Anonymous
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38 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!
An error occurred while saving the comment Anonymous supported this idea ·
This is a really important feature that is needed. We are a Wealth Management firm, as well as a CPA firm. This would be extremely helpful for our firm to maintain our different databases that are unable to integrate with each other.