Client Management

Redtail CRM—An easy-to-use, client management solution for up to 15 users per subscription
Features include: Calendars, Client Account Management, Data Integration from Albridge,
Document Management, Email/Mail Merge, extensive Reporting, Seminar Management, Workflow,
Quik! and Laser App integration to pre-fill forms. Data conversion is free (standard fields) and it's
compatible with the most popular mobile devices!

Redtail Imaging—An add-on Imaging solution that enables scanned documents and images
to be linked to client records with full-text search capability.