Towanna Hunt's Account Towanna Hunt's Account
One Time Products
Tax Software +CRM Build-out Deal - “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

$1,897.00
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Subtotal
$1,897.00
Total$1,897.00
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(201) 555-0123