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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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n8n-mcp
n8n-mcp broke 7k stars ⭐⭐⭐ and just got a major reliability upgrade - your AI agents now catch and fix workflow errors automatically even better. 👇 📰 What's new: 👉 Automatic Error Detection & Fixing - n8n-mcp now identifies and corrects common workflow issues: missing webhook paths, incorrect expression formats, wrong error handler connections, and node type typos 👉Smart Node Corrections - Handles the classics: "HTTPRequest" → "httpRequest", "slak" → "slack", deprecated package prefixes, and suggests alternatives with confidence scoring. Only auto-applies fixes above 90% confidence 👉Preview-First Approach - New n8n_autofix_workflow tool lets you see what will be fixed before applying changes. Choose specific fix types or let it handle everything automatically 👉Expression Validation System - Three-tier validation catches missing '=' prefixes, validates bracket matching, and detects common mistakes like template literals before they break your workflows. So no mo manual switching from "Fixed" to "Expression" in the n8n UI 👉Resource Locator Intelligence - Smart suggestions for GitHub repos, Slack channels, and other resource identifiers with confidence-based recommendations The real impact: AI agents spend less time debugging syntax issues and more time building the automation logic you actually need. Your workflows are significantly more likely to work on first deployment.
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n8n-mcp
YouTube Automation business model
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YouTube Automation business model
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YouTube Automation business model
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This workflow starts by capturing a keyword from chat, pulling live competitor data, and extracting key metrics. It filters, fetches, and analyzes competitor pages before running advanced scoring, word counts, and keyword computations. Three AI agents work together to research, evaluate, and guide scoring while you keep control over the final output. The result is real-time content scoring that cuts research time by 80 percent, slashes manual checks by 90 percent, and drives engagement and revenue. Ready to outscore your competitors and own your niche? Start your engine today. #n8n #Automation #BusinessGrowth #AITools #ContentAutomation #MarketingWorkflows #DigitalStrategy #GrowthAutomation #NoCodeAutomation #DataIntegration #SmartBusiness
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Content Score Engine ✅
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