The AI Growth System
One complete system — built, managed, and optimized for you every month. Here's every piece of the AI Growth System included in your investment.
Every service below is active from day one — not add-ons, not upgrades.
A professionally designed, conversion-focused website built to capture leads and book demos automatically.
Every demo request gets an instant response and a multi-touch follow-up sequence — without you lifting a finger.
Know exactly who’s visiting, where they came from, and re-capture the ones who left.
A custom AI persona representing ClearFile — visible on the website, in social content, and in automated communications.
After every new client is onboarded, an automated sequence fires inside our system — collecting their experience rating across three key areas and publishing their feedback automatically.
Done-for-you SEO so your software gets found when CPAs and tax offices search Google.
Your own command center — see traffic, leads, outreach progress, content pipeline, and AI infrastructure status at a glance.
We find CPAs and tax offices by ZIP code and run automated outreach on your behalf — filling your pipeline with qualified prospects.
We create, schedule, and post content for you every month across all three major platforms.
SEO-optimized blog posts published monthly to drive organic traffic and establish ClearFile as the authority in tax software.
Every month you get a clear picture of what’s working, what’s changing, and what’s being optimized next.
No contracts. No hidden fees. Pick the plan that fits where you are right now.
Foundation
$500/mo
Maintain, convert, and build trust — on autopilot.
Growth
$1,500/mo
Full system — built to grow your client base every month. $2,000 to start ($1,300 setup + first month 50% off).
Return on Investment
At $499 per annual license, you only need 3 new CPA clients to cover your first month — and those same clients renew every year. Our outreach system keeps a steady pipeline of qualified CPA firms in front of you. One closed deal pays for everything, and your revenue compounds.
CPA Outreach Coverage
Your $1,500/mo plan includes the full system — AI outreach covers up to 2 states. Ready to expand your reach? Add any 5-state block for +$500/mo, or contact us for a national coverage quote.
Up to 2 States
Included
Every 5 States
+$500/mo
All 50 States
Custom quote
No long-term contract. We operate month-to-month after setup. If it's not working, you're free to cancel — but the system is designed to show ROI within the first 30–60 days.
Minimal. Your logo, brand colors, and a 30-minute onboarding call. We handle the rest — writing, design, tech setup, outreach scripting, and publishing.
Website and automation are live within 5–7 business days. Social content and outreach begin in week 2. Your dashboard is ready before we kick off so you can see everything being built in real time.
No — the $1,500/mo covers organic outreach, content, and system management. Paid ad spend (Facebook / Google) is separate and optional. The Pixel and tracking we set up means you're ready to run retargeting ads the moment you choose to.