One flat price for the whole firm — free for up to 3 clients, then $29, $79, or $149 a month. No per-seat billing, no demo call, no annual contract.
Free for up to 3 clients — no credit card, no time limit. Every paid plan starts with a 7-day free trial.
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 the offer.
Paying per seat for several tools today? Add up your current stack and set it beside one flat plan.
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 |
| 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 |
| Your own domain for your website | 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 |
The payment-processing fee applies only to invoices paid through FinishTax's built-in Stripe checkout — collect outside FinishTax and there's no fee.
The money questions, answered before you sign up.
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.
The plan you started on carries on and the first charge falls on day 8. Cancel or drop to the free tier before then, from Plan & Billing, and you are charged nothing. No lock-in either way — and Settings → Export Data gives you a full JSON backup of your clients, tasks, documents, and activity whenever you want it.
Yes. Switch the Monthly/Annual toggle in Plan & Billing and every paid plan drops about 20%: Solo is $276 a year instead of $348, Small Firm $756 instead of $948, and Agency $1,428 instead of $1,788. The 7-day free trial works the same either way, and you can switch between monthly and annual later.
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.
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.
More questions about the product itself? See the full FAQ on the home page.
No demo call, no contract, no six-week setup project. Start on the free tier and upgrade the week it pays for itself.
Start free →Free for up to 3 clients · No credit card required