Limited offer — 7 days free

Try the Agency plan
free for 7 days.

Get full access to FinishTax Agency — unlimited team members, white-label portal, API access, advanced analytics, and everything else. No charge for 7 days.

Start Free 7-Day Trial →

No charge until day 8. Cancel anytime. No contracts.

No credit card upfront Built on SOC 2-compliant infrastructure AES-256 encryption

Everything in Agency, free for 7 days

The Agency plan is our most powerful tier at $149/month. With this trial, you get every feature at no cost for 7 days.

Unlimited Team Members

Add your entire firm. Role-based permissions, client assignment, and team activity tracking.

E-Signatures & ID Verification

Send documents for signing with IRS-compliant identity verification (government ID + selfie, IAL2). Form 8879 ready.

Invoicing & Payments

Stripe-powered invoicing with payment links, recurring billing, and 2.5% processing fees.

White-Label Portal

Remove all FinishTax branding. Your clients see your firm name, logo, and colors only.

REST API & Webhooks

Build custom integrations with API keys. Connect to 5,000+ apps via Zapier.

Advanced Analytics

Revenue dashboards, pipeline metrics, team performance, and client growth analytics with CSV export.

Email & SMS

Gmail/Outlook integration, AI email drafts, SMS reminders, and pre-built templates.

Workflow Pipelines

Kanban boards for 1040, 1120S, 1065, and custom workflows with stage-based automations.

PDF Editor & AI Tagging

Edit, merge, split, and redact PDFs. AI auto-classifies W-2s, 1099s, and other forms.

How it works

Three steps. Under two minutes.

Create your account

Sign up with your email. No credit card required to start.

Activate your trial

You'll be redirected to Stripe to confirm your trial. No charge for 7 days.

Start using Agency

Invite your team, connect integrations, and run your firm with every feature unlocked.

What you're getting

The Agency trial includes everything. Here's what you'd miss on the free plan.

Free
Agency Trial
Clients
3
Unlimited
Team members
1
Unlimited
File storage
500 MB
Unlimited
E-signatures
—
✓
Invoicing & payments
—
✓
White-label portal
—
✓
API & webhooks
—
✓
Advanced analytics
—
✓
Priority support
—
✓

Questions about the trial

No. Your trial is completely free and no credit card is required to start. We'll ask for a payment method before the trial ends so service can continue — if you don't add one, the trial simply cancels and you're never charged. Cancel anytime.
After 7 days, your subscription starts at $149/month for the Agency plan. You can also downgrade to the Firm ($79/month), Solo ($29/month), or free plan at any time. All your data is preserved regardless of plan.
Yes. Cancel from Settings > Plans & Billing at any time. If you cancel during the trial, you'll never be charged. No questions asked, no cancellation fees.
No credit card is required to start. We'll ask for a payment method before the trial ends so service continues seamlessly — if you don't add one, the trial just cancels. You're never charged during the trial.
Absolutely. The Agency plan includes unlimited team members. Invite your entire firm from day one — everyone gets full access during the trial.
Yes. If you're already signed up, clicking the trial link will log you in and start the Agency trial checkout. All your existing data is preserved.

Start your free 7-day Agency trial

No charge for 7 days. Full access to every feature. Cancel anytime.

Start Free Trial →

Then $149/month. Downgrade or cancel anytime.