Your email, inside FinishTax
Gmail or Outlook. See who's waiting on a reply, and file an attachment to a client in one click.
Every client, from intake to e-file, in one place.
Clients, documents, e-signatures, the client portal, invoices and deadlines. Start free today, with no demo call.
Free for 3 clients · No credit card · Built by a working tax preparer
Founding firms: $39/mo for life · a limited number of spots left
Maria Rivera2025 return · example client
- Intake done, in SpanishFeb 3
- W-2 read and namedFeb 9
- 8879 signed · ID verifiedMar 2
- Invoice paid · return unlockednow
One client, one whole season
Follow Maria Rivera from yes to e-file.
She's an example client in our demo firm. Every screen below is the real app.
Maria's preparer is on the Small Firm plan. Features differ by plan: compare plans.
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1
She accepts your proposal
She picks a service tier and accepts your proposal with her signature. Your engagement letter goes out for e-signature from the same app.
Proposals · engagement letters · e-sign
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2
Her intake, in Spanish
She fills out your branded intake in Spanish with one toggle. Then her 2025 organizer comes back answered.
English / Español, one toggle
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3
One click reads her documents
She uploads a W-2, a 1099-INT and a 1098 from her phone. One click and FinishTax reads each one, suggests a name and the tax year, and sums it up for you.
Reads W-2, 1099, 1098, K-1 and IDs
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4
The Pipeline moves on its own
When her organizer is reviewed, she moves to Documents Collecting. When everything is in, a task to start prep appears. You set each rule once: when this happens, do that.
When this happens, do that
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5
The 8879, signed with ID checks
Her 8879's fill-in fields are found for you, and you drop in the signature boxes. She signs on her phone after an ID check you choose, up to NIST IAL2.
$0 per envelope on every paid plan · up to NIST IAL2
Forms library
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6
Paid, then delivered
Her final return stays locked until she pays her invoice in the portal. It unlocks the moment she does.
Capped processing fee
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7
Next year, and every year before
In January she's already here, with last year's return, documents and organizer one click away. Prior-year work goes under any year, any time.
Any tax year · year-round
Start free
Watch one client's workflow, start to finish, in 3.5 minutes. A real screen recording.
Also in FinishTax
Everything else a tax season needs.
No add-ons to buy. Each plan's full list is on the pricing page.
01 / 09 02 / 09 Edit any PDF
Fill, annotate and fix forms and letters without leaving the client.
03 / 09 Your firm's website
Built from a short quiz, with your photos or ours, on every plan. Your own domain on Agency.
04 / 09 Calendar and booking
Clients book from your booking page, and IRS deadlines sit on the same calendar.
05 / 09 Invoices, proposals and time
Bill a flat fee or tracked time, and see what's paid and what's overdue at a glance.
06 / 09 Your whole team
Up to five preparers on Small Firm. Assign clients and hand off work under one flat price.
07 / 09 Secure client messages
Message clients in their portal, one thread per client.
08 / 09 Reports
Revenue, pipelines, tasks and time, in one place.
Agency
09 / 09 Tax Resolution
IRS notices and collections cases, tracked like any other job.
Agency
Security
Encrypted, verified, and built to IRS rules.
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.
From the founder
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 founder · a working tax preparer
As a new business, finding a client facing software that has all the functions I need/want to operate my day to day without breaking the bank, was near impossible. I am beyond grateful that FinishTax came up as a suggestion. You are doing great things!
Founding firms · a limited number of spots
$39 a month, locked for life
The first 10 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.
a limited number of spots, honestly counted. When they're gone, they're gone.
What your tool stack costs, next to one flat plan
Add up what you're already paying for — see what one flat FinishTax plan replaces it with.
See how FinishTax stacks up head-to-head: TaxDome · Canopy · Karbon · SafeSend · Financial Cents · Liscio
List prices from each vendor's own pricing page on September 30, 2026; TaxDome's are from August 6, 2026 (see our TaxDome pricing explainer). Negotiated and multi-year rates excluded. TaxDome bundled e-sign and storage as of April 2026: untick DocuSign and Dropbox and you'd save $2,400 a year.
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.
Free
$0
- Up to 3 clients
- Tasks & document checklists
- Dashboard overview
- Your own firm website
- Free forever — no credit card
Popular
Solo Preparer
$29/mo
- Unlimited clients
- E-signatures & invoicing
- Pipelines, organizers & AI tagging
- Time tracking & scheduling
- Your own firm website
- 5% processing — never more than $10 per payment
Best value
Small Firm
$79/mo
- Up to 5 team members
- Client intake portal
- Custom branding & automations
- QuickBooks
- 5% processing — never more than $10 per payment
Agency
$149/mo
- Unlimited team & storage
- Tax Resolution — IRS notices & collections cases
- Firm groups — multiple firms, one roof
- Custom website subdomain
- Advanced analytics
- 2.5% processing — never more than $5 per payment
All paid plans include a 7-day free trial · Save 20% with annual billing · Cancel anytime, no contracts.
Every plan — even Free — includes a publishable firm website: four templates, your photo, your address at finish.tax.
Founding firm? $39/mo for life — see above.
Everything you need to know
The questions every preparer asks before switching.
Is the e-signature IRS-compliant for Form 8879?
Yes for remote signing that uses an identity check IRS guidance accepts — knowledge-based authentication or verification at NIST IAL2 — as described in Publication 1345. You choose the check per envelope, from an emailed one-time code up to a government ID + selfie at NIST IAL2. Unlimited envelopes on every paid plan, with no per-send fees.
Can I migrate from TaxDome / Canopy / spreadsheets?
Import your client book from CSV in minutes and send your first organizer the same afternoon; on Small Firm and up, brand your client portal too. Setup is self-serve, with no onboarding package to buy.
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.
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.
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 free.
No demo call and no contract. Keep going when it earns it.
Start freeFree for up to 3 clients · No credit card required