How does TaxDome compare to Canopy?

TaxDome goes beyond basic practice management features, offering a complete operating system for your practice. Let’s compare TaxDome and Canopy so that you can choose the best fit for your firm.

4.7/5 across 7,600+ reviews

Our client experience speaks for itself

"I love that we can organize a workflow, add tags, and keep up with work. I came from using Keap and Canopy tax, there is nothing like TaxDome. My clients love the portal."

Our client experience speaks for itself

"TaxDome was like both Karbon and Canopy all in one. The cost is great too."

Our client experience speaks for itself

"Canopy was more expensive and had fewer features. I gave TaxDome’s trial a try because I wanted an all-in-one solution and I loved it. Just signed up for an annual subscription."

Our client experience speaks for itself

"TaxDome had better reviews and my peers who had recently started to use the platform had expressed how much they liked it."

Our client experience speaks for itself

"I chose TaxDome over the other four products because it met every one of my needs and was cost-effective."

Readers Choice

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Small Business Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Users Love Us, G2 Award
TaxDome – High Performer Americas, G2 Winter 2024
TaxDome – Small Business Leader Americas, G2 Winter 2024

Comparing TaxDome and Canopy features

Unlimited e-signatures and KBA, QES, AdES

Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits.

Limited

CRM with unlimited contacts

Store and manage unlimited client records in one secure, organized CRM.

Organizers and intake forms

Create customizable questionnaires to gather all necessary information from clients.

Client chats

Secure, real-time messaging with your clients – fully integrated into your workflow.

Two-way SMS

Send and receive text messages directly from your TaxDome account.

Synced email

Automatically sync your email with TaxDome to track all client communications in one place.

Document approvals

Ensure client satisfaction and accuracy by requesting document approvals before finalization.

Intake and delivery

End-to-end intake, preparation, and delivery tax process, powered by Juno integration.

Limited

Advanced workflow automation

Automate repetitive tasks with powerful, customizable workflows.

Limited, paid add-on

Team chats

Keep discussions and project updates organized with TaxDome’s built-in Slack-like chat.

Built-in PDF editor

Edit, annotate, and manage PDFs directly within TaxDome — no external software needed.

AI-powered reporting

Use AI-powered search to uncover insights, generate reports on your firm’s performance, and visualize data with templates or custom reports.

Wiki pages (SOPs)

Create an internal knowledge base to document processes and best practices.

Desktop app

Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer.

Firm mobile app

Manage your firm on the go with a dedicated mobile app for practitioners.

Client portal

Offer clients a secure, user-friendly portal for document sharing and communication.

Mobile app

A mobile app for your firm's clients for iOS and Android.

Client experience AI

Automatically organize and label incoming client documents with TaxDome AI.

Client requests

Streamline client communication with organized, trackable requests for information.

Website and branding

Customize your firm’s client-facing portal with branded design and personalized web pages.

Global communication

Let your clients easily connect with your firm and centralize all communications with an all-in-one inbox for SMS, chats, and emails.

Bookkeeping hub

Connect client GL and manage uncategorized transactions.

Client Care

Firms can delegate platform-related client support to TaxDome’s support team.

White-labeled client app

A fully branded white-labeled mobile app, developed and maintained by TaxDome.

Payments

Accept secure online payments directly through TaxDome via integrated payment processors.

Invoices

Create and send professional invoices, lock documents to invoices, and track payment status effortlessly.

Proposals and engagement letters

Send customizable proposals and engagement letters for faster client approvals.

Time and billing

Track billable hours and generate invoices automatically for accurate client billing.

Paid add-on

Packages in proposals

Add tiered service lists to proposals for the client to choose from.

IRS

Get transcripts directly from the IRS in your client portal. Request, view, and manage transcripts for each client, whether individuals or business.

QuickBooks Online

Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account.

Zapier

Connect your client portal to 2,000+ tools with Zapier.

Tax programs

Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more.

Limited

Payment providers

Stripe, CPACharge, PayPal, Venmo, GooglePay, ApplePay.

Limited

Schedulers

Calendly, Schedulista, Squarespace, Youcanbook.me.

Limited

SMS

TaxDome has an integration with Twilio to provide two-way SMS messaging features.

Companies House

Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal.

DATEV

Send documents to DATEV Unternehmen Online from your client portal.

Juno

Smart intake, automated data entry into tax software, and delivery.

SOC 2 Type II Compliance

Built to meet the highest industry standards for data security, availability, and confidentiality.

Firm-wide activity feed and security audit trails

Track every action across your firm in one place for complete visibility and peace of mind.

2FA security policies for staff

Enforce two-factor authentication across your team to keep sensitive client data secure.

Which tools does your firm currently use?

Please select at least 4 apps for the calculator.

