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

We currently are in the process of standardizing our client folders (LONG overdue). We came up with what we think works for our firm, but I'm curious to see what everyone else's "standard" looks like! See attached image for what we are thinking of:

Hey there everyone, does anyone have a documented process on transitioning clients from one advisor to another? Looking to incorporate the new advisor during the client's annual review meeting over the next 3 years (advisor is retiring so we're not necessarily rushing anything). However if there is a smoother, quicker way to do so - open to learning! Thank you in advance.

I'm a Wealthbox user, and have RMD clients on 4 different platforms; what do others do to be the most efficient in aggregating the RMDs from all the platforms to help assess current status of the RMDs each year?

Our office recently transitioned to Advyzon for our CRM, and we are somewhat overwhelmed by the robustness of its workflow capabilities. Does anyone have workflow templates they are willing to share? Would love to see how other offices use Advyzon to track/manage incoming account transfers, client meetings, etc. Thanks!