Try the Small Firm plan free for 7 days.
Run your whole firm on FinishTax — 5 team members included, e-signatures with a step-up identity ladder up to IAL2, a branded client portal, and invoicing. One flat $79/month after the trial. Not per seat.
No charge until day 8. Cancel anytime. No contracts. Need more than 5 seats? An Agency trial is available too.
Everything a small firm needs, free for 7 days
The Small Firm plan is $79/month flat — your whole team on one price. The trial unlocks all of it: the four features firms switch for, plus unlimited clients, pipelines, organizers, scheduling, and analytics.
Your Team, One Workspace
5 team members included in the flat price. Assign clients and tasks, control access with role-based permissions, and see who did what in the activity log.
E-signatures & ID Verification
Send documents for signing with a step-up identity ladder chosen per envelope, up to IRS-accepted government ID + selfie verification at NIST IAL2. Form 8879 ready.
Branded Client Portal
Clients upload documents, e-sign, and pay invoices in a portal carrying your firm's name, logo, and colors.
Invoicing & Payments
Stripe-powered invoices with payment links, recurring billing, and pay-to-download return delivery.
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 Small Firm
Invite up to 5 teammates, brand your portal, and run the season with every feature unlocked.
What you're getting
The Small Firm trial unlocks the whole plan. Here's what you'd miss on the free plan.
Questions about the trial
Straight answers before you start.
Will I be charged during 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.
What happens after the trial ends?
After 7 days, your subscription starts at $79/month flat for the Small Firm plan. You can also downgrade to Solo ($29/month) or the free plan — or, if you need unlimited seats, upgrade to Agency ($149/month) — at any time. All your data is preserved regardless of plan.
Can I cancel anytime?
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.
Do I need a credit card to start?
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.
Can my whole team use the trial?
Absolutely. The Small Firm plan includes up to 5 team members — invite your firm from day one and everyone gets full access during the trial. Bigger team? Start an Agency trial for unlimited seats instead.
I already have a free account. Can I use this trial?
Yes. If you're already signed up, clicking the trial link will log you in and start the Small Firm trial checkout. All your existing data is preserved.
Start your free 7-day Small Firm trial
No charge for 7 days. Your whole team, every feature. Cancel anytime.
Start Free Trial →Then $79/month flat. Downgrade or cancel anytime.