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 has a 7-day free trial. A card is required to start; you're charged on day 8 unless you cancel, and cancelling during the trial costs nothing. Prefer to skip the trial? Subscribe now.
Every paid plan has a 7-day free trial (card required; charged on day 8 unless you cancel) · Save 20% with annual billing · Cancel anytime, no contracts.
Online payments, the same on every paid plan: 2.99% when a client pays an invoice by card, 3.5% when you charge a saved card, 1% when you debit a saved bank account ($1 minimum, $20 maximum). Where Stripe's own fee comes to more, you pay only Stripe's. No fee if you collect outside FinishTax.
Every plan — even Free — includes a publishable firm website: four templates, your photo, your address at finish.tax.
Founding firm? Small Firm at $39/mo for life — see the offer.
Switching before tax season? Small Firm on monthly billing at $39/mo for your first 12 months, then $79/mo, if you sign up by January 31 — 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 Online sync | No | No | Yes | Yes |
| Client portal | No | Yes | Yes | Yes |
| Custom branding | No | No | Yes | Yes |
| Recurring work & auto-invoicing | No | No | Yes | Yes |
| Multiple firms (firm groups) | No | No | No | Yes |
| Your own domain for your website | No | No | No | Yes |
| Storage | None | 25 GB | 100 GB | Unlimited |
| Payment-processing fee | No online payments | 2.99% card · 1% bank | 2.99% card · 1% bank | 2.99% card · 1% bank |
Payment rates apply only to invoices paid through FinishTax's built-in Stripe checkout. Each is your total, Stripe's processing fee included, and the same on every paid plan: 2.99% when a client pays by card (less by bank), 3.5% when you charge a saved card or autopay runs, 1% when you debit a saved bank account ($1 minimum, $20 maximum). Where Stripe's own fee comes to more, you pay only Stripe's. 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, at that plan's price. Cancel before then, from Plan & Billing, and you are charged nothing; your firm moves to the Free plan (up to 3 clients) and nothing is deleted — Settings → Export Data gives you a full JSON backup of your clients, tasks, documents, and activity whenever you want it. Every paid plan has a 7-day free trial. A card is required to start; you're charged on day 8 unless you cancel, and cancelling during the trial costs nothing. Prefer to skip the trial? Subscribe now.
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.
The rates are the same on every paid plan, and each one is your total, Stripe's processing fee included. When a client pays from the emailed invoice or the portal, the total is 2.99% by card and less by bank; on invoices under about $345, a card payment costs only Stripe's 2.9% + 30¢. When you charge a saved card, or autopay runs, the total is 3.5% (on payments under $50, only Stripe's 2.9% + 30¢; on a card issued outside the US, only Stripe's international rate). When you debit a saved bank account, the total is 1%, with a $1 minimum and never more than $20. If you collect payments outside FinishTax, there is 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