Integrations

Connect FinishTax to the tools you already use

Sync your books, send from your own inbox, collect payments, verify identities, and wire FinishTax into your own systems. Here's everything you can connect today.

Each integration below is available in FinishTax right now. Where a connection is included only on certain plans, we've labeled it so there are no surprises.

Does FinishTax work with my tax software?

FinishTax is practice management, not tax preparation software — it doesn't compute a return. You still prepare the actual 1040 in whatever package you use today: Drake, Lacerte, ProConnect, ProSeries, UltraTax, TaxAct, TaxWise, TaxSlayer, CrossLink, or anything else. FinishTax sits alongside it, handling everything around the return:

  • The client relationship — intake, the pipeline, deadlines, and messaging
  • Collecting and organizing source documents (W-2s, 1099s, prior returns) before you sit down to prepare
  • Getting Form 8879 e-signed, with identity verification, once the return is done
  • Invoicing and getting paid before the finished return goes out

Your client list can move over; your return data can't. Import your book once from a CSV export — FinishTax recognizes the column layout from Drake, Lacerte/ProConnect, and UltraTax CS out of the box, and auto-detects columns from any other package's export, so re-keying 300 clients by hand isn't the alternative. What doesn't move between the two systems is return data: no income figures, no calculations, and no e-file status sync in either direction, live or otherwise. You still download the finished return as a PDF from your tax software and upload it to FinishTax yourself, the same way you'd attach it to an email today.

What FinishTax does connect to directly, on an ongoing basis, is your accounting and communication stack — QuickBooks Online, Gmail/Outlook, Google Calendar, and the payment and messaging tools below.

Accounting

1 integration

QuickBooks Online

Firm & up

Keep FinishTax and QuickBooks Online in sync so your client list and invoicing don't drift apart.

  • Import QuickBooks customers as FinishTax clients
  • Push invoices to QuickBooks and sync payment status back

Email & Calendar

3 integrations

Gmail

Paid plans

Connect your Gmail account to read and send client email without leaving FinishTax.

  • Sync your Inbox and Sent mail, matched to the right client
  • Send replies with attachments straight from FinishTax

Outlook / Microsoft 365

Paid plans

Link your Microsoft 365 or Outlook.com mailbox through the Microsoft Graph API.

  • Sync inbox and sent items, auto-matched to clients
  • Send email with attachments from your own address

Google Calendar

Firm & up

Two-way sync between your scheduling in FinishTax and your Google Calendar.

  • Push new appointments to Google Calendar automatically
  • Pull Google events back into your FinishTax schedule

Payments & Commerce

4 integrations

Stripe

Paid plans

Stripe powers billing across FinishTax, so card data is handled securely and never stored on our servers.

  • Collect client invoice payments and manage subscriptions
  • Hosted checkout and billing portal keep cards off our systems

PayPal

Firm & up

Connect a PayPal account with a secure OAuth flow. Payment collection through PayPal is in development.

  • Secure OAuth connection with encrypted token storage

Square

Firm & up

Link your Square account with a secure OAuth flow. Payment collection through Square is in development.

  • Secure OAuth connection with encrypted token storage

Shopify

Firm & up

Connect a Shopify store with a secure OAuth flow. Commerce data sync is in development.

  • Validated shop connection with encrypted token storage

Communication

2 integrations

Twilio SMS

Firm & up

Send text messages to clients — reminders, nudges, and updates — powered by Twilio.

  • Opt-in aware sending with automatic STOP handling
  • Delivery logging so you can see what went out

SendGrid Event Tracking

All plans

When email delivery runs through SendGrid, FinishTax ingests its delivery events over a signature-verified webhook.

  • Tracks delivered, opened, bounced, and spam events
  • Flags bounces so you can catch bad addresses early

E-signature & Identity

1 integration

Persona

Paid plans

When selected as the identity rung for an envelope, Persona verifies signer identity at NIST IAL2 before a remote signature on Form 8879 and other documents.

  • Government-ID + selfie verification
  • Each check is bound to its signing session to prevent reuse

Put FinishTax on your website

3 options

No integration needed — one script tag adds client intake or appointment booking to any site.

Client Intake Widget

All plans

Floating button or inline form — Quick Drop or Full Intake, fully brandable.

  • One script tag; works on WordPress, Squarespace, Wix, and Webflow
  • Submissions land in your dashboard like portal submissions

Appointment Booking

Firm & up

Popup or inline scheduling that writes straight to your calendar.

  • Match your site with custom button color and text
  • Bookings appear on your FinishTax schedule instantly

Branded Portal

Firm & up

Your own yourfirm.finish.tax client portal, logo and colors included.

  • Share one link or QR code — no code on your site at all

Read the embed guide →

Integration availability follows your plan. Payment connections (PayPal, Square, Shopify), QuickBooks Online, Google Calendar, and SMS unlock on the Small Firm plan and up. See pricing for the full plan breakdown. FinishTax connects to these services through their official APIs; product names and logos belong to their respective owners.

Wire up your workflow

Start free, then connect the tools your firm runs on. No credit card required to begin.

Open the app →

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