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Ghosti for Accountants

Tax Season Should Not Feel Like Triage.

Ghosti chases documents, manages client timelines, and drafts status updates so you can focus on the work that requires your expertise.

Sound familiar?

These are the problems Ghosti was built to eliminate.

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Document collection is a nightmare.

You spend more time chasing clients for their W-2s than you do actually doing their taxes.

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Client questions eat your day.

The same five questions, every single year, from every single client. You know the answers cold.

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Deadline management is relentless.

Every client has different deadlines, extensions, and situations. Tracking it all manually is a full-time job.

What Ghosti does for Accountants

Configured specifically for how your business works.

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Document Request Sequences

Ghosti drafts and tracks document request emails for every client. It follows up automatically until you have everything you need.

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Status Update Drafts

Tell Ghosti where a return stands. Get a professional client update email in seconds.

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Deadline Tracking & Alerts

Ghosti monitors your client roster and flags upcoming deadlines before they become problems.

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Year-Round Client Touchpoints

Ghosti drafts quarterly check-ins, tax planning reminders, and estimated payment nudges so clients hear from you more than once a year.

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Engagement Letter Drafts

New client? Ghosti generates a professional engagement letter based on your standard terms and the client scope in minutes.

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Invoice & Overdue Follow-Ups

Ghosti tracks outstanding invoices and drafts polite follow-up emails so you get paid without the awkward conversation.

Works with the tools you already use

QuickBooksQuickBooks
XeroXero
KarbonKarbon
TaxDomeTaxDome
CanopyCanopy
DocuSignDocuSign
GmailGmail
OutlookOutlook
CalendlyCalendly

Ready to get started?

Tell me about your accountants business and I will show you exactly what Ghosti can handle for you.

No credit card required ยท 20-min call ยท No obligation