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How can we improve Redtail Technology's CRM?

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Integrate with Lacerte to pull in "Client Status".

We are a tax office as well as investment advisors. Integrations that would be awesome include:
Lacerte - for the Client Status, eFile Status and ESign status.
SmartVault - to be directly connected
SmartWaiver - to pull in signed waivers by email
Thanks much

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Juli Mitzner Charlesworth shared this idea  ·   ·  Report…  ·  Admin →
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