
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 bring over 28 years of combined pricing expertise to the tax management software sector, helping companies navigate the complex intersection of compliance requirements, technological innovation, and customer value perception. Our specialized approach to tax management application pricing addresses the unique challenges facing software providers in this highly regulated, rapidly evolving industry.
Our team of pricing strategists has worked with leading software companies across various stages—from early-stage tax management startups to established enterprise tax solution providers—helping them transform their pricing strategies to capture appropriate value while maintaining market competitiveness.
Monetizely offers a full spectrum of pricing optimization services tailored specifically to tax management application providers:
We help tax software companies effectively price new AI-powered features and compliance capabilities, ensuring your pricing strategy reflects the true value delivered through automation, risk reduction, and time savings. Our approach includes specialized guidance on GenAI pricing strategy for tax applications, helping you monetize advanced capabilities without creating adoption barriers.
As the tax software market evolves from legacy pricing approaches toward value-based and usage-based models, our team guides successful transitions from:
Our research methodologies are specifically adapted to the tax management software market:
Empirical Tier/Package Performance Analysis: We analyze your current pricing tiers across metrics like average deal size, upsell rates, and discounting patterns to optimize alignment between your pricing structure and go-to-market strategy.
Price Bearing Analysis: We evaluate your pricing power across different segments, geographies, and product lines to understand appropriate price points for tax management features.
Usage Analysis: We examine how customers actually use your tax management application to identify optimal pricing metrics that align with value delivery and consumption patterns.
Our experience includes helping a $10 million ARR IT infrastructure management software company transform their pricing approach from an ad-hoc model to a structured, value-based strategy. While not specifically tax software, the challenges—inconsistent sales processes, customer objections, and inability to monetize strategic features—mirror those faced by many tax management application providers.
The results demonstrate our approach:
Unlike traditional consultants, Monetizely provides comprehensive implementation support for tax software pricing changes:
Implementation Planning: We create detailed roadmaps for rolling out new pricing strategies, including internal training, customer communication plans, and system updates.
Tooling & Enablement: We develop tax software-specific pricing calculators, sales enablement materials, and training programs to ensure organizational alignment and successful execution.
Pricing Model Benchmarking: We evaluate your current tax software pricing structures against evolving industry standards to identify opportunities for improvement and competitive differentiation.
Our pricing expertise is backed by operational experience implementing pricing changes across companies like Zoom, Twilio, DocuSign, LinkedIn, and Squarespace. This real-world experience with complex CPQ systems, engineering feature flags, billing systems, and sales compensation adjustments ensures practical, implementable pricing strategies for your tax management application.
Transform your tax software pricing strategy with Monetizely's expert guidance. Our specialized approach combines industry expertise, data-driven methodologies, and practical implementation support to help you capture appropriate value while driving growth and customer satisfaction.
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.