Quik! & Redtail Work Better Together
Top 5 Reasons Redtail Users Love Quik!
Of course, there are more than five reasons why Quik! is better than any other forms solution but we value your time and trimmed the list to the top five.
Quik! imports 130+ fields of information from every record to your forms.
With Quik! you’re not limited to prefilling just the owner’s information. Import co-owner, spouse, beneficiary – any role.
Every form in our library is ready to send out for E-Signature with the click of a button. No template necessary.
We support you in every way we can – phone, chat, email, articles – we care that you have a positive customer experience.
Quik! isn’t just to be better now, it stays ahead of any other solution. Watch for householding, client onboarding, and transitions.
And now your sixth reason: Save money. You can try Quik! free for 14 days and if you decide it is for you, our special offer for Redtail users gives you your first year at Half Price!
Just click the button below to sign up and get your discount now.
“Smart technology enables our independent financial planners. Quik! Is a key piece of the larger puzzle. It works!” - Aaron S.