---
title: Client360 Integrations | Redtail, Sage Intacct & Holistiplan
description: Connect Client360 with Redtail CRM, Sage Intacct, and Holistiplan to bring client, financial, and tax data into one workflow.
image: https://www.client360.io/hubfs/Client360%20Integrations%20Featured%20Image.png
---

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# Your Advisory Tech Stack, Connected

Connect CRM, financial, and tax data into one system so your team can operate with complete visibility, reduce manual work, and improve client outcomes.

[Explore ROI Calculator](https://www.campbelltechnologyadvisors.com/roi-calculator/)

![Client360 Integrations Main Image-1](https://www.client360.io/hs-fs/hubfs/Client360%20Integrations%20Main%20Image-1.png?width=1200&height=751&name=Client360%20Integrations%20Main%20Image-1.png "Client360 Integrations Main Image-1")

# One System. Total Visibility.

When your systems are fully connected, your firm moves from chasing information to understanding it. Financial data, tax strategy, and client relationships become visible, actionable, and aligned.

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- Client reviews become clear and visual
- Financial data becomes actionable
- Tax strategy becomes visible in real time

![3](https://www.client360.io/hs-fs/hubfs/3.png?width=1200&height=1200&name=3.png)

## Turn Client Reviews Into a Competitive Advantage

Most advisors review clients. The best advisors show them something they have never seen before. 

**What this integration does**

- Automatically generates client review dashboards
- Tracks AUM, annuities, and insurance changes over time
- Displays historical client review data in one place
- Supports structured account management for annuities and insurance

**Why it matters**

When clients can clearly see their full financial picture, conversations become more strategic and more valuable. 

[Explore Redtail Integration](https://www.mycampbellandco.com/products/redtail-crm-advisory-services/)

![2-1](https://www.client360.io/hs-fs/hubfs/2-1.png?width=1200&height=1200&name=2-1.png)

## Connect Operations to Financials

You already have the data. This integration puts it in the right place and makes it usable. 

**What this integration does**

- Pulls AUM, annuity, and insurance balances into Sage Intacct
- Supports dashboards and reporting inside your ERP
- Tracks revenue, profitability, and firm performance
- Connects client activity directly to financial outcomes

**Why it matters**

This is where your firm moves from disconnected numbers to a clear view of financial performance.

[Explore Sage Integration](https://www.mycampbellandco.com/sage-intacct/financial-services/)

![1-1](https://www.client360.io/hs-fs/hubfs/1-1.png?width=1200&height=1200&name=1-1.png)

## Bring Tax Strategy Into Every Client Conversation

Tax planning should not live in a separate meeting. It should be part of every client conversation.

**What this integration does**

- Pulls tax return and planning data directly from Holistiplan
- Displays tax insights inside Client360 dashboards
- Connects tax strategy to the full client financial picture
- Makes it easier to guide conversations around decisions and outcomes

**Why it matters**

Clients do not think in silos, and your technology should not either.

## What Happens When Everything Works Together

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### Client Visibility

Client reviews become clearer, more visual, and easier to understand.

### Operational Clarity

Financial performance becomes easier to track and manage.

### Strategic Planning

Tax strategy becomes integrated, proactive, and actionable.

### Connected Workflows

Client data, financials, and planning move together in one system.

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