Solo to Scaled Ownership
SOLO TO SCALED OWNERSHIP · SERVICE BUREAU LEVEL

Own the Ecosystem. Become a Service Bureau.

Ownership takes you from using someone else's software ecosystem to operating your own. Choose one of our two professional software platforms, put it under your software brand, and activate the automations, resources, trainings, and operating systems needed to run your own Service Bureau.

$2,997
OWNERSHIP-LEVEL SUPPORT · PAYMENT OPTIONS AVAILABLE
Solo to Scaled Ownership
YOUR SOFTWARE BRAND
ONE PLATFORM · REBRANDED
FULL AUTOMATION ECOSYSTEM
1-ON-1 GUIDANCE
Software OwnershipService BureauYour BrandTeam VolumeExpanded Revenue1-on-1 Guidance Software OwnershipService BureauYour BrandTeam VolumeExpanded Revenue1-on-1 Guidance
WHAT OWNERSHIP CHANGES

Stop Only Paying for Software. Own the Relationship Around It.

Ownership changes where the money can come from. Instead of only earning from the returns you personally prepare, you can earn from the software, team volume, and broader Service Bureau opportunities already moving through your operation.

01 · OWN

Put the Software Under Your Brand

Choose one of the two professional software platforms we offer and have it rebranded to your own software company.

02 · MONETIZE

Turn Existing Volume Into More Profit

If you already have a team, Ownership can immediately change the economics of the upcoming season by adding revenue streams tied to the software your team uses and the volume they produce.

03 · EXPAND

Bring Others Into Your Ecosystem

Use your branded software, automations, resources, and support structure to serve software users and tax pros beyond your own office.

WHAT’S INSIDE OWNERSHIP

Everything in Influence. Now It Operates Under Your Brand.

You choose the software platform. We help put your brand on it and give you the systems, resources, guidance, and support needed to run the Service Bureau model inside your own company.

Everything in Influence Choose TSP or OLT Custom-Labeled Software Unlimited Software Licenses Fully Branded Business Ecosystem Agency-Level Automation Distribution Expanded Revenue Streams Multi-Bank Product Partnerships Lifetime Ownership 1-on-1 Mentorship Ownership-Level Support Your Pricing + Fees + Offer
IS OWNERSHIP THE RIGHT FIT?

Own More of the Revenue Chain.

You don't need to know how to operate a Service Bureau before you arrive. You do need to be ready to customize the ecosystem to your brand, activate the model, and take responsibility for operating at a higher level.

OWNERSHIP IS FOR YOU IF...

You're Ready to Operate at Bureau Level.

  • You already have team volume or expect meaningful software/team production and want more of that activity to generate revenue for your own company.
  • You want one of our professional software platforms rebranded under your own software brand.
  • You want to set your own pricing, fees, offer structure, and business atmosphere.
  • You want the automation ecosystem, trainings, resources, and operating support already laid out so you're not starting from a blank page.
  • You want to bring other software users and tax pros into an ecosystem that belongs to your brand.
  • You value direct 1-on-1 guidance and a higher-touch level of support as you activate the model.
OWNERSHIP IS NOT FOR YOU IF...

You Only Want Another Income Stream.

  • You want the revenue potential but don't want the responsibility that comes with operating a Service Bureau.
  • You're unwilling to customize, activate, and use the automations, trainings, resources, and systems provided.
  • You don't want to support a software brand, software users, or a growing network around your company.
  • You're not willing to lead your team, make business decisions, and take ownership of the experience you create.
  • You only need recruiting and team-growth systems under the Solo to Scaled umbrella — Influence is the better fit.
  • You're looking for a passive purchase that runs itself without your direction or execution.
WHAT HAPPENS AFTER YOU BUY?

Choose the Platform. Make the Ecosystem Yours.

Ownership is not a handoff and goodbye. You move from customer to fellow operator inside the ecosystem, with direct guidance as your Service Bureau gets customized, activated, and launched.

01
SELECT

Choose Your Software

Choose the professional software platform that will sit under your Service Bureau brand.

02
ONBOARD

We Brand It for You

Complete onboarding so we can brand your website, software, systems, automations, and the full Service Bureau ecosystem around your company.

03
ACTIVATE

Activate the Ecosystem

Deploy the automations, resources, trainings, fulfillment systems, and support structure inside your Service Bureau.

04
OPERATE

Run With Direct Guidance

Run the model with 1-on-1 mentorship, ownership-level support, and continued access to the ecosystem as you grow.

READY TO OWN MORE OF WHAT YOU ALREADY PRODUCE?

Own the Ecosystem. Operate the Bureau.

Put professional software under your brand, add the revenue streams around it, and step into a higher-support relationship designed to help you operate your own Service Bureau with the systems already behind Solo to Scaled.

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