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.
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.
Choose one of the two professional software platforms we offer and have it rebranded to your own software company.
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.
Use your branded software, automations, resources, and support structure to serve software users and tax pros beyond your own office.
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.
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 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.
Choose the professional software platform that will sit under your Service Bureau brand.
Complete onboarding so we can brand your website, software, systems, automations, and the full Service Bureau ecosystem around your company.
Deploy the automations, resources, trainings, fulfillment systems, and support structure inside your Service Bureau.
Run the model with 1-on-1 mentorship, ownership-level support, and continued access to the ecosystem as you grow.
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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