IOTAP (Work 365) Announces the Completion of SOC2 Type 1 Certification

IOTAP has achieved SOC 2 Type 1 compliance for the security, availability, and confidentiality trust service principles.

RESTON, Va. – April 29, 2022 – PRLog — IOTAP Inc announced today that it has achieved SOC 2 Type I compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation that IOTAP Inc provides enterprise-level security for customers’ data secured in the IOTAP Inc System.

IOTAP Inc provides cloud-based services and Work 365 a billing automation platform for IT Services, Cloud Service Providers, ISVs, and MSPs.

IOTAP Inc was audited by Prescient Assurance, a leader in security and compliance attestation for B2B, and SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which include but are not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, and CSA STAR. For more information about Prescient Assurance, you may reach out to them at [email protected].

An unqualified opinion on a SOC 2 Type I audit report demonstrates to IOTAP Inc’s current and future customers that they manage their data with the highest standard of security and compliance.

Click on the link to view the published Press Release IOTAP (Work 365) Announces the Completion of SOC2 Type 1 Certification

Work 365 Announces Integration with Datto’s Autotask PSA for CSP Automation

RESTON, Va. – April 28, 2022 – Work 365, the leading subscription management and billing automation solution, today announced an integration with Datto, the leading global provider of security and cloud-based software solutions purpose-built for Managed Service Providers (MSPs).

The integration with Datto’s Autotask PSA will simplify and streamline provisioning with Microsoft Partner Center and consolidate subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and MSPs. In addition, it will help sales, operations, and finance teams eliminate billing errors with automated subscription provisioning, recurring billing, and accurate invoicing.

“We are thrilled to announce the integration with Datto’s Autotask PSA. The integration empowers MSPs using Datto Autotask to leverage the advanced provisioning, subscription management, tracking, and Self-Service capabilities of Work 365 and consolidate invoicing and billing. Microsoft Partners can leverage the best of both the applications to manage and grow their business,” said Ismail Nalwala, CEO of Work 365.

The integration between Work 365 and Datto’s Autotask PSA will synchronize customers, products, agreements, and license changes.

The Integration with Work 365 will provide further depth and capabilities to Datto’s platform for our MSP partners, enabling them to deal with NCE changes from Microsoft and streamline and automate CSP operations, reducing manual effort and errors,” said John Anderson, Senior Product Manager at Datto.

About Work 365:

Work 365 is a certified Microsoft CPV and leading subscription management and billing automation solution built on Dynamics 365. Businesses across the globe trust Work 365 to scale their cloud and recurring revenue business. Work 365 helps companies streamline their accounts and sales and automate their billings and payments, all within a single application. Work 365 is a Trademark of IOTAP Inc.

Contact
Work 365 Team
[email protected]

Click on the link to view the published Press Release: Work 365 Announces Integration with Datto’s Autotask PSA for CSP Automation.

Work 365 announces integration with ConnectWise for subscription billing and invoicing

RESTON, Va. – Dec. 7, 2021 – Work 365 now integrates with ConnectWise to simplify provisioning with Microsoft Partner Center and consolidate subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs).

The integration between Work 365 and ConnectWise will streamline data and automate subscription billing and invoicing. In addition, it will help sales, operations, and finance teams eliminate billing errors with automated subscription provisioning, recurring billing, and accurate invoicing.

The integration between Work 365 and ConnectWise will synchronize customers, products, agreements, and license changes.

“We are thrilled to announce the integration with ConnectWise. The integration empowers Managed Service Providers (MSPs) that use ConnectWise to leverage the advanced provisioning, subscription management and tracking, Self-Service capabilities of Work 365 and consolidate invoicing and billing. Microsoft Partners can leverage the best of both the applications to manage and grow their business,” said Ismail Nalwala, CEO of Work 365.

About Work 365:

Work 365 is a certified Microsoft CPV and leading subscription management and billing automation solution built on Dynamics 365. Businesses across the globe trust Work 365 to scale their cloud and recurring revenue business. Work 365 helps companies streamline their accounts and sales and automate their billings and payments, all within a single application. Work 365 is a Trademark of IOTAP Inc.

Contact
Work 365 Team
[email protected]
571-429-5171

Click on the link to view the published Press Release: Work 365 announces integration with ConnectWise for subscription billing and invoicing

Work 365 announces integration with Microsoft Dynamics 365 Business Central for subscription billing and invoicing

Work 365 now integrates with Microsoft Business Central to enable subscription billing and invoicing for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs).

