Fox Financial offers their Workflows and Checklists for purchase separate from their consulting services. After purchase, these can be authorized within your Redtail database for you.
You will want to reach out to Fox with any questions about these. You can learn more on their website here.
If you have already purchased the Workflow/Checklist system from Fox Financial, then they will notify us and we will notify you via email when they are ready to go within your database.