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?

Check out the classroom for access to free n8n workflows that you can hook your AI Agents into. I'll be adding more each week and am always open to requests. Several are MCP servers that you can hook your AI agents into and have instant integration with a new service with just one mcp client tool node added to your existing workflows! https://www.skool.com/n8n-nodes-automation-lab-1570/classroom

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.