 

RESTON, Va. June 21, 2021 – IOTAP announced today that Work 365, its subscription management and billing automation application, now integrates with Microsoft Dynamics 365 Business Central.

The integration between Work 365 and Dynamics Business Central will further automate subscription management and invoicing. It reduces the manual effort in generating invoices, eliminates costly billing errors, keeps sales operations and accounting processes in synch, and helps customers collect cash faster.

The bi-directional integration synchronizes customers, subscriptions (products), and invoices between the two systems.

Dynamics 365 Business Central has experienced significant growth in users and customers.

Speaking on the integration, Ismail Nalwala, CEO of IOTAP, said,

We are seeing many Microsoft Partners driving the growth of Microsoft Dynamics Business Central. The internal adoption of Business Central by partners is fuelling this growth. This integration is a crucial enhancement to our billing automation capabilities.

 

About Work 365

Work 365 is a leading subscription management and billing automation solution built on Dynamics 365. Businesses across the globe trust Work 365 to scale their cloud and recurring revenue business. Work 365 helps companies streamline their accounts, sales and automate their billings and payments, all from within a single application. Work 365 is a Trademark of IOTAP Inc.

Contact
Work 365 Team
[email protected]
571-429-5171

Click on the link to view the published Press Release: Work 365 announces integration with Microsoft Dynamics 365 Business Central for subscription billing and invoicing

Work 365 announces NetSuite connector for subscription billing and invoicing

Work 365 now provides seamless integration with NetSuite for improved subscription revenue management for Microsoft Cloud Solution Providers (CSPs) and Managed Service Providers (MSPs)

RESTON, Va. – Mar. 11, 2021  – IOTAP announced today that Work 365, its cloud business management automation application now supports native integration with NetSuite. Companies can use the native integration between Work 365 and NetSuite to leverage the strengths of the individual applications with combined capability of Subscription Management, Automated Provisioning, and Recurring Billing to rapidly scale.

Work 365 is a Subscription Management and Provisioning Automation application built on Dynamics 365 for Sales and is used by Microsoft Partners in the CSP program to grow and scale their recurring revenue.

The bi-directional integration between Work 365 and NetSuite will help companies streamline their lead-to-cash process and improve revenue recognition and management. The native integration with NetSuite will synch revenue information between the two applications. The integration will help NetSuite and Work 365 customers automate subscription billing, remove error-prone processes and create better business insights and reporting.

Speaking on the integration, Ismail Nalwala, CEO of IOTAP said,

With the NetSuite integration, we can support our larger CSP customers looking for an enterprise-grade solution to scale their recurring revenue.

 

About IOTAP

IOTAP is the developer of Work 365 – a leading subscription management and billing automation application built on Dynamics 365. Work 365 is trusted by companies across the world to scale their cloud and recurring revenue business. Work 365 helps companies streamline their accounts and sales, and automate their billings and payments, all from within a single application. Work 365 is a Trademark of IOTAP Inc.

Contact
Ismail Nalwala
[email protected]
571-429-5171

Click on the link to view the published Press Release: Work 365 announces NetSuite connector for subscription billing and invoicing

Work 365 Introduces more Payment Integrations

Work 365 provides more payment automation and payment collection options through its integration with leading payment processors like GoCardless and Stripe.

Reston, VA – February 12, 2020 IOTAP, announced the release of its latest version of the Work 365 with more Payment processing options for its global user base.Work 365 is a subscription management and billing automation application built on Dynamics 365 and used by Microsoft Partners in the CSP program. Partners use Work 365 from within Dynamics 365 to automate and manage their processes for customer subscription tracking, provisioning CSP licenses and generating invoices.As a Billing Automation application Work 365 now provides additional payment collection capabilities for invoices by integrating with payment providers like Stripe and GoCardless.  

Collection of cash against subscription and recurring invoices can be challenging without automation and systems. Automatic payment systems that support Direct Debit and Credit cards have different benefits and costs. Payment functions for creating and managing payment profiles must be secure and PCI compliantWork 365 automates these tasks around profile management and cash collection in a secure PCI compliant framework.  

Stripe and GoCardless help us cover a broad range of payment collection needs for users around the world including credit cards, and direct bank transfers. They are both also important because of their user base and their capabilities around recurring payments. These integrations allow us to provide a holistic end to end solution for users of Work 365 to go from quote to cash in their Dynamics 365 application. said Ismail Nalwala, co-CEO of IOTAP.   

