About Redtail CRM
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals. They automate workflows, and offers an intuitive user interface and tons of integration possibilities.
Read more about Redtail CRM at https://corporate.redtailtechnology.com/
What is PDF.co ?
PDF.co is the secure and scalable data extraction API service with a full set of PDF tools included.
- Decrease data entry costs using AI-powered unstructured data extraction from PDF and scanned documents, invoices, reports, receipts, and agreements;
- Read from complex documents using customizable Document Parser. Supports automatic reading from tables, PDF forms, and mixed content documents;
- Save time on preparing documents with PDF filler functionality that can add text, images, fields to PDF forms and PDF documents;
- Leverage power of a built-in full set of PDF tools: split PDF, merge PDF, delete pages, advanced HTML to PDF generation;
- Detailed API logs for Enterprise users with audit logs requirements;
- On-premise and offline versions are available for Enterprise users;
- All documents and files processed by PDF.co are encrypted at rest using AES 256-bit encryption;
- PDF.co relies on TLS and SSL to transmit data and files (the same security protocols that are used by banks)
- Runs on award-winning secure certified Amazon AWS infrastructure: https://pdf.co/security
Redtail CRM and PDF.co Integration
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