What FinishTax Is
FinishTax is a practice-management platform for tax preparers. It helps you organize clients, collect and store documents, manage tasks and deadlines, send invoices and accept payments, communicate with clients through a secure portal, and send documents for legally binding electronic signature with identity verification. A free plan stores your working data locally in your browser; paid plans sync to secure cloud storage.
FinishTax is not a tax-calculation or e-filing service. It does not compute tax liability, prepare or generate completed tax returns, or transmit returns to the IRS or any government body. You, the tax professional, remain solely responsible for the accuracy of your work and for compliance with all applicable laws and IRS requirements, including the proper use of Form 8879 e-signature authorizations.
Your Account (Paid Plans)
To use a paid plan, you must:
- Be at least 18 years old
- Provide a valid email address
- Keep your login credentials secure and confidential
- Maintain one account per person — shared logins are not permitted
You are responsible for all activity that occurs under your account. If you suspect unauthorized access, contact us immediately at contact@finish.tax.
Acceptable Use
FinishTax is intended for tax preparation workflow management. You agree not to:
- Upload illegal, harmful, or malicious content
- Use the service to distribute malware or conduct phishing
- Attempt to reverse engineer, decompile, or extract the source code
- Circumvent any access controls or security features
- Use automated tools to scrape, crawl, or overload the service
- Resell access to the service without written permission
Your Data
You own your data entirely. We claim no rights to your client information, tasks, documents, files, or any other content you create in FinishTax.
- Free plan: Your data is stored locally in your browser. Only you can access it. We never see it.
- Paid plans: Your data is stored encrypted in our cloud infrastructure and is accessible only through your authenticated account. We do not sell your data or use it for advertising. We share it only with the service providers needed to run FinishTax, as described in our Privacy Policy.
You can export all of your data at any time using Settings → Export Data.
Electronic Signatures & Identity Verification
FinishTax includes electronic signature features, including for IRS Form 8879. By using these features, you and your clients consent to do business electronically and to the use of electronic records and signatures, which have the same legal effect as handwritten signatures under the federal ESIGN Act and applicable state UETA laws.
- You may request a paper copy of any signed record, and may withdraw consent to electronic records, by contacting contact@finish.tax (withdrawing consent may prevent use of the e-signature features).
- To sign electronically you need a current web browser, an internet connection, and the ability to receive email.
- Signer identity may be verified through our provider Persona using a government-issued photo ID and a selfie (NIST IAL2) before signing.
- As the preparer, you are responsible for confirming that electronic signing is appropriate for a given document and for retaining signed records as required.
Payments and Refunds
- Paid plans are billed monthly or annually through Stripe
- All paid plans include a 7-day free trial — no credit card required to start the trial
- You may cancel your subscription at any time from Settings → Billing
- Cancellation takes effect at the end of your current billing period — no partial-period refunds
- If we increase prices, existing subscribers will receive at least 30 days written notice before the new price takes effect
- Annual subscriptions that are cancelled receive access through the end of the paid year
Availability and Reliability
- Free plan: Provided as-is with no uptime guarantee. Because data is stored in your browser, availability depends on your device and browser
- Paid plans: We target 99.5% uptime for cloud-synced features. Scheduled maintenance windows will be communicated in advance when possible
We are not liable for data loss resulting from clearing browser data on the free plan. The Export Data feature exists specifically to protect against this scenario, and we strongly recommend regular backups.
Limitation of Liability
FinishTax is a workflow management tool. We are not liable for:
- Missed tax deadlines or filing errors
- Professional errors or omissions in your tax preparation work
- Any consequences arising from decisions made based on information organized in FinishTax
- Data loss resulting from browser data clearing on the free plan
To the maximum extent permitted by law, our total liability is limited to the amount you paid for the service in the 3 months preceding the event giving rise to the claim.
Termination
- We may suspend or terminate accounts that violate these terms, with notice when reasonably possible
- You may cancel your account and delete your data at any time from Settings → Account → Delete Account
- After cancellation, cloud-stored data is retained for 90 days (in case you change your mind), then permanently deleted
- You may request immediate deletion by emailing privacy@finish.tax
Governing Law
These terms are governed by the laws of the United States. Any disputes arising from these terms or your use of FinishTax will be resolved by binding arbitration in accordance with the rules of the American Arbitration Association.
Contact
Questions about these terms? Email us at legal@finish.tax.