About IOTAP 

IOTAP is a leading Dynamics ISV. IOTAP is the creator of Work 365, the leading Subscription Management and Billing Automation solution on Dynamics 365. Work 365 helps companies align sales and billing by automating the quote to cash process as a native Dynamics 365 application. Work 365 is used worldwide for its features around subscription management, self-service, billing automation and payment management. Work 365 is a Trademark of Work 365 LLC

Contact
Paulo Theodoro
[email protected]
571-429-5171 

Click on the link to view the published Press Release: Work 365 Introduces more Payment Integrations

Work 365 Offers Simplified Automated Provisioning for Microsoft Indirect Partners

Work 365 now provides automated provisioning for Microsoft Indirect Partners that are using Synnex as their Distributor for Cloud Services.

RESTON, Va.Sept. 17, 2019 — Microsoft Gold Partner IOTAP, an IT consulting and Dynamics 365 Independent Software Vendor, today announced that its Work 365 cloud business automation application will now facilitate automated provisioning for Microsoft Indirect Partners via new integration with business-to-business IT services distributor Synnex.

Work 365 is built on Dynamics 365 for Sales and is completely integrated with the Microsoft Partner Center allowing Direct partners to directly provision, view invoices, reconcile invoices, and Bill for Usage-based services through Microsoft Partner Center. Now Work 365’s integration with Synnex allows Microsoft Indirect Partners to use Synnex’s APIs to receive similar capabilities in provisioning services as its core offering for Microsoft Direct Partners.

Under the latest changes to the Microsoft Cloud Solution Provider program, qualifying to be a Direct Partner requires cloud billing infrastructure and automated provisioning capabilities, as well as a paid support plan and the ability to provide the first level of cloud support. Partners who don’t want to or can’t take on the requirements of a Direct Partner but still want to grow their cloud business can now use Work 365 to automate and provision their services, using Synnex as the provider.

“We are excited about this integration with Synnex because of how it creates a better service offering for Indirect partners and their customers and also creates a path for some direct partners to move into using Distributors like Synnex that have API’s while still receiving the same functionality and automation to scale their business,” said Ismail Nalwala, CEO of IOTAP.

To learn more about the latest version of Work 365 as well as Work 365 Sync, visit work365apps.com.

About IOTAP

IOTAP is a Gold-certified Microsoft global partner and cloud solutions provider that offers solutions and services to connect, communicate, and collaborate with your internal and external customers and peers across your organization.

Contact
Ismail Nalwala
[email protected]
571-429-5171
Click on the link to view the published Press Release: Work 365 Offers New, Simplified Provisioning for Microsoft Indirect Partners

Learn more about how to streamline your subscription-based and usage-based business with Work 365

Work 365 Sync for Self-Service and Provisioning Automation

Work 365 Sync solves significant provisioning and customer self-service challenges faced by Microsoft Partners

RESTON, Va.Aug. 16, 2019 — IOTAP, a Microsoft Gold Partner, announced the release of its Work 365 Sync application at this year’s Microsoft Inspire Conference in Las Vegas. Work 365 Sync solves a critical service automation challenge by enabling self-service for their end-customers and provisioning automation for Partners in the CSP Program. Work 365 Sync is a lightweight easy to setup solution for partners to bring all the Partner Center and provisioning data right into Dynamics 365.

Work 365 Sync is part of the Work 365 application suite, which solves common pain points such as Microsoft license management, subscription management, and billing automation. Work 365 Sync is built on Dynamics 365 and provides integration for Direct and Indirect partners further extending the applications partners are already using. Partners start a trial and can use Sync to quickly provision subscriptions, track azure usage, manage the cloud relationship and enable self-service.

“Work 365 Sync helps Partners that are not looking for billing or invoice automation to still scale their cloud services business, for fixed annual investment,” said Ismail Nalwala, CEO of IOTAP. “As Dynamics 365 users and Microsoft Partners ourselves, we know how important self-service, provisioning and customer data is to us and our users.”

Contact
Ismail Nalwala
[email protected]
571-429-5171
Click on the link to view the published Press Release: Work 365 Sync for Self-Service and Provisioning Automation

Learn more about Work 365 Sync for Microsoft Partners in the CSP Program

Work 365 Teases New Release Ahead of Microsoft Inspire Conference

New integrations, features, and partnerships provide a holistic approach to cloud business needs for Microsoft customers

Reston, Va. – June 24, 2019, IOTAP, a Microsoft Gold Partner, recently released the newest updates to its Work 365 subscription management and billing automation solution for Microsoft Partners, CSPs, and ISVs. These features further enhance and automate sales, operations and billing needs for IT services providers and companies selling recurring services in order to scale their business. IOTAP will be showcasing these latest features at Booth 1605 during Microsoft’s Inspire Conference this July 14-18th, 2019 in Las Vegas.

