Contents
Introduction
For those of you who use Redtail, the Tamarac integration offers a seamless connection from your Tamarac Reporting data to your client data in Redtail. This integration ensures that the data you manage in Tamarac flows smoothly into Redtail, helping you maintain consistency across both platforms.
This topic provides information about the Redtail integration and how to use it.
Before You Start
This integration must be enabled. To get started, contact your dedicated Tamarac Support team.
Access Redtail from Tamarac Reporting
Single sign-on (SSO) allows seamless access to Redtail without requiring you to sign in directly to the Redtail system. The first time you use it, you will be prompted to sign in to your Redtail account for authentication. After the initial authentication, subsequent SSO access will not require re-entering your credentials.
To access, under your user profile, in Integrations SSO, select Redtail.
