Software that does its job.
Professional tax software that gives you the filing power you need without pretending the login alone is the whole business.
Software · Systems · Strategy
Your Software
Can File the
Return.
It Can’t Build the Business.
That’s Our Part.
You already know how to prepare taxes. The goal now is to stop letting every client, follow-up, team question, and growth move depend on you. Solo to Scaled gives you the software, systems, strategy, and mentorship to build bigger without making your workload bigger.
SOFTWARE
SYSTEMS
STRATEGY
MENTORSHIP
Systems that stop everything from depending on you.
Automations, workflows, resources, and infrastructure that keep the business moving without you touching every little thing.
Strategy that turns movement into money.
Mentorship that helps you stop collecting ideas and start making smarter moves with the software, systems, team, and opportunities already in front of you.
Choose what you’re building
Pick the Level. Build the Business.
You don’t need every feature on day one. You need the level that matches what you’re trying to build right now.
Flexible payment options available.
Pay in 4 with Afterpay or Klarna, or use our in-house Pay-in-3 on qualifying packages.
FOUNDATION LEVEL
Get your business out of your head. Blueprint is for the tax professional who needs the software, systems, training, and support to create structure before trying to scale.
$797
- Dual Professional Software Access — TSP & OLT
- TaxRilla CRM — automated operations system
- Access self-paced and live trainings (Tax, Operations, Growth Strategies, Marketing)
- Team training included
- Software resell opportunity
- Bank Product Integration
- Technical Support
- Done-for-you resources, SOPs & templates
- 4-week Solo to Scaled mentorship experience
- Community + group coaching access
- Unlimited users
TEAM + SCALE LEVEL
INFLUENCE
Influence is for the ERO ready to grow a stronger team, expand the reach of their brand, automate more of the business, and build a model that can handle more people, more production, and more opportunity.
$1,797
- Everything in Blueprint, included
- Done-for-you recruiting system
- Team onboarding system
- Done-for-you marketing system — built for deployment
- Revenue expansion system — income streams beyond tax prep
- Automated Referral System
- Priority mentorship & support
OWNERSHIP LEVEL
Stop just buying software. Own the ecosystem. Ownership is for the business owner ready to resell software, create additional revenue streams, and duplicate the service bureau model under their own brand.
$2,997
- Everything in Influence, included
- Full service bureau model built under your brand
- Fully loaded branded business ecosystem
- Expanded Revenue Streams
- Multi-Bank Product Partnerships
- Custom-labeled software
- Unlimited software licenses
- Lifetime ownership
- 1-on-1 mentorship
- Agency-Level Automation Distribution
- Your pricing, fees, atmosphere & offer — under your brand
- Ownership-level strategy & support
You bought the tools. Now let’s put them to work.
The 4-Week Solo to Scaled Activation Sprint
This is a live 4-week activation sprint, offered monthly before tax season. We're not handing you a bunch of tools and wishing you luck. For four weeks, you plug into the systems already laid out for you and run them live, inside your own business. By the end, you're not walking away with notes and good intentions. You're walking away with a business that runs, markets, and grows differently than the one you started with.
WEEK 1
⌘
Build Your Blueprint
Build the foundation people can actually find. Get your CRM live, build your Google Business Profile, and shape authority messaging that helps the right clients find you, understand your value, and know why they should choose you.
WEEK 2
✦
Marketing on Autopilot
Build a staff that doesn’t sleep. Launch your AI-powered 24/7 tax office with phone, social media content, and SEO agents working on top of Week 1’s foundation — answering, creating, optimizing, and keeping your business visible while you’re off the clock.
WEEK 3
◉
From Business to Business Owner
Recruit an army without the army-sized headache. Learn our team growth strategy for bringing in preparers at volume without personally carrying every recruit. Structure the opportunity so the team can grow through itself — multiplying production, leverage, and income beyond what you personally prepare.
WEEK 4
↗
Sell While You Sleep
Turn on demand and close what comes in. Launch paid ads and referral partnerships, build your AI Ad Campaign Manager to track spend, performance, and lead quality, connect campaigns back to your CRM, and tighten a warm, confident sales process that closes without pressure.