Work 365 tackles common pain points such as billing automation, provisioning of custom bundles, and customer self-service. Work 365’s latest updates feature more capabilities that help Microsoft partners streamline end-to-end business processes.

The latest updates include:

Internationalization – Work 365 adapts to different languages and technical requirements, further expanding its applicability to support partners with global customers and partners operating all around the world
Global Taxes – The billing solution includes the ability to add all local and regional taxes for Partners around the world
Sales Process Automation – Integrated order provisioning capabilities now available from within the Dynamics 365 sales application
Accounting System Integrations – Work 365 users can now integrate subscription and billing operations with their accounting systems
Updated Customer Self-Service Features – The solution offers increased flexibility for self-service by end users

“This new release of Work 365 creates opportunities and possibilities for our customers and will allow for different pricing and bundling scenarios. We continue to integrate with other systems and make the sales, operations and finance process for Microsoft Partners and CSPs more efficient,” said Ismail Nalwala, co-CEO of IOTAP. “The platform is customizable, allowing cloud service providers of all sizes to scale their business. The Work 365 solution is a game-changer for businesses looking to build recurring revenue.”

These new features are part of the continues improvements IOTAP is making to Work 365. The application’s functionality will continue to expand through strategic relationships with core technology partners in the Dynamics eco-system, with more announcements to come soon.

Those interested in Work 365 can visit booth #1605 during Microsoft’s Inspire Conference this July 14-18th, 2019 in Las Vegas, USA.

About IOTAP

IOTAP is a Gold-certified Microsoft global partner and cloud solutions provider that offers solutions and services to connect, communicate, and collaborate with your internal and external customers and peers across your organization.

Contact
Ismail Nalwala
[email protected]
571-429-5171
Click on the link to view the published Press Release: Work 365 Teases New Release Ahead of Microsoft Inspire Conference

Work 365 Version 2.0 Subscription Management and Billing Automation Platform Now Available on Microsoft AppSource

Reston, VA, USA — February 4, 2019 — IOTAP, a Microsoft Gold Partner and Global Direct Cloud Solutions Provider (CSP), today announced the availability of its Work 365 version 2.0 application on Microsoft AppSource, an online cloud marketplace providing tailored line-of-business solutions. Created by IOTAP’s cloud solutions experts, Work 365 is a fully integrated customer experience platform that helps partners and CSPs increase profit margins, provide exceptional service, and grow revenue all from within a single application.

Work 365 is an ideal solution for Microsoft partners looking to scale their cloud and recurring revenue business through the Microsoft CSP program.

Work 365 provides a coordinated orchestration of sales, support, finance, and billing tasks in one system to allow CSP partners to grow their business profitably by streamlining processes:

  • Automate subscription management, including billing, invoicing, refunds, and credits.
  • Create, provision, and manage custom bundles and solutions.
  • Simplify customer onboarding that includes agreement registration and bidirectional data sync with the Partner Center
  • Allow customers to manage their own licenses and subscriptions with easy-to-use self-service portals
  • Centralize management of incentives and sales commissions

Work 365 empowers cloud partners to deliver exceptional customer experiences,” said IOTAP’s co-CEO, Ismail Nalwala. “It simplifies your entire back end so that you can focus on creating unique service and product offerings that help you stand out and grow.

Kirsten Edmondson Wolfe, Senior Director, AppSource Product Marketing, Microsoft Corp., said, “We’re excited to welcome Work 365 to Microsoft AppSource, which gives our partners great exposure to cloud customers around the globe. Microsoft AppSource offers partner solutions such as Work 365 from IOTAP to help customers meet their needs faster.

Work 365 is built on Microsoft Dynamics 365, offering Microsoft partners and CSPs an extensible platform to scale and operate the entire business while streamlining billing, invoicing, sales, and customer service operations.

Get a free trial of Work 365 and customer reviews on Microsoft AppSource.

About IOTAP

IOTAP is a Gold-certified Microsoft global partner and cloud solutions provider that offers solutions and services to connect, communicate, and collaborate with your internal and external customers and peers across your organization.

Contact

Ismail Nalwala

IOTAP

+1703-884-3363

[email protected]

Click on the link to view the published Press Release: Work 365 v2.0 Subscription Management and Billing Platform Now Available on Microsoft Appsource