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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
20
Apr
2023
Building Your Tech Stack webinar with Holistiplan on April 25!
Category: Integrations
Redtail + Holistiplan = 2023 Year of Tax Planning. Learn more at this webinar on April 25th with Holistiplan.
03
Apr
2023
Building your Tech Stack: Redtail’s April 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in April to learn how our partner integrations can help streamline your workday. This month features Mobile Assistant, Finpa...
26
May
2022
Building Your Tech Stack webinar with Holistiplan on May 31!
Category: Integrations
Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.
02
May
2022
Building your Tech Stack: Redtail’s May 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features StratiFi and Holistiplan.
28
Oct
2020
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.
28
Oct
2020
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns
Category: Press Release
Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information.