The transformation
From Solo to Scaled
Scaling is not doing more by yourself. It’s building an operation that can keep moving when you are not personally touching every step.
SOLO
If you stop, the business slows down.
- Manual follow-up
- Owner-dependent growth
- Training everything yourself
- Fixing every issue personally
- More volume means more pressure
S2S
SCALED
The business keeps moving because the systems do too.
- Systems support client movement
- Automations handle repetitive follow-up
- Training supports your team
- Infrastructure supports growth
- You lead more and chase less
Inside the ecosystem
Software is the beginning. The ecosystem is the leverage.
Anybody can sell you a login. We built what happens after you log in. The software, systems, training, marketing, community, and mentorship are meant to work together — not sit in six different tabs collecting dust.
▣
Tax Software
Professional filing foundation.
◎
TaxRilla CRM
Lead capture, follow-up, onboarding & pipelines.
⌘
Workflows
Pre-built client & marketing automations.
◈
Marketing Resources
Done-for-you assets, SOPs & growth tools.
◉
Community
Accountability, peer support & real implementation.
✦
Mentorship
Strategy tied to execution.
What happens after you join
You Buy It. We Help You Put It to Work.
01
Purchase
Choose the package that fits the business you’re building.
02
Onboard
Share your details and get your access aligned.
03
Activate
Turn on the systems, workflows, resources, and software inside your business.
04
Operate
Run the ecosystem live so the business moves differently day to day.
05
Scale
Grow with more leverage and less operational chaos.
Quick comparison
Compare the Packages
| Feature | Blueprint | Influence | Ownership |
|---|---|---|---|
| Dual Professional Software — TSP + OLT | ✓ | ✓ | ✓ |
| TaxRilla CRM / GHL Ecosystem | ✓ | ✓ | ✓ |
| Done-for-You SOPs & Templates | ✓ | ✓ | ✓ |
| Team Training | ✓ | ✓ | ✓ |
| Unlimited Users | ✓ | ✓ | ✓ |
| Software Resell Opportunity | ✓ | ✓ | ✓ |
| 4-Week Activation Sprint | ✓ | ✓ | ✓ |
| Community + Group Coaching | ✓ | ✓ | ✓ |
| Team Onboarding System | — | ✓ | ✓ |
| Recruiting System | — | ✓ | ✓ |
| Custom-Labeled Software | — | — | ✓ |
| Unlimited Software Licenses | — | — | ✓ |
| Lifetime Ownership | — | — | ✓ |
| 1-on-1 Mentorship | — | — | ✓ |
| Agency-Level Automation Distribution | — | — | ✓ |
No guessing
Frequently Asked Questions
Which package is right for me?
Blueprint is the most natural starting point if you need software plus structure, systems, and support. Influence fits the owner ready to scale a team and expand their brand. Ownership is for the person building a software business or service bureau model.
Can I upgrade later?
Yes. The structure is intentionally laddered so you can start with the level that fits now and move up as the business changes.
Is this just software?
No. Software is the core, but the package experience expands into systems, automation, resources, mentorship, community, team growth, and ownership opportunities.
What happens after I join?
You move into onboarding, receive the appropriate access, and begin activation based on the package you selected.
Are there backend Service Bureau fees?
Yes. Software bank-product returns carry a tier-based Service Bureau fee starting at $65 per funded return. At 150+ clients, the fee drops to $45. At 300+ clients, it drops to $25. At 500+ clients, the Service Bureau fee is $0. Ownership starts at a $0 Service Bureau fee from day one.
What if I already have Solo to Scaled Software and want to upgrade later?
If you already have Solo to Scaled Software, you can upgrade into a package later. Use the Contact Us section below and we’ll send you the application so we can review where you are, what you already have, and which package makes the most sense next.
CONTACT US
Not sure which move makes sense?
Reach out and we’ll send you the Solo to Scaled application. As soon as we receive it, we’ll review your information and get a call booked with you so we can talk through the best next step.
You Don’t Need More Random Tools. You Need the Right Next Move.
Choose your package or let us help you figure out which level makes sense for the business you’re building.