Setting up the integration:
From your RIA in a Box account, click the "Home" menu and select "Integrations":
On the resulting page, click the Redtail icon in the Compliance Calendar Integrations area:
You'll then be prompted for your Redtail credentials:
Enter those in the spaces provided and Submit to complete the integration setup.
The integration is between your Redtail Calendar and your RIA in a Box Compliance Calendar. You can contact RIA in a Box for details on using the integration between the two systems and/or read more about it on their website here.
RIA in a Box resources: