Get Solo to Scaled TSP for fast, modern individual return preparation plus Solo to Scaled OLT for business and corporate returns — all for $97 for the year.
One platform for your everyday individual returns. One for the business and corporate work you don’t want to send somewhere else.
Your everyday filing engine. Built for tax pros who want a modern, client-friendly individual return workflow.
Your business-return money maker. Keep the client when their tax situation gets bigger instead of referring the revenue away.
Not give you more admin, more chasing, and more reasons to be glued to one computer.
Let clients send information and documents from their phones instead.
Send and collect signatures remotely without another office visit.
Access your practice from desktop, laptop, tablet, or phone.
Use OLT to keep the client and the higher-ticket service opportunity.
Built to move clients through intake, preparation, signatures, payment, and filing with less manual work.
Clients submit information and documents from their phones.
Collect signatures without requiring an office visit.
Work from desktop, laptop, tablet, or phone.
Beginner-friendly return preparation and movement.
Offer bank products and collect preparation fees from refunds.
Documents, signatures, and client activity stay organized online.
All states included with no per-return e-file charge.
Real support included with your software access.
Solo to Scaled OLT helps you stop referring out the client when their tax situation gets bigger. Prepare individual, business, corporate, partnership, and nonprofit returns online from one professional platform.
Prepare 1120 and 1120S returns inside the platform.
Keep partnership work in-house instead of referring it away.
Add nonprofit filing capabilities to your service mix.
Individual returns and all states are included too.
Secure uploads, signatures, and client status movement.
Reduce repetitive entry when K-1 data is involved.
Add preparers, manage access, and assign work.
Track production and use integrated bank products.
Buy the software and keep it simple, or step into the bigger Solo to Scaled ecosystem when you want automation, mentorship, team growth, and more ways to monetize the business.
I need professional filing tools and I’m good with keeping it simple right now.
BUY SOFTWAREAdd automation, live activation coaching, team growth strategy, expanded revenue opportunities, and higher-level ownership options.
VIEW PACKAGESThese aren't hypotheticals. This is what happens when the systems actually get used.
“I grossed $30K by week two of tax season. That doesn't happen by accident — it happens when the systems are actually working for you instead of you working for them.”
“This was the smoothest tax season I've ever had. Fully booked from start to finish, and for the first time, I actually exceeded what I was making at my 9-to-5.”
“UI built my team, ran the strategy, and hit six figures in profit — and it's residual now. The income keeps coming in whether I'm working that day or not.”
If the software doesn’t make filing feel easier, use your 14-day guarantee and request your $97 back.
Yes. The $97 annual offer includes access to both Solo to Scaled TSP and Solo to Scaled OLT.
The $97 offer is for the year, not per month.
TSP is your everyday individual-return filing engine. OLT adds broader business, corporate, partnership, nonprofit, and additional return capabilities.
Yes. All states are included with the professional software access described on this page.
The offer includes unlimited e-filing. Bank-product and Service Bureau fees can still apply where applicable.
Yes. Bank-product returns carry a tier-based Service Bureau fee starting at $65. At 150+ clients it drops to $45, at 300+ clients it drops to $25, and at 500+ clients the Service Bureau fee is $0.
Yes. The software supports team use and multi-user management depending on the platform and account setup.
You can upgrade later. Blueprint adds the automated operations system, live activation coaching, trainings, community, and broader business-growth ecosystem around your software. Influence adds the strategies and systems to not only scale yourself but your team as well. Ownership is for those ready to own their own ecosystem. Duplicate our offer but add your brand.
Yes. Support is included with the software access.
After purchase, you’ll move into onboarding so your software access can be issued and your account can be set up correctly.
Start with the software you need now. Build into the rest of Solo to Scaled when you’re ready.
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