
Frameworks, core principles and top case studies for SaaS pricing, learnt and refined over 28+ years of SaaS-monetization experience.
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Join companies like Zoom, DocuSign, and Twilio using our systematic pricing approach to increase revenue by 12-40% year-over-year.
At Monetizely, we understand the unique pricing challenges facing tax management software providers. Our specialized consulting services help tax application companies develop pricing strategies that maximize revenue while addressing the specific needs of this vertical market.
We apply our proven methodology to the tax software vertical with a focus on:
Compliance-Aligned Pricing Structure
We help tax software companies develop pricing tiers that accurately reflect the compliance complexity their customers face, ensuring pricing aligns with real customer value.
Usage-Based and Hybrid Models
Our consultants specialize in creating sophisticated usage-based and hybrid pricing strategies that accommodate seasonal tax workflows and transaction volume variations.
AI Feature Monetization
We guide tax application providers in effectively pricing AI-powered features like automated compliance, anomaly detection, and predictive analytics to capture their true value.
Role-Based Access Pricing
Our team helps structure pricing that accounts for multiple stakeholders while maintaining strong revenue potential from enterprise implementations.
While we don't have specific case studies in the tax management vertical to share, our work with comparable B2B SaaS companies demonstrates our ability to drive significant results:
IT Infrastructure Management Software ($10M ARR)
We transformed this company from using ad-hoc pricing to a structured approach by:
The result was their first consistent pricing model that eliminated sales friction and enabled proper monetization of strategic features.
Digital Communication SaaS Leader ($3.95B)
For a major SaaS provider facing competitive threats similar to those in the tax management space, we:
Our approach saved the company from a significant revenue drawdown while enabling new use cases.
Monetizely provides end-to-end pricing strategy services for tax management software companies:
Pricing Strategy Assessment
Comprehensive evaluation of your current pricing approach against industry best practices and competitive benchmarks.
Tiered Structure Development
Creation of optimized pricing tiers aligned with customer segments and compliance complexity needs.
Usage-Based Model Design
Development of consumption pricing approaches that account for seasonal tax workflows and varying transaction volumes.
AI Feature Monetization Planning
Strategic frameworks for pricing advanced AI capabilities to capture their full value.
Implementation Support
End-to-end guidance on rolling out new pricing strategies with minimal disruption to existing customers.
Sales Enablement
Training and tools to help your sales team effectively communicate your pricing value proposition.
Partner with Monetizely to develop a pricing strategy that positions your tax management application for sustainable growth and competitive advantage in this specialized market.
Join companies like Zoom, DocuSign, and Twilio using our systematic pricing approach to increase revenue by 12-40% year-over-year.
1
None of the other premier consultants have actually implemented complex pricing within companies like Twilio and Zoom. This requires operational systems understanding, not just strategy.
In addition, other consultants often "over egg the pudding", they know customers will buy approaches as long as they look/feel scientific, yet we have multiple customers who have spent more >$100k each on conjoint analysis which did not help them at all. We are careful with where we ask you to spend your money.
2
Willingness to pay is context-dependent and works best when analyzed alongside packaging and pricing metrics. We use structured surveys like Van Westendorp, Max Diff, Conjoint Analysis as well as in-person research interviews to gather actionable data.
3
The cost of milk or a McDonald's burger inflates. However, SaaS prices almost always deflate and requires both adjustment of product packages as well as innovation to remain relevant.
Additionally, AI adoption will drive a shift from user-based pricing to more usage/consumption based models to accommodate the very high costs of serving these products. Expect to see deflation over time here as well as the the cost of serving AI products drops by multiples every month.
4
We want to monitor discounting % per package, usage of features within the packages, upsell rate of features to see whether we have a good pricing motion or whether it needs adjusting.
5
The Monetizely team has over 28 years of collective experience in software pricing, having previously worked with industry leaders like Twilio, Zoom and DocuSign, ensuring expert guidance in SaaS pricing strategies.
6
We recommend doing a better job on the pricing testing phase and to mitigate risk roll out the pricing in a phased manner.
For 80-90% of cases, we do not recommend A/B testing as that creates too much market confusion and overhead (in certain cases, doing an advance roll out in a different geo can work).
7
Competitive information is helpful but only a small piece of the picture. Competitors are in different stages of growth. Their product functionality is also different.
We recently had a client where sales teams pushed for lower pricing to compete with current rivals, but the company’s strategic vision aimed to evolve into a new category, making the competitive pricing data less relevant.
8
To kickstart your SaaS pricing optimization, consider consulting with the experts at Monetizely. You can also deepen your understanding by reading our book "Price to Scale" and enrolling in "The Art of SaaS Pricing and Monetization" course on Maven. These resources are crafted to equip you with the necessary skills and knowledge to refine your pricing strategy effectively.