Free plan available · No credit card to start · Cancel anytime
$0/envelopeunlimited e-signatures8879 → e-signedfields auto-placed< 1 dayfrom signup to branded portalUp to IAL2identity checks built into signing
Drop in an 8879 — the fields place themselves, ready for IRS-compliant e-sign with identity verification. Or drop any fillable form — nothing leaves your browser.
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Your whole firm. One flat price. No demo call.
Practice software charges per seat and hides the price behind a sales call. FinishTax is one flat monthly price for the whole firm — published right here, no call required.
Shared clients. Synced documents. One login for the whole firm.
Up to five preparers work the same pipeline on the Small Firm plan — assign clients, hand off tasks, see the same deadlines. Adding your seasonal hire adds $0.
E-sign 8879s with identity verification built in.
A step-up identity ladder inside the signing flow — up to a government ID + selfie check at NIST IAL2, IRS-accepted for remote 8879s. You choose the rung per envelope. Unlimited envelopes on every paid plan, $0 each, no DocuSign bolted on. The photo and selfie stay with our verification provider, Persona — your firm never stores them.
A branded portal your clients can actually use.
Upload, e-sign, message, and pay under your logo and colors — from any browser or phone, no app to install. Live in under a day.
Nothing for your clients to download — the portal runs in whatever browser they already have open, on a phone or a desktop.
And the rest of the toolkit — included, never an add-on:
Handling Social Security numbers and signing 8879s remotely comes with real obligations — encryption, signer identity checks, a written security plan under IRS Pub. 4557. FinishTax already built them in, so you're not assembling them yourself.
Not a feature tour — the real app, screen by screen, following one example client from first hello to filed-and-paid. Meet Maria Rivera.
01
She joins your book — at no extra cost.
Maria is one of 52 clients on the account. On a flat firm price, adding her — or your seasonal hire — is $0. No per-seat math, ever.
52 clients · one flat price
02
She sends everything herself — in Spanish.
Maria opens her firm-branded intake and completes it in Spanish. One toggle flips every question — no separate site, no translator, no phone tag.
Intake in Español, one toggle
03
Her documents land in one organized place.
W-2, 1099-INT, 1098 — all filed under Maria, ready the moment you open her file. Nothing buried in your inbox, nothing to chase down.
Every document under one client
04
She fills out the organizer for you.
Her 2025 tax organizer comes back answered, so you start the return with the whole picture instead of a shoebox of receipts and a game of email tag.
13 of 18 answered
05
You send the 8879 — signed with ID verification.
You choose the identity rung per envelope, up to a government ID plus a selfie at NIST IAL2, right inside the signing flow. IRS-accepted for remote 8879s, with no DocuSign bolted on and $0 per envelope.
Gov ID + selfie · up to IAL2
06
Her return unlocks when the invoice clears.
Maria's final 1040 stays locked behind her invoice. She pays in the portal, it downloads — you never hand over a return you haven't been paid for.
Locked until the invoice clears
07
And your whole book stays on one calm dashboard.
Every client, every deadline, and exactly what needs attention today — the one screen you keep open all season long, instead of five tabs and a spreadsheet.
What needs attention today
That's the whole season — one client, one flat price, one place. See what it costs ↓
Send any tax form. Watch it fill itself.
Pick a form from the built-in library — 8879, W-4, W-9, I-9, W-4P, VA-4, 8821 — or upload any fillable PDF. FinishTax detects every field and places it for you, labeled "Social security number," not "f1_05[0]".
Seven official forms ship in the library, ready to send.Auto-detect places every field — with human-readable labels.
The same engine powers employee forms — W-4s, I-9s, W-9s — in bulk. Your client signs with a guided walkthrough that won't let them miss a field, and bulk send fans one template out to up to 50 recipients — each getting their own copy.
I prepare tax returns at a small firm. This January I'll be at the same desk you will — printing an 8879 that should have come back signed a week ago, watching the drop-off pile grow while the phone rings.
FinishTax started as our own fix: one screen that showed which clients were missing documents, which returns were stalled on a signature, and who hadn't paid. I write software, so I built that screen. Other preparers saw it over my shoulder and asked what it was.
Shopping for practice software as a buyer left me with a short list of standing refusals — they're the point of the product:
No per-seat pricing. The whole firm works under one flat price.
No sales-gated pricing. Every price is public, in dollars.
No envelope meters. E-signing is part of the plan, not a tab running against April.
No annual lock-in. Month-to-month, cancel from inside the app.
