🔧 What’s Included:

1. Mishmatax Pro Software – Full Access

Prepare unlimited tax returns, e-file both federal and state, access all individual forms, and integrate with bank product providers. Perfect for both solo pros and small teams.

2. Access to Mishmadesk Lite CRM

Automate your client onboarding and communication with Mishmadesk Lite. Includes lead capture forms, appointment scheduler, and basic SMS/email follow-ups. Upgrade to full CRM anytime.

3. Pro Support Tier

Get priority support via chat and email, with responses within 72 hours. Includes guided onboarding, help with setup, and quick how-to assistance when needed.

4. Tax Business Mini Toolkit

Receive essential resources to help streamline your workflow: client intake templates, pricing sheets, client engagement letter templates, and more.

5. Bonus Training Bundle

Includes access to select trainings from the Value Asset Masterclass (3 modules):

“Pricing for Profit” “Simple Tax Marketing Strategies” “Client Retention & Referrals”

💸 Total Value: Over $1,400+

Your cost:

$997/year or $99/month (Cancel anytime)

Optional Add-Ons

(Available to Pro Series Members Only):

🎓 Full Value Asset Masterclass – $297

🧠 Monthly Mentorship Calls – $97/month

📚 AFSP CE Package – $199

🔒 Upgrade to Full Mishmadesk CRM – $29/month

💼 Custom Branded Portal – $149 one-time

💼 Perfect for You If:

You’re past the beginner stage but not quite ready for the full “Complete” plan You want automation and modern tools to grow your firm You prefer to upgrade add-ons as needed You’re ready to build a real business around tax prep