The Complete Plan is your all-in-one solution to mastering the tax industry. Built for professionals who are ready to maximize their income, automate their business, and stand out in a competitive market, this plan gives you everything you need — no shortcuts, no upsells.
COMPLETE PRO SERIES
$150.00/month
$2345.0094% offPrice
Quantity
1. Full Access to Mishmatax Pro Software
Enjoy unlimited returns, all IRS forms, bank product integrations, audit protection tools, and advanced compliance features — everything you need to serve your clients with confidence and speed.
2. The Value Asset Masterclass
Our flagship business growth training walks you through marketing, pricing, automation, branding, and lead generation. This is how you turn a small practice into a serious firm. (Value: $497)
3. Free AFSP Course (Annual Filing Season Program)
Stay ahead with continuing education that qualifies you for the IRS AFSP Record of Completion — an excellent tool to build client trust and professional credibility. (Value: $249)
4. 1-on-1 Mentorship Program
Every month, you’ll get personal guidance to help you overcome challenges, scale faster, and grow smarter. You’ll never feel stuck or alone in your business again. (Value: $997)
5. Free Access to Mishmadesk CRM
Mishmadesk is our powerful CRM and marketing tool — designed just for tax professionals. Includes e-signature collection, client onboarding automation, SMS/email reminders, and lead tracking. (Value: $588/year)
6. Premium Support (Priority Level)
You’ll have access to top-tier customer service, onboarding assistance, and fast-track responses within 24–48 hours. (Value: $197)
7. Bonus Add-on Tools
Includes branded client portals, secure document vault, signature workflows, team member access controls, and even white-label options. (Value: $297)
Mishmatax Pro seamlessly integrates 1040 interview-based tax preparation with powerful scheduling, client tracking, and customizable pricing tools specifically designed for professional tax preparers. The software includes support for all states and full electronic filing capabilities, along with integrated bank product options.