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Contact: 800-206-5030
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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
02
Sep
2022
Practice Management Takeover with Kate Guillen on September 6th
Category: Best Practices
Join Redtail and Kate Guillen for this Practice Management Takeover to learn best practices for creating a repeatable task management system.
16
Aug
2022
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
05
Aug
2022
Practice Management Takeover with Lacey Shrum on August 9th
Category: Best Practices
Join Redtail and Lacey Shrum for this Practice Management Takeover to learn actions to take your fee process from surviving to thriving in this webinar on August 9.
02
Aug
2022
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!
22
Jul
2022
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.
14
Jul
2022
Redtail CRM Client Account Management Resources
Category: Resources
If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.
08
Jul
2022
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.
23
Jun
2022
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.
16
Jun
2022
Manage your CRM: Manage Custom Export Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
10
Jun
2022
Practice Management Two-Part Takeover with Maureen Wilke on June 14
Category: Best Practices
Join Redtail and Maureen Wilke in Part 1 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on June 14.