Connect FinishTax to the tools you already use

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

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

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

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

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

Connect a PayPal account so you can offer clients another familiar way to pay.

• Secure OAuth connection with encrypted token storage

Link your Square account to bring another payment processor into your firm.

• Secure OAuth connection with encrypted token storage

Connect a Shopify store to bring your commerce data alongside your client work.

• Validated shop connection with encrypted token storage

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

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

An optional SignNow-backed signing flow for documents that need an external e-signature provider.

• Email or embedded signing invites for your documents
• Completion webhooks and signed-PDF download

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

Get real-time notifications in your own systems whenever things happen in FinishTax.

• Subscribe to client, task, invoice, document, pipeline, and proposal events
• HMAC-SHA256 signed payloads with delivery logs and test events

Build your own automations against FinishTax using API keys you generate and control.

• Generate and revoke scoped API keys
• Keys are stored hashed and shown only once at creation