I can't remember whether it is in Redtail's help or Simplicity Ops resources that has a list of recommended notification settings in Redtail. Can someone forward if they know where it is?

We use Redtail Imaging to keep our client documents. Does anyone who uses it have a system that completed docusigns can be uploaded to imaging?

Does anyone have any ideas, I have email templates for welcome emails when a client accounts is opened. Can anyone think of a way to make a reminder to the advisor to send out?

Has anyone used a consulting firm that sets up single sign on that you would recommend?

Are people recording QCDs in Redtail and then out of courtesy letting the clients know when 1099's are delivered what amount of the 1099R distribution is QCD in case they forgot since it looks like the code Y is optional in box 7