6d • General discussion
CRM For Accounting/Tax Business
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?
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CRM For Accounting/Tax Business
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