I'm trying to get our client review process documented especially since Redtail recently added their Client Review module and GReminders added their bulk send which can automatically send scheduling reminders. A while ago I set up tags for each month. Greminders suggest that I use the month tags rather than triggered off of the last review and frequency set up in Redtail Client Reviews tab. Does anyone have a preference and why.

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?