Mishmatax Pro – Split Series Plan
The Split Series Plan is the most accessible way to start your tax business with Mishmatax Pro. Built for new or part-time preparers, this plan allows you to prepare and file taxes without upfront software costs, using a simple per-return revenue-sharing model so you only pay when you earn.
🧾 What You Get:
1. Mishmatax Pro Software Access (Pay-Per-Return Model)
No license fees. No large upfront investment. Simply use the full power of Mishmatax Pro and pay a small fee from each return processed. Great for beginners or seasonal tax pros.
2. Bank Product Integration (EASY ADVANCE READY)
Offer taxpayer advance loans and get paid through bank product commissions — so you can earn money even before clients pay you directly.
3. Basic CRM Tools (Client Manager)
Track clients, send basic email reminders, and manage your workflow with included client management features.
4. Basic Support Access
Get email-based support, a library of training videos, and access to weekly live Q&A sessions.
5. Branding Add-On (Optional)
Basic marketing templates are available for purchase (flyers, business cards, social media posts) to help you look professional from Day 1.
💲 Cost Structure:
No upfront fee to join Revenue Split Model:
You earn 70% – 80% of tax prep fees Mishmatax earns 20% – 30% per return (based on your volume and services used)
Upgrade to Pro Series or Complete Plan anytime for flat-fee pricing and more features
🧠 Who the Split Series Is Perfect For:
First-time tax preparers Side hustlers or part-time tax pros People testing the waters before committing to full software ownership Those with minimal startup funds who still want pro tools and support
🎁 Bonus for Split Series Members:
Access to the Mishmatax Startup Bootcamp (video training series)
Private Facebook community of new and growing tax pros
Upgrade discount if you decide to go Pro or Complete later in the seaso
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