Three tabs. Three ways to dominate this tax season.
It’s not just software — it’s your digital lair.
Unveil a hauntingly professional brand that makes clients scream “YES” before they even see your pricing.
“Ghost-Rate Branding Kit” — $999 Includes:
Cloud-Based Tax Software License
Bank Product Integration (SBTPG, Refund Advantage, etc.)
Bank Application processed with bank of choice
Logo added to tax software
Mobile App
Software Training
Compliance Training
Unlimited Team add
Low Backend (Negotiable)
DFY Tax Prep Flyer (Canva-ready)
Social Media Post Templates
“Ghost-Rate Branding Kit” — $999 Includes:
Cloud-Based Tax Software License
Bank Product Integration (SBTPG, Refund Advantage, Republic.)
Bank Application processed with bank of choice
Logo added to tax software
Mobile App
Software Training
Compliance Training
Unlimited Team add
Low Backend (Negotiable)
DFY Branded Tax Prep Flyer (Canva-ready)
Social Media Post Templates
“SPOOK Stack Software +CRM” — $1897 Includes:
CRM Setup (GHL)
TSP Professional Tax Software
Branded Login Page
Dashboard with Brand look
Sign-In Branding for all preparers
Onboarding Forms (3)
Client Intake Form
Client Service Agreement
Client Progress, they move to the next task automatically
Updated client status at all times. If something is missing, alert and reminders go out
Pipeline for preparers
One Pipeline for the office
Contracts (2)
Preparer Agreement
Automations & SOP's
Automated text notification for clients and preparers
Automated Follow-Up Workflow (texts + emails)
Branded Client Portal for tax clients and preparers (access to forms, training and updates)
Branded email templates (welcome, reminders, follow-ups)
Calendar Booking Integration
ADD-ON $300 to add these additional services shown below
Community Setup
Training Videos uploaded in CRM
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