Comparing TaxDome and Canopy features
Feature
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 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.
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.
