Launch the platform like a product stack, not a service menu
The goal is to move clients through filing, IRS-powered accuracy, recurring monitoring, and business compliance automation with clear pricing and measurable retention.
Now
Phase 1: Soft Launch
Execution goals
- • Replace the landing-page story with the Tax Operating System position.
- • Expose Smart Filing, Monitoring, and Compliance OS inside pricing, plans, and the client dashboard.
- • Enable premium features for a controlled set of users and monitor activation friction.
Primary KPIs
- • IRS hub activations
- • Smart Filing upgrades
- • Monitoring add-ons
Next 30-45 days
Phase 2: Conversion Optimization
Execution goals
- • Use exact tier names and paywalls in-product so premium actions convert naturally.
- • Track which IRS actions trigger upgrades and where onboarding blockers reduce activation.
- • Add lifecycle email and dashboard nudges for Filing → Smart Filing → Monitoring expansion.
Primary KPIs
- • Upgrade conversion rate
- • Trial-to-paid rate
- • ARPU by client type
After funnel validation
Phase 3: Aggressive Marketing
Execution goals
- • Launch SEO pages and short-form educational content around filing accuracy, monitoring, and business compliance.
- • Run targeted ads toward taxpayers with notices, balance-due issues, or business compliance pain.
- • Package Monitoring and Compliance OS as recurring advisory retainers, not one-off service work.
Primary KPIs
- • CAC payback
- • Monthly recurring revenue
- • Retention after filing season
Commercial offers
Use the same names and prices across homepage, pricing, dashboard, and sales conversations.
• Filing: $249 one-time
• Smart Filing: $449 one-time
• Monitoring: $79/month
• Compliance Essentials: $249/month
• Compliance Control: $349/month
• Compliance OS: $499/month
Acquisition channels
Promote outcomes, not technical integrations.
• SEO around refund tracking, IRS notices, transcript-based filing, and business tax compliance.
• Short videos demonstrating “we handle everything for you” flows.
• Retargeting ads for pricing and plans visitors who do not start checkout.
• Email and dashboard lifecycle campaigns triggered by filing completion, notices, and balances due.
Positioning rule
Do not market “IRS integrations.” Market relief, clarity, and continuity: faster filing, fewer mismatches, handled notices, easier payments, and ongoing tax visibility.