Comparing TaxDome and Canopy features

Features

Comparing TaxDome and <span>Canopy</span> features
Comparing TaxDome and <span>Canopy</span> features

Top 100 iOS client mobile app

 
 

Client portal

 
 

Document approvals

 
 

Automated workflows

Advanced

Limited, paid add-on

CRM

Unlimited contacts

Limited contacts, paid add-on

Client experience AI

 
 

Customizable organizers (tax forms)

 
 

SMS (text messaging)

 
 

Time and billing

 

Paid add-on

Document management

 

Paid add-on

Unlimited e-signatures and KBA, QES, AdES

 
 

Companies House integration

 
 

Capacity planning

Coming soon

 

TaxDome is trusted by 10,000+ firms in 25+ countries

Jessica S.

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. 

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Reply

12h

9

Linsay C.

The pricing is better and more options are included in TaxDome without having to purchase add-ons like Canopy.

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Reply

9h

7

Marc R.

TaxDome has revolutionized our project & client management giving our clients a single app to use. TaxDome allows us to give a client an open item list of to-do’s and track the deliverables as they are completed without having to constantly update the request and keep manually tracking what is needed

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7h

5

Why TaxDome

TaxDome vs Canopy reviews

Canopy has 800+ reviews on Capterra, G2, and GetApp with an average score of 4.5/5.

 

TaxDome has over 6,600+ reviews on Capterra, G2, and GetApp with an average score of 4.7/5.

6,600<span>+</span>

6,600+

800

800

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TaxDome vs Canopy pricing

from $700

per year, per user

TaxDome has clear and straightforward pricing – $700 per firm user per year (if opting for a 3-year subscription plan).

 

It includes every TaxDome feature, many of which are paid add-ons with Canopy, and an unlimited number of CRM contacts.

 
price TaxDome

from $1,704

per year

Canopy has 2 pricing plans: Standard and Pro. In Pro, you get a client engagement platform and you have to buy other modules that are included in TaxDome by default. This way, for a firm of 5 members you will pay approximately $8,520 per year, or $1704 per user. Additionally, the Client Engagement Platform includes 2,500 clients, additional contacts would carry extra fees.

Canopy price
See how TaxDome compares with Canopy.

See how TaxDome compares with Canopy.