Jeff Wilson
My feedback
1 result found
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31 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Jeff Wilson
commented
I have been using Egnyte for my entire operation (Tax Practice and Financial Planning) for over 5 years and I would love to see this integration.
Jeff Wilson
supported this idea
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I have been a user of Egnyte for many years. Now that I am on the Redtail platform, I would enjoy a connection to Egnyte's document management services for RIA firms.