How to Connect Bookkeeper360 with Redtail (2026)

Bookkeeper360

★★★★ 4.3

Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review

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Redtail

★★★★ 4.0

Crm Industry Specific Crm

A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Redtail: A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Key Features

Bookkeeper360

Dedicated bookkeeper
Monthly financials
Payroll
Tax prep
Advisory
Dashboard

Redtail

Contact management
Workflow automation
Seminar management
Report writer
Compliance tools
Document imaging

Pricing

Bookkeeper360

Subscription $399-$899/month

Redtail

Subscription $99/database/month (15 users)

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and Redtail work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

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