And honestly: there's no native mobile app yet — clients use the portal from their phone's browser — and we're new. That's exactly why the free tier and month-to-month billing exist: run a season through FinishTax, and if it doesn't hold up, walk away having risked nothing but an afternoon. See what we're building next on the roadmap.
The first ten firms get FinishTax for $39 a month for as long as they stay — the price never changes. And the founder does your setup with you, personally: client import, portal branding, your first e-sign envelope.
Ten spots, honestly counted. When they're gone, they're gone.
Everything the big tools do — for a fraction of the price
Add up what you're already paying for — see what one flat FinishTax plan replaces it with.
Vendor prices above are each vendor's published list price, verified against its own public pricing page on August 6, 2026. They exclude negotiated rates and multi-year prepay discounts, and vary by plan tier — the point is that you're stacking per-seat subscriptions when one flat FinishTax plan would do.
Start free. Upgrade when you're ready.
Free for up to 3 clients — no credit card, no time limit. Every paid plan starts with a 7-day free trial.
Every row below is what our servers actually enforce — not just what's advertised.
Feature
Free
Solo
Small Firm
Agency
Clients
3
Unlimited
Unlimited
Unlimited
Team members
1
1
5
Unlimited
File uploads
No
Yes
Yes
Yes
E-signatures
No
Yes
Yes
Yes
Organizers
No
Yes
Yes
Yes
AI document tagging
No
Yes
Yes
Yes
SMS
No
No
Yes*
Yes*
QuickBooks
No
No
Yes
Yes
Client portal
No
No
Yes
Yes
Custom branding
No
No
Yes
Yes
Multiple firms (firm groups)
No
No
No
Yes
Storage
None
500 MB
5 GB
Unlimited
Payment-processing fee
No online payments
5% — never more than $10
5% — never more than $10
2.5% — never more than $5
* SMS is available on Small Firm and Agency; sending requires purchased SMS credits (from $5 for 100 texts), billed separately from the plan price. The payment-processing fee applies only to invoices paid through FinishTax's built-in Stripe checkout — collect outside FinishTax and there's no fee.
Everything you need to know
The questions every preparer asks before switching.
Is the e-signature IRS-compliant for Form 8879?
Yes — you choose the identity check per envelope, from an emailed one-time code up to a government ID + selfie check at NIST IAL2, the rung IRS-accepted for remote 8879 signing. Unlimited envelopes on every paid plan, with no per-send fees.
Is FinishTax really free?
Yes — completely free for up to 3 clients with no time limit and no credit card required. You get task management, document checklists, and the dashboard at no cost. File uploads and unlimited clients require a paid plan.
Can I migrate from TaxDome / Canopy / spreadsheets?
Import your client book from CSV in minutes, brand your portal, and send your first organizer the same afternoon. No 6–8-week onboarding project.
Do my clients need to install anything?
No. Clients get a link to your branded web portal — upload, e-sign, pay, and message from any browser or phone. Nothing to download on your end either: FinishTax runs entirely in the browser.
Where is my data stored? Is it secure?
Your data is stored in encrypted cloud storage on every plan, including free. Social Security Numbers are encrypted by FinishTax with AES-256-GCM before they reach the database; see our Security and Privacy Policy pages for details, including what's sent to our AI document classifier and when.
How does the payment processing fee work?
When clients pay invoices via Stripe through FinishTax, we charge a platform fee on the transaction — 5% on Solo and Small Firm, never more than $10 per payment; 2.5% on Agency, never more than $5 — on top of Stripe's standard fees. So a $700 return costs $10, not $35. If you collect payments outside FinishTax, there's no fee.
Can my team use it together?
Yes — the Small Firm plan ($79/month) supports up to 5 team members with a shared client pool, task assignment, and a team activity log. The Agency plan supports unlimited team members. Billing is per-account, not per-seat.
What happens after the 7-day trial?
Pick a plan or drop to the free tier. No lock-in, cancel anytime — and Settings → Export Data gives you a full JSON backup of your clients, tasks, documents, and activity whenever you want it.
Why isn't FinishTax per-seat?
Because hiring a second preparer for the season shouldn't raise your software bill. Per-seat pricing taxes you for growing, during the exact months you can't avoid adding help. FinishTax is one flat price for the whole firm — $79 a month whether two people sign in or five.
Who builds FinishTax?
A working tax preparer at a small firm — FinishTax started as the firm's own fix, not a pitch deck. Read the letter above, or the full version on the About page.
Put three clients in. That's the whole pitch.
No demo call, no contract, no six-week setup project. If FinishTax doesn't make next season lighter, walk away having risked nothing but an afternoon.
