Contact records for employee accounts in RedTail.

Curious how others handle setting up client records for employees in RedTail.

As a perk, all of our employees are assigned an Advisor and their accounts and financial plan are managed by an Advisor.

My thoughts are to create two separate records in RedTail, one as an employee record under our company and the other as a client. The permissions for the client record would only be assigned to the Advisor. Curious how others handle this to keep the employee finances confidential.

Thanks in advance for your feedback.

Brenda

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