Capturing Trusts

Tamarac CRM allows you to track trusts separately from accounts and financial accounts. This gives you the ability to track information specific to trusts.

Creating Attorneys, CPAs, Vendors, and Trustees

Tamarac CRM allows you to add non-client business relationships. There are many cases where you will want to track these business relationships.

Creating Connections

Tamarac's best practice is to create connections between clients and third party business relationships so you can see which attorneys, CPAs, and accountants you share mutual clients with. We also recommend creating connections for immediate family members so this information is shared across the firm.