Best For
combines 1040 interview software with scheduling and tracking tools, bank products and individual pricing structures for the Professional Tax Preparer. All states and electronic filing are included with our Mishmatax Pro software.
“Join the future of tax preparation. Whether you're just starting or running a full tax office, Mishmatax Pro gives you the tools you need to grow — without the upfront cost. Create your free account today and only pay when you e-file.”
🔵 No subscription required. No hidden fees. Just powerful tools built for tax pros like you.
New tax pros, freelancers, part-time preparers.
FREE FOREVER
Prepare & file up to 10 Federal returns
Print Unlimited return
Client management dashboard (basic CRM)
Access to basic 1040 individual tax forms
E-signature capability for up to 10 documents
Simple document upload (PDF, JPEG)
Secure cloud-based storage (up to 500MB)
Free support via email
Software updates and compliance checks included
Branded client portal (basic design)
Audit support resources (PDF guides)
No contracts - cancel anytime
Solo pros or small teams preparing up to 100 returns per season
Everything in Free Plan, plus:
Up to 100 returns
Unlimited e-signatures
Access to
additional forms : Schedule C, EIC, E, SE, etc.
Client messaging system (in-app chat + email)
Branded email & SMS reminders
Storage up to 5GB
Priority email & chat support
Audit protection partnership (optional add-on)
Reporting tools: income summary, client status, etc.
Tax prep workflow templates
Client intake forms (fillable, digital)
No contracts - cancel anytime
Growing practices and multi-preparer offices
🧾 Unlimited returns
👥 Up to 5 user accounts with permission controls
📊 Advanced analytics dashboard: revenue tracking, client retention
🔗 Integrations: QuickBooks, Stripe, Square
📁 Branded mobile client app (iOS/Android)
🔐 20GB secure document storage
🎥 Access to monthly live training & advanced webinars
🛠️ Dedicated account manager
✅ IRS compliance updates delivered via app
No contracts - cancel anytime
"Loved everything so far"
"I love how easy and fast Mishmatax Pro is! My clients love it too."
— Maria G., Tax Pro in Florida
"My life changed forever"
"Affordable and powerful. I switched from another software and never looked back."
— James T., Atlanta
"Highly recommend this"
“I started with the free plan and upgraded after my first 5 clients. The e-filing process is smooth and the customer support is top-notch.”
Lorenzo D., Mobile Tax Preparer in California
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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