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How does TaxDome compare with Canopy?

Both TaxDome and Canopy are practice management software for accounting, bookkeeping, and tax firms. Let’s explore the key differences between these two platforms. If you decide to migrate to TaxDome after that, we will give you a discount to cover the remaining cost of your subscription.

Canopy

Comparing TaxDome and Canopy features

Feature

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

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 choose founder-led TaxDome over VC-backed Canopy

Choosing a founder-led company like TaxDome over a VC-backed competitor such as Canopy, which has raised multiple rounds of funding, offers distinct advantages. 

 

As a founder-led company, we prioritize long-term vision and customer relationships over short-term financial gains. Our leadership is deeply invested in the success of the product and its users, ensuring more personalized and committed service. 

 

We are more agile and responsive to customer needs, able to make decisions quickly without the constraints of investor demands. This approach fosters innovation and a closer alignment with our clients’ needs, leading to a more tailored and effective solution for your practice.

 

Since inception, Canopy has ousted their founder CEO, changed pricing repeatedly, and shifted strategies multiple times. With various investors having different strategies and time horizons, Canopy faces the challenge of balancing conflicting priorities. 

 

This can lead to less consistency in service and strategy. In contrast, our founder-led model ensures stability, a unified vision, and a customer-first approach, making us a reliable partner dedicated to your long-term success.

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

Switch to TaxDome from Canopy today

Migrate from Canopy to TaxDome to streamline your practice management, improve your client experience, and foolproof your growth. Make the switch before 2025 and get a discount of up to 6 months' worth of TaxDome free. Your clients will thank you.

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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

At TaxDome, investors aren’t the customers, customers are the customers

At TaxDome, we focus on delivering exceptional service and value with a long-term mindset. What does this mean for you?

 

We prioritize shipping features that have the biggest impact on your business, not just those that will help us land the next big client to boost our profitability. Our goal is to make you, our customer, genuinely satisfied so that you continue to invest in and rely on our platform for the long term.

 

Unlike VC-backed companies like Canopy, where investors often dictate priorities, at TaxDome, our customers are our primary focus. We’re investing heavily in customer support, ensuring our product is not only feature-rich but also intuitive and user-friendly.

 

If you’re looking for a platform that values your success over quick profits, TaxDome is the clear choice. We’re here to build a lasting partnership, committed to helping your practice thrive for years to come.

See how TaxDome compares with Canopy.

See how TaxDome compares with Canopy.

Your concerns, answered

Frequently asked questions

What do TaxDome and Canopy focus on in company development?

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 was initially launched as a Tax Resolution tool. Then it was expanded to include tax practice management.

What types of support do TaxDome and Canopy offer?

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 to TaxDome?

Of course! If you have an existing account with (tool), 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.