Hands-on product tour
Try FinishTax yourself
No watching — you'll actually do it. Add a client, upload a document, classify it with AI, send it for e-signature, sign it, and send an invoice. It's a sandbox, so click freely.
You do the actionsNo signup neededAbout 2 minutes
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Clients
That's the FinishTax workflow.
You just ran a full client engagement — start to finish — without touching a spreadsheet or a second tool.
Created a client Uploaded a document AI-classified it Sent for e-signature Signed in the portal Moved through the pipeline Invited a teammate Sent an invoice
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