Anyone recommend tax planning software for financial advisors

I'm new to the RIA world and Redtail. Any pointers on best steps to follow to go from basic to complex is greatly appreciated. We use Redtail. We are a small RIA looking to grow rapidly and provide top notch client service/experience. Thank you! Marjorie

which one do you use for email archiving and why?

What are best practices when you have two talented client service associates who both want to service all of the clients? How do you handle the assignment of roles in Red Tail? Should the CSAs be assigned to specific clients or should they both work on the entire book? Any feedback is appreciated.

I am looking into hiring a virtual assistant to manage my email inbox and calendar. Does anyone have a great recommendation? Thank you!