ABOUT this webinar
Topic: Best Practice Partner Webinar – PreciseFP
Description: “Client Engagement and CRM: Better Together” with PreciseFP + Redtail CRM
Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.
Integrated with Redtail CRM, PreciseFP engages clients and prospects through customized and personalized online templates that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with engagements that focus on their unique needs. Data from Redtail pre-fills the templates, so clients have less work. Also, data flows to Redtail, eliminating the need for data entry by staff. Come learn how to streamline your data entry and improve processes this tax season.
WHAT ARE THE INTEGRATION POINTS BETWEEN PRECISEFP AND REDTAIL CRM? The integration with PreciseFP allows you to import contacts from Redtail into PreciseFP and to export updated client data from PreciseFP back into Redtail.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.