
Finance & Fintech
Planning & Strategy
Campaign Management
Outcome Reporting
International
2024
Taxd is a global tax automation platform helping individuals and small businesses simplify and streamline the tax filing process through intelligent digital tools.
Summary
Taxd partnered with NovaStory to run a test-and-learn campaign across Meta, aiming to acquire new users and validate paid social as a sustainable, scalable channel for driving subscriptions. With a digital-first product and international ambitions, they needed a strategy that balanced performance with experimentation - setting them up for future growth with clarity and confidence.
Challenge
As a fast-growing fintech startup, Taxd had already built a strong product offering - but hadn’t yet explored paid social as a customer acquisition channel. With no historical campaign data to work from, the challenge was to build an end-to-end strategy from scratch: one that could generate subscriptions cost-effectively, while also providing insights into what messaging, creative, and audiences resonated most.
They needed more than just traffic - they needed a clear, repeatable system that could scale.
Solutions
We developed a focused Meta campaign strategy targeting high-potential audiences in key international markets, blending performance goals with agile testing. Using rapid creative iteration and structured A/B frameworks, we identified the combinations of value messaging, visual style, and CTA that drove the strongest response.
By refining our targeting and doubling down on the top-performing segments, we delivered a 7X+ return on ad spend within the campaign period - proving that paid social could be a high-impact channel for Taxd’s growth. The results didn’t just deliver ROI; they laid the foundation for a repeatable acquisition engine that could scale alongside the business.
