FinishTax Pricing Overview

FinishTax Pricing Key Insights

Last updated on Apr 09, 2026

FinishTax offers 4 pricing editions, starting from $0 to $149. FinishTax pricing tiers are designed to support different usage levels and team sizes. Compare the FinishTax pricing table below to figure out the best fit for your needs. Some plans may require you to contact FinishTax for custom pricing.

Free — $0

Solo Firm — $29 / Per Month

Small Firm — $79 / Per Month

Agency — $149 / Per Month

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Free

Up to 3 clients, no credit card, no time limit

Solo Firm

$29.00

Per Month

One preparer, unlimited clients

Small Firm

$79.00

Per Month

Up to 5 team members, one flat price

Unlimited Clients

Up to 5 Team members

Tasks, document checklists, dashboard

Firm website (4 templates)

5GB File uploads and storage

AI document reading, one click per file

E-signatures, $0 per envelope, ID checks up to NIST IAL2

Invoicing with online payments (5%, max $10 per payment)

Organizers, pipelines, time tracking, scheduling

Client portal with intake in English or Spanish

Proposals with service tiers

Automations (when this happens, do that)

Return locked until the invoice is paid

Booking page and custom branding

QuickBooks Integration

Agency

$149.00

Per Month

Unlimited team, Tax Resolution, own domain

Unlimited Clients

Unlimited Team members

Tasks, document checklists, dashboard

Firm website (Your Own Domain + 4 templates)

Unlimited File uploads and storage

AI document reading, one click per file

E-signatures, $0 per envelope, ID checks up to NIST IAL2

Invoicing with online payments (2.5%, max $5 per payment)

Organizers, pipelines, time tracking, scheduling

Client portal with intake in English or Spanish

Proposals with service tiers

Automations (when this happens, do that)

Return locked until the invoice is paid

Booking page and custom branding

QuickBooks Integration

Tax Resolution: IRS notices and collections cases

Detailed reports and multiple firms under one roof

FinishTax pricing model is designed for independent tax preparers and small tax firms that want practice management software without per-seat bills. Start free for up to 3 clients, with no credit card and no time limit. Solo Preparer is $29 a month for unlimited clients, e-signatures, invoicing, organizers and one-click AI document reading. Small Firm is $79 a month flat for up to 5 team members and adds the client intake portal, proposals, automations and QuickBooks. Agency is $149 a month for an unlimited team, Tax Resolution and your own website domain. Every paid plan starts with a 7-day free trial, and annual billing saves about 20%. Founding firms get $39 a month for life while spots last. Unlike per-user tax practice management software, one flat price covers the whole firm.

Pricing information for FinishTax is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase FinishTax must be conducted with the seller.

Prices in USD. Save about 20% with annual billing. A payment-processing fee applies only to invoices clients pay through FinishTax's built-in checkout: 5% (max $10 per payment) on Solo and Small Firm, 2.5% (max $5) on Agency.

Pricing information was last updated on September 29, 2026

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FinishTax Alternatives Pricing

The following is a quick overview of editions offered by other Tax Practice Management Software

Product	Price	Features
Karbon Team	$59.001 Users Per Month	For smaller teams looking to consolidate workflows into an integrated collaboration platform. Integrated Email Team Collaboration Tools Workflow and To-Do Lists Time Tracking & Budget Reporting Billing & Payments
Canopy Standard	$74.001 User Per Month	Everything you need to run your firm CRM and Client Management Document management and eSign Client portal and secure messaging Workflow and task tracking Invoicing and payments
TaxDome TaxDome Essentials	$58.00Per Month	Native PDF Editor Firm and client mobile apps White-labeled website and client portal Workflow automation Time & Billing (ACH, Credit Card) Unlimited support and advanced training sessions Add more users as you grow Windows desktop application Unlimited e-signatures CRM Team management Client organizers (forms) Unlimited document storage Secure document exchange KBA $1 per signee Request client approval Virtual Drive Client mobile scanner Proposals and engagement letters Expiring share links for 3rd parties Client portal Unlimited secure messages Client tasks Email templates Audit trail Automated client reminders Custom branded client portal & URL Practice Management & Workflow Automation Invoicing Time tracking Recurring invoicing (soon) ACH payments Integrations Website Building Support & Education TaxDome Academy Private Facebook community Trial Facebook support group

Various alternatives pricing & plans

Pricing information for the above various FinishTax alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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FinishTax Pricing Overview

FinishTax Pricing Key Insights

Top-Rated Alternatives

FinishTax Alternatives Pricing

Team

Standard

TaxDome Essentials

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