Comparing TaxDome and Canopy features
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
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.
Migrate to TaxDome
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.
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.
