Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

Classic Imaging

Redtail Technology > Classic Imaging
Redtail Imaging screenshot

Take control of your documents
with Redtail Imaging

We understand your need to easily access important paperwork anytime, anywhere. Redtail Imaging provides you with an organized and efficient method of document management and integrates with your CRM client records, allowing you to retrieve exactly what you need anywhere that you have access to the internet. Your team can use Redtail Imaging to centralize client and team content, tag and find what you need quickly, and rest easy with the peace of mind that Redtail’s paperless solution is safe and secure.If you’re looking for a compliant way to take your office paperless and tie your electronic documents to client records in Redtail CRM, Redtail Imaging is just the tool you’ve been searching for.


Redtail offers a compliant electronic document storage solution in Redtail Imaging. We encourage you to watch our Imaging demo to see just how easy it is to begin your move toward a paperless office today.

Imaging Features

Redtail Imaging folders screenshot

Using predefined folders in each user’s isolated storage, we offer full access to archived images.

Redtail Imaging folder structure screenshot

Backups of archived images can be easily accessed to recover lost data in the event of an emergency.

Redtail Imaging folder structure screenshot
Redtail Imaging log history screenshot

Providing a zero-loss, no-time-limit retention policy to guarantee the complete retention of images, regardless of time.

Redtail Imaging uploaded documents screenshot

All communications between the client browser and the Redtail Imaging servers are transmitted using the latest 256-bit SSL encryption.

Redtail Imaging uploaded documents screenshot
Redtail Imaging history log screenshot

Our Imaging service builds and maintains a complete audit trail of all interactions between the user and the system.

Redtail Imaging storage graph screenshot

Redtail Imaging meets the SEC 17a-(4) Record Retention requirements by automatically burning all additions and changes by users to WORM media.

Redtail Imaging storage graph screenshot

Convert from paper to paperless

Converting your office from paper to paperless is a process, and one that can be daunting for some offices. That’s why at Redtail we believe it’s helpful to provide a First Steps guide that will empower you to approach this conversion in a systematic way while also providing you with all the information you need to know about Redtail’s Imaging solution.

Redtail dog inside file folder box

What about the Price?

$ 49 /month for 10 gigabytes
  • 10 GB Storage
  • $4 per month per additional GB
  • Hardware and software overview
  • Easy image access
  • Image retention policy
  • Audit trails
  • Offsite archives
  • Backup
  • Security
  • Free support

Call sales department at 800-206-5030 Ext.2 to inquire about potential discounts

Unlimited Users