Contact: 800-206-5030

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

Mon-Fri 5am-5pm
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Corporate & Billing:
Mon-Fri 7am-4pm
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02 Aug 2022
Blog Feature Graphics Speak Updates
Release Note Focus: Redtail Speak now offers Broadcast Messaging
Category: Release Notes
We continue to add new features to Redtail Speak and the latest addition is one of the most highly requested by users: broadcast messaging!
01 Aug 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s August 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in August to learn how our partner integrations can help streamline your workday. This month features Catchlight and fpPathf...
01 Aug 2022
Redtail’s Best Paw Forward Photo Challenge July 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for July 2022. See who will be featured on Redtail's login page during the month of August.
26 Jul 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Quik!
Category: Integrations
Updates include the ability to send a contact from Redtail CRM to Quik! There's also a special offer for new Quik! users.
22 Jul 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Quik! on July 26!
Category: Integrations
Launch Quik! From Redtail And More! Learn more at this Redtail webinar on July 26 with Quik!.
22 Jul 2022
Manage Your CRM – General Options
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
08 Jul 2022
Blog Feature Practice Management - Maureen Wilke
Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two)
Category: Best Practices
Join Redtail and Maureen Wilke for Part 2 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on July 12.
05 Jul 2022
Executive Summary Blog Feature
Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals
Category: Survey
Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.