Tax Software Case Study – Strategic Shift to Drive Scalable Growth

The Goal

A growing tax software provider needed to compete against national brands without a national budget. The priority: acquire new filers efficiently, grow market share, and build a scalable strategy that could sustain long-term growth.

The LQ Solution

• Shifted to intent-driven acquisition strategies to maximize scale and revenue at lower cost
• Expanded reach by optimizing non-brand search and refining targeting to capture untapped demand
• Established an always-on search foundation designed to compound growth season over season

Why it Matters

• Smarter targeting closes the gap between challenger and national brand
• Non-brand search is an underutilized growth lever in competitive categories
• Sustainable acquisition starts with the right foundation

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