Just wanted to get some thoughts on this. I am looking for a new CRM/workflow management/document management/time and billing/esignature management/lead management system for my accounting/tax business. I am hoping to have most if not all of the processes automated going into this new tax season. I am currently using a system that doesnt fit my needs anymore. Does anyone have any thoughts on a system that would fit all of those needs even if its using N8N to fill the gaps? I know GHL fits most of it but I have not used it much. I want to be able to run my AI automation solutions alongside the accounting/tax business in the same CRM/Practice Management system. Does anyone have any ideas?

I have a client with employees. The employees tend to ask a lot of questions about their payroll. The CEO is tired of taking the questions and needs help. I want to build a workflow with an AI agent that will field those questions but only to sort and list them for me for now. I am still trying to plan it out and havent built anything yet. I just wanted to get your opinion on the matter to see what you think. Is there a workflow in the community that would be perfect for this or at least get me started?

Use this funnel template to take any offer to market! Online, brick and mortar, service or product it doesn’t matter. Once you complete all 10 steps you can sell anything anywhere 🔥 - Page 1 is a summary of all the steps, then there’s detailed tabs for steps 1 to 10. https://docs.google.com/document/d/1ogGZMwKKSgKvgsHEDMUXr6gvC03Qz-uyeH9TAY27ni4/edit?usp=drivesdk

I am an accountant in Central Florida. I am in the process of transitioning from the accounting/tax world into the AI agency space. Getting burnt out after 30 years in the industry. Looking forward to the interactions. I am hoping that my experience will help me become a sought-after professional. I have some ideas of what I want to do. I just wish that I had some programming experience to make it easier and faster. I have some ideas to help small business owners avoid relying on accountants. Yes, I am in a way, attacking my own industry lol. I just see that some small business owners are overspending on something that AI can achieve with faster response times. With everything I know from that field, I know the pain points and how to solve those problems. Now I just need to get from point A to point B. I feel like I can be a major asset to a lot of business owners.