Clients, documents, invoices, e-signatures, intake portals, and deadlines — managed from one place. Built specifically for tax preparers who are tired of duct-taping tools together.
Free for up to 3 clients. No credit card. No signup required.
The features that actually win the deal, bundled into one flat monthly price. Never sold as add-ons.
Send any PDF for legally binding e-signature, signed right in the client portal. Built-in identity verification — government ID + selfie at NIST IAL2 — lets you e-sign Form 8879 compliantly without a separate DocuSign or SafeSend subscription.
Deliver finished returns through a secure portal and gate the download behind payment. Clients can't open the completed return until your invoice is paid — collected straight through your own Stripe account, with no marked-up processing fees.
Upload a stack of client documents and AI classifies each one, extracts the key figures (income, withholding, employer, EIN), writes a summary, and auto-tags them — one at a time or in bulk. Powered by Claude.
Every client gets a dedicated workspace with tasks, documents, files, messaging, and an activity timeline. Find anyone instantly with global search.
Create professional invoices, send them with Stripe payment links, track payments, and set up recurring billing — all through your own Stripe account.
Kanban boards that move clients through stages like "Docs Needed", "In Prep", "Review", "Filed". Automations fire tasks, emails, and invoices at each stage.
A branded portal your clients use to submit tax info and documents. Quick Drop (2 min) or Full Intake (10 min). Embed it on your website with one script tag.
Threaded, encrypted messaging between you and each client. They reply through the portal — no scattered emails. You're notified instantly.
Send multi-tier proposals. Clients choose a plan and accept online. Auto-generates invoices and engagement letters with e-signature.
QuickBooks, PayPal, Shopify, Square, Google Calendar, Twilio SMS — plus webhooks to connect 5,000+ apps. Sync payments, automate workflows, stay connected.
Track billable hours with a live timer or manual entries. Set rates, monitor budgets, and convert tracked time into invoices with one click.
Each team member sets their own availability. Clients book a specific preparer or any available one. SMS reminders, Google Calendar sync, and buffer time.
Send annual questionnaires. Answers auto-populate document checklists and create tasks. Smart triggers detect which documents you need from their responses.
Revenue dashboards, pipeline throughput, task completion rates, document turnaround, and team productivity. Data-driven decisions for your firm.
Auto-text clients about appointments, document requests, invoices, signatures, and return delivery. Customize templates per event. Clients opt in or out.
Each client has their own independent task list. Add a task in seconds — give it a title, pick a category, set a priority, and assign a due date.
Tasks group by status: To Do, In Progress, Awaiting Client, and Completed. Overdue highlights red, due-today highlights yellow. Filter instantly with one-click pills.
Drag a file into FinishTax and it's stored right inside the client's workspace — no separate folder structure, no naming conventions to remember.
Accepts any file type. Categorize each file, tag it to a tax year, and preview PDFs and images in the browser without downloading. Link files to checklist items for complete tracking.
The dashboard is the first thing you see every time you open the app. Summary cards show total clients, open tasks, overdue clients, and your current plan.
Recent Clients gives you fast access to whoever you were last working on. Status badges update automatically — On Track, Needs Attention, Overdue, Complete — so you never wonder where a client stands.
Click a feature to see the real thing — no signup needed.
Your whole practice at a glance — clients, open tasks, deadlines, and unbilled time.
No signup. No credit card. Open the app and start adding clients right now — five demo clients are pre-loaded so you can explore before adding your own.
Open the App Free →No training, onboarding calls, or IT department. Open it and start working.
No download or account needed. Set a 4-digit PIN on your first visit and you're in. Sample clients load automatically so you can explore.
Enter name, tax year, filing status, and contact info. FinishTax auto-creates a document checklist with 20+ common forms pre-filled.
Create tasks with priorities and due dates. Drag and drop W-2s, 1099s, and files into each client's workspace and check off what arrives.
See every overdue task, today's priorities, and upcoming deadlines across all clients. Status badges update automatically as you work.
FinishTax replaces the stack of subscriptions a typical firm cobbles together, bundled into one flat price.
| Feature | FinishTax from $29/mo | TaxDome from $58/user/mo |
|---|---|---|
| Client & task management | ✓ | ✓ |
| Secure messaging | ✓ | ✓ |
| E-signatures | ✓ | ✓ |
| Invoicing & payments | ✓ | ✓ |
| Client intake portal | ✓ | ✓ |
| AI document tagging | ✓ | ✓ |
| Website embed (intake form) | ✓ | ✗ |
| Free plan available | ✓ | ✗ |
| Flat-rate pricing (not per seat) | ✓ | ✗ |
| Cost for a 5-person firm | $79/mo | ~$330/mo |
| Setup time | Minutes | 6 – 8 weeks |
Pricing as of April 2026 from each vendor's public site. Figures vary by firm size and plan — the point is that you're stacking subscriptions when one would do.
You handle everything yourself — intake, document collection, preparation, filing. Between chasing missing W-2s and tracking amendments, it's a lot to hold in your head. FinishTax gives you one organized place for all of it, even at peak volume.
When multiple preparers share a client pool, things slip. Who collected the 1099s? Did someone already call about the K-1? The Firm plan gives your whole team a shared workspace with task assignment, pipeline tracking, and an activity log so everyone stays aligned.
Your work doesn't stop on April 15. Amendments, IRS correspondence, installment agreements — each needs its own task list and document trail. The activity timeline logs everything automatically so you always have a clear record of what happened and when.
Free for up to 3 clients — no credit card, no time limit. Upgrade as your practice grows.
All paid plans include a 7-day free trial. Cancel anytime. No contracts.
See exactly what's included in each plan
Every client, every document, every deadline — organized in one place. Start free, upgrade when you're ready.
Free forever for up to 3 clients. No credit card required.
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