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Redtail CRM VS AuditFile

Compare Redtail CRM VS AuditFile and see what are their differences

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Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.

AuditFile logo AuditFile

Cloud-based audit, review, and compilation software.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • AuditFile Landing page
    Landing page //
    2022-10-29

AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform efficient audits, reviews, and compilations.

Redtail CRM videos

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Day-to-Day Habits: Using the Redtail CRM Daily

AuditFile videos

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Auditfile viewer

More videos:

  • Demo - AuditFile 2 Minute Overview

Category Popularity

0-100% (relative to Redtail CRM and AuditFile)

Redtail CRM

AuditFile

Business & Commerce
100 100%
Business & Commerce
0% 0
Accounting
0 0%
Accounting
100% 100
CRM
100 100%
CRM
0% 0
Cloud Hosting
0 0%
Cloud Hosting
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Redtail CRM and AuditFile

Redtail CRM Reviews

We have no reviews of Redtail CRM yet.
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AuditFile Reviews

  1. 👏👏 Wow AuditFile - awesome

    Easy to use and I got a training with them online when I got stuck with my password. It was nice to see my staff could just pick it up no problem.

    👍 Pros:    Easy to use|Information is easily accessible|Trusted|Fast
    👎 Cons:    Low price|Nothing, so far

What are some alternatives?

When comparing Redtail CRM and AuditFile, you can also consider the following products

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Hubdoc - Hubdoc gets your key financial docs in one place, automatically.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

AdvanceFlow - Financial Audit

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Funding Gates - Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.

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