulated industries or serving finance, healthcare, and government clients. The assessment process identifies gaps against industry standards, then feeds directly into roadmap creation that prioritises recommendations by business value and urgency. This capability appeals to MSPs wanting to move beyond reactive support into strategic advisory where they can influence purchasing decisions and grow account value. Pricing starts at $199 per month for a minimum 10-license package, with a 30-license package at $299 per month, both on mandatory 36-month agreements, billed monthly (checked September 2026). Each license represents an assessment seat, typically used by a vCIO consultant or strategist within the MSP. The product is delivered as cloud-based SaaS with no on-premises option, accessed entirely through a web browser. TruMethods is based in Moorestown, New Jersey, and was founded in 2008; it is now owned by Kaseya and integrated with Kaseya's IT Glue documentation platform, linking infrastructure assessments to unified client records. MSPs should verify that myITprocess integrates with their existing RMM and PSA platforms before committing, and confirm that the standard assessment frameworks included match their client base's compliance requirements and industry focus.

## Our take

myITprocess targets MSPs building vCIO practices and aligns well with Kaseya-centric shops already using N-central or IT Glue. The platform shines for strategic assessments and roadmap delivery but requires integration work with non-Kaseya RMMs and PSAs. Pricing is package-based rather than per-unit, which can suit smaller teams but limits flexibility for larger practices. Consider this if your vCIO model involves frequent client assessments and formal roadmap delivery; it is less suited for ad-hoc advisory. Check whether your clients' typical compliance frameworks are covered in the standard 150+ library before demo. Confirm integration paths with your existing ticketing and documentation tools, particularly if you use N-central or IT Glue already (which will integrate smoothly). Trial access requires scheduling a demo rather than self-service signup, so plan time for vendor conversation before committing to the 36-month contract term.

## Pricing

myITprocess starts at US$199.00 per flat per month, according to the vendor (pricing page: https://www.trumethods.com/pricing/).

| Plan | Price | Per | Highlights |
| --- | --- | --- | --- |
| 10 Licenses | US$199.00 | flat per month | 10 assessment seats, 150+ compliance frameworks, QBR report builder, 36-month commitment |
| 30 Licenses | US$299.00 | flat per month | 30 assessment seats, 150+ compliance frameworks, QBR report builder, 36-month commitment |

## Features

| Feature | Supported | Note |
| --- | --- | --- |
| Client-facing QBR reports | yes | Core feature: customizable client-facing QBR reports from infrastructure assessments |
| Budgeting and roadmap tools | yes | Strategic roadmap builder with priority, timeline and budget categorization |
| Risk and compliance scoring | yes | Over 150 compliance frameworks and standards assessment (NIST, ISO, HIPAA, PCI-DSS, etc.) |
| Documentation integration | yes | Integrates with Kaseya IT Glue for documentation and knowledge base linkage |
| Scheduled report automation | yes | Automated QBR and assessment report generation and scheduling |
| Multi-client dashboard | yes | Platform supports multiple client environments and assessments from single console |

## Integrations

- Kaseya IT Glue, https://mspsoftware.net/software/it-glue

## Alternatives

- Humanize IT: QBR automation and client strategy toolkit for MSPs priced from $99 per month. https://mspsoftware.net/software/humanize-it. Compare: https://mspsoftware.net/compare/humanize-it-vs-myitprocess
- Cynomi: AI vCISO platform that automates security program management and compliance for MSPs. https://mspsoftware.net/software/cynomi. Compare: https://mspsoftware.net/compare/cynomi-vs-myitprocess
- CloudRadial: White-labeled client portal with vCIO planner, QBR reporting, and automated assessments. https://mspsoftware.net/software/cloudradial. Compare: https://mspsoftware.net/compare/cloudradial-vs-myitprocess
- ScalePad Lifecycle Manager: Turns asset age and warranty data into lifecycle reports for QBRs. https://mspsoftware.net/software/scalepad. Compare: https://mspsoftware.net/compare/myitprocess-vs-scalepad

## FAQ

### How much does myITprocess cost?

myITprocess starts at US$199.00 per flat per month, according to the vendor, checked September 2026.

### Does myITprocess offer a free trial?

myITprocess does not offer a free trial. There is no free version.

### What does myITprocess integrate with?

myITprocess lists integrations with Kaseya IT Glue.

### Is myITprocess cloud or on-premises?

myITprocess is cloud-hosted; there is no on-premises version.

### Who is myITprocess for?

MSPs report using myITprocess at sizes of 6-15, 16-50 and 51-200 technicians.

### What is myITprocess and how does it help MSPs?

myITprocess is a vCIO platform that helps MSPs transition from break-fix services to high-value strategic advisory relationships. It delivers standards-based assessments against over 150 compliance frameworks (NIST, ISO, HIPAA, PCI-DSS and others), then generates customized IT roadmaps that prioritise technology investments by business impact, timeline and budget. The platform creates client-facing QBR reports that transform technical data into executive-level business summaries, helping MSPs demonstrate value and identify expansion opportunities during client reviews. It is particularly valuable for MSPs serving regulated industries or mid-market clients where strategic alignment and compliance posture matter to purchasing decisions.

### How is myITprocess priced?

myITprocess uses package pricing on a mandatory 36-month commitment, billed monthly. The minimum entry is 10 licenses at $199 per month, or 30 licenses at $299 per month (checked September 2026). A license represents an assessment seat or vCIO team member within the MSP. No monthly-only billing is available; all contracts require a 36-month term. Volume discounts and custom enterprise pricing are available by contacting TruMethods directly. This pricing structure means larger MSPs may negotiate better rates for their 10-license minimum commitment.

### Does myITprocess integrate with my RMM or PSA?

myITprocess integrates with Kaseya IT Glue for documentation, allowing MSPs to link client infrastructure data into assessments. Native integrations with third-party RMMs (NinjaOne, Datto RMM, N-central) and PSAs (ConnectWise PSA, Autotask) are not explicitly documented on the vendor site. MSPs should contact TruMethods before purchase to confirm integration paths with their specific RMM, PSA, and ticketing platforms, particularly if using non-Kaseya tools. Those already using N-central and IT Glue will find the closest integration experience.

### Is myITprocess cloud-based or on-premises?

myITprocess is a cloud-based SaaS platform with no on-premises installation option. It is accessed entirely through a web browser, making it suitable for distributed MSP teams, remote vCIO consultants, and client engagements where local installation is not possible. All data is hosted by TruMethods on their infrastructure, and clients require only internet access and a modern web browser to use the platform.

### Can I trial myITprocess before committing to a 36-month contract?

No free trial is offered for myITprocess. Instead, TruMethods makes free live demos available through their website. Prospective customers must schedule a demo to evaluate the platform's assessment workflows and QBR reporting capabilities before committing to a 36-month licensing agreement. This approach means you should plan time for a vendor conversation and hands-on walkthrough before making a purchasing decision.