Accessing the Finance Logix Widgets within Redtail

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To start, please make sure the client you are working on has already been imported into Finance Logix from Redtail. Once that is done, please enter the correct Redtail username and password into Finance Logix. Once the username and password have been entered, the widgets should be accessible within Redtail.

 

If there are any issues, please reach out to the Finance Logix Support team at 800-557-1780, option 2, to confirm Redtail is properly connected. If the issue persists, you will be advised to contact the Redtail support team.

 

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