# FinishTax Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FinishTax Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more. Source: https://www.capterra.com/p/10050189/FinishTax --- # FinishTax Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) FinishTax ## What is FinishTax? FinishTax is a client management software for tax professionals, consolidating multiple functions into one platform. Each client has a workspace with task lists, document storage, messaging, and activity timelines. Global search provides quick access to client records. Task management organizes work by status: To Do, In Progress, Awaiting Client, and Completed, with overdue deadlines highlighted. Document management supports drag-and-drop uploads across 16 categories with in-browser previews. AI tools classify documents, extract key figures, generate summaries, and apply tags. E-signatures include identity verification at NIST IAL2 standards. Stripe integration gates tax return downloads until invoices are paid. Kanban-style boards manage workflows with automated triggers. Team collaboration supports multiple preparers. QuickBooks and Google Calendar integration connect financial data and scheduling. Time tracking monitors billable hours. Free plans include offline functionality. ## What is FinishTax used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FinishTax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://finish.tax/&name=FinishTax) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval FinishTax 31 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Create, manage, and send invoices or bills to customers Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Reminders sent via email Track employee schedules, availability, and performance across projects and tasks Designed for tax practices Access software remotely via mobile devices Receive system updates as soon as any changes are made Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track the amount of time spent on a job or task Create, design and manage workflows for repetitive tasks ## Pricing Free Trial Free Version Solo Preparer $29.00 Flat Rate,Per Month It includes: - Unlimited clients - File uploads (500MB) - Invoicing & Stripe payments - Secure messaging - Pipelines & AI tagging - E-signatures & organizers - Time tracking & scheduling Small Firm $79.00 Flat Rate,Per Month It includes: - All features from the Solo Preparer plan - Up to 5 team members - 5GB file storage - Client intake portal - Recurring invoices & proposals - Pipeline automations - QuickBooks & Google Calendar integrations - SMS notifications Agency $149.00 Flat Rate,Per Month It includes: - All features from the Small Firm plan - Unlimited team members - Unlimited file storage - White-label portal - REST API, webhooks & Zapier - Advanced analytics - IRS transcripts - Lower payment processing fee: 2.5% ## Integrations [ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[ Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ Stripe Invoicing](https://www.capterra.com/p/10003759/Stripe-Invoicing/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.