SmartVault, $480 per user/year

Ignition, $828 mixed (base per firm + limits per client/user + add-ons)

Keeper, $96–120 per client/year

SafeSend, $13–17 per return ($15/delivery), approx. $1,500 for 100 returns

Liscio, $720 per user/year

Karbon, $1,068 per user/per year

Practice CS, $600 per user/year

Canopy, $1,704 per user/per year

Atom, $1999 per firm/year, unlimited users

ShareFile, $300 per user/year

Jetpack Workflow, $360 per user/year

DocuSign, $300 per user/year

Adobe Sign, $239 per user/year

GetNetSet, $1188 per firm/year

Asana, $299.88 per user/year

Dropbox, $180 per user/year

Slack, $150 per user/year

Typeform, $996 per user/year

ClickUp, $144 per user/year

Monday, $258 per user/year

Financial Cents, $828 per user/year

Cognito Forms, $94 per user/year

UnCat, $108 per client/year, $10,800 for 100 clients

Mango, $660 per user/year

Soraban, $3,000 ($20/return, min. 150)

Stanford Tax, approx. $10 per return, $1,000 for 100 returns

SecureFile Pro, $299.95 per firm/year

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<strong>Chris Farris</strong>,
<br> COO of Foundation Group (50+ staff)

Chris Farris,

COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

TaxDome and Canopy pricing

Most popular

TaxDome

From

$

700

/per year, per user

TaxDome offers three pricing plans, starting at $700 per user annually (with a 3-year plan).

Each plan provides firms of all sizes with a comprehensive platform for running a practice — without hidden costs or necessary add-ons.

Request demo

Canopy

From

$

1,704

/per year, per user

Canopy’s pricing structure requires firms to purchase separate modules for features that TaxDome includes by default.

For a firm of five members, this adds up to approximately $8,520 per year or $1,704 per user.

Which is the right tool for you? TaxDome vs Canopy

According to Capterra reviews, users prefer TaxDome over Canopy for the following reasons:

Comprehensive functionality without costly add-ons

Affordable, transparent pricing for a cost-effective solution

A constantly evolving platform with new features based on customer feedback

Seamless integration with multiple tools

Clients love TaxDome’s intuitive platform and top-rated mobile apps

4.7/5 across 7,600+ reviews

Switch to TaxDome from Canopy today

Feel the TaxDome effect – streamline your practice management, improve your client experience, and foolproof your growth.

Request migration

1 Fill in the form
2 Get a setup plan
3 Migrate with ease
By requesting migration, you agree to TaxDome’s terms of service and privacy policy
If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

Thank you!

Your submission was successful. We’ll reach out to you to build a comprehensive migration plan for your firm.

Move to TaxDome now, and we’ll help cover the remaining cost of your contract — with a credit of up to 6 months free of TaxDome.

Why TaxDome is the best choice for you

TaxDome is built to help tax and accounting firms grow efficiently — without complexity or added costs.

$18,600

saved by firms that use TaxDome per employee yearly

4.9/5

in App Store and Google Play

40 hours

saved by firms that use TaxDome per employee monthly

10,000+

firms trust TaxDome

Frequently asked questions

What are the key differences between TaxDome and Canopy?

TaxDome is an all-in-one practice management platform that includes client communication, secure document sharing, workflow automation, billing, a branded client portal, and even a website builder — all under a single subscription. 

Canopy offers modular solutions requiring separate purchases for various features, which can lead to higher overall costs. ​

How does the pricing structure compare between TaxDome and Canopy?

TaxDome offers three pricing plans, starting at $700 per user annually (with a 3-year plan), providing a comprehensive platform without hidden costs or necessary add-ons. 

Canopy’s pricing requires firms to purchase separate modules for features included by default in TaxDome. For a firm of five members, this totals approximately $8,520 per year or $1,704 per user. 

Do TaxDome or Canopy offer tools specific for bookkeepers?

TaxDome provides features tailored for bookkeepers, including a Bookkeeping Hub that integrates directly with clients’ general ledgers, all without per-client fees. 

Canopy, while offering comprehensive practice management tools, does not have features specifically designed for bookkeeping workflows. Its focus is more on tax resolution and general practice management.

Do TaxDome or Canopy offer tools specific for tax preparers?

Both TaxDome and Canopy provide tools beneficial for tax preparers, such as customizable questionnaires and e-signature capabilities. However, TaxDome offers a more comprehensive end-to-end tax workflow, including detailed document request lists and a delivery function similar to SafeSend, streamlining the process from client intake to final document delivery.

Does TaxDome offer IRS-compliant e-signatures with Knowledge-Based Authentication (KBA)?

Yes, TaxDome includes built-in e-signatures with Knowledge-Based Authentication (KBA), meeting IRS requirements for forms like Form 8879. In addition to this, TaxDome offers advanced and qualified e-signatures (AdES and QES).

Canopy only offers eSign with KBA functionality. ​

How do TaxDome and Canopy compare in terms of client and team communication features?

TaxDome provides integrated client communication tools, including chats, SMS, and document approvals, enhancing client collaboration. It also offers team communication features like internal chats and wiki pages for knowledge sharing. 

Canopy lacks built-in client chat and SMS functionalities and does not offer team chat or wiki pages, which may limit internal collaboration and client engagement. 

Are there differences in integration capabilities between TaxDome and Canopy?

TaxDome offers multiple integrations with platforms like QuickBooks Online, tax programs, schedulers, Companies House and DATEV, facilitating seamless data transfer, workflow automation, and making it easier to work with international clients.. 

Canopy lacks native integrations with platforms like DATEV and Companies House, which may be essential for firms operating in specific regions. ​

Can I bring my firm from Canopy to TaxDome?

Of course! If you have an existing account with Canopy, we have multiple import tools that allow you to bring your firm over to TaxDome quickly and easily. To support your transition, we offer a discount of up to 6 months’ worth of TaxDome free. 

See TaxDome in action with a free demo
If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.
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