Comparing TaxDome and Canopy Tax features
Features
Built for tax and accounting industry
Client portal
Mobile
Unlimited e-signatures and KBA
Automated workflow
Billing & invoicing
Virtual drive
Unlimited contacts CRM
Secure document storage
Customizable organizers
Custom branding & URL
Website builder
QBO sync
Shared inbox
Calendar view
Document pre-fill
Recurring invoices
Bulk mail
Zapier integration
Calendar sync
I was an avid Canopy Tax user for many years, but was disappointed by the constant changes to their product. TaxDome had better reviews and my peers who had recently started to use the platform had expressed how much they like it.
Enrolled Agent
Canopy was more expensive and had less features. I gave the TaxDome’s trial a try because I wanted an all in one solution and I loved it. Just signed up for an annual subscription.
Enrolled Agent
Company positioning / philosophy of TaxDome and Canopy Tax
The two companies are actually pretty close in their product vision — they both aim to be an all-in-one tool for managing tax and accounting firms. That makes them distinct from most other firms in the practice management space that focus on one particular area of operations (such as workflow or billing). You could say they’re playing in the same league. Kind of like the New York Knicks and Utah Jazz — same sport, different teams.
The main difference between them comes down to focus and pricing.
TaxDome vs Canopy Tax pricing
$600
per year, per user
TaxDome has clear and straightforward pricing – $600 per firm user per year (if opting for a 3-year subscription plan). It includes every TaxDome feature, unlimited storage, and an unlimited number of contacts.
The company philosophy is that its pricing model should be as simple and transparent as possible and once you become a client, you are never asked to pay extra. There are no price tiers or ‘usage counters’ – once you are paying for the service, it’s all included.
The reason is simple – the only costs for a software company include writing the software and marketing it. It costs TaxDome zilch to offer a feature to a client after it’s already been added to the product. Therefore we aim to make the product fairly priced and increase revenue by getting more firms on the platform.
from $3,628
per year
Canopy Tax follows a ‘tiered plans’ model that splits its features across a number of plans. The more features you use — the more you pay. Bear in mind that pricing is always changing. The Practice Management started at $800 per user in 2017, rising to $1,000 in 2019.
In 2020, Canopy changed the pricing model and started charging by the number of CRM contacts. For a firm with 4 members (1,000 contacts), you would pay:
- $2,500 — for the CRM module only, and this price will grow together with your client base’s growth.
- $1,128 — for the Document Management, Workflow, and Time & Billing modules. In the case of the team of 4 from our example, the cost will be $4,512.
For a total of $7,012, where you pay $2,500 for CRM + $4,512 for Document Management, Workflow, and Time & Billing, it comes to $3,628 per firm user.
Do it yourself
Sales model
Canopy has an extensive salesforce and they expect you to interact with them for everything — creating an account, to schedule a demo and so on.
TaxDome does not require you to talk to a salesperson because there are none. You can attend a daily 2pm demo or watch the recorded version. You can sign up for a fully functioning trial right on the website as well as do all account management, without calling anyone.
TaxDome vs. Canopy Tax customer support
Company focus
TaxDome was built from day one with one product vision — practice management. This was the only product the company has been working on from its inception.
Canopy Tax was initially launched as a Tax Resolution tool. Then it was expanded to include tax practice management. Then they made a major effort to move into tax preparation. Unfortunately that didn’t work out, which caused the company to lay off half of its staff in late 2019 and bring the focus back to the practice management.
Support
Both companies offer online and phone support as well as account managers who will help you make the most of each product.
TaxDome offers free, unlimited white-glove support, including screen-sharing onboarding sessions.
Can I bring my firm from Canopy Tax to TaxDome?
Great question.
Yes — if you have an existing account with Canopy Tax, we have multiple import tools that allow you to bring your firm over to TaxDome quickly and easily.
See in action
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14-day free trial
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