Do you keep everything in your head when it comes to meeting with your clients? Do you hold it in your memory whether or not your client holds a Bitcoin account during file prep? Or that they have a state 529 plan for their child?
Instead of these nuances lingering around in different places, consider storing them in Pulse360. Use a tag, File Prep, or similar, and bring that up every time prior to a meeting. You will never forget anything. And naturally, all these notes are synchronized back to Redtail CRM, Wealthbox CRM, and Salesforce CRM.