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Compare Canopy and TaxDome 
At a Glance
Market Segments
Small-Business (97.6% of reviews)
Small-Business (99.8% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
$58.00 Per Month
Canopy
Star Rating
(459)4.6 out of 5
Market Segments
Small-Business (97.6% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plansTaxDome
Star Rating
(635)4.7 out of 5
Market Segments
Small-Business (99.8% of reviews)
Entry-Level Pricing
$58.00 Per Month
Learn more about TaxDomeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Canopy excels in document creation with a customizability score of 8.4, while TaxDome shines with a higher score of 9.1, indicating that TaxDome offers more flexibility in defining variables and fields for documents.
- Reviewers mention that Canopy's client portal feature has a strong rating of 9.0, but TaxDome slightly edges it out with a score of 9.1, suggesting that TaxDome provides a more user-friendly experience for client interactions.
- G2 users highlight that Canopy's ease of setup is rated at 8.3, which is notably better than TaxDome's 7.7, indicating that Canopy may be more straightforward for new users to implement.
- Users on G2 report that TaxDome's automation capabilities are rated at 8.8, surpassing Canopy's score of 7.9, which suggests that TaxDome may offer more robust automation features for streamlining workflows.
- Reviewers say that Canopy's quality of support is rated at 9.0, closely matching TaxDome's 9.1, indicating that both platforms provide excellent customer service, but TaxDome has a slight edge in responsiveness.
- Users report that Canopy's document collaboration features score 8.3, while TaxDome's collaboration capabilities are rated higher at 8.8, suggesting that TaxDome may facilitate better teamwork and document sharing among users.
Featured Products
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Proposal
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Pneumatic Workflow
(4)
Proposal
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Scope
(3)
Proposal
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Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
TaxDome
TaxDome Pro
$58.00
Per Month
- Native PDF Editor
- Firm and client mobile apps
- White-labeled website and client portal
Free Trial
Canopy
Free Trial is available
TaxDome
Free Trial is available
Ratings
Meets Requirements
8.7
321
9.0
521
Ease of Use
8.9
325
8.3
530
Ease of Setup
8.3
242
7.7
341
Ease of Admin
8.6
178
8.5
299
Quality of Support
9.0
313
9.1
500
Has the product been a good partner in doing business?
8.9
176
9.1
287
Product Direction (% positive)
9.0
305
9.3
494
Features by Category
Document Creation
Not enough data
9.1
33
Not enough data
8.6
33
Not enough data
8.1
33
Not enough data
7.8
31
Not enough data
7.9
31
Not enough data
8.5
31
Workflow
Not enough data
8.8
31
Not enough data
8.7
30
Not enough data
9.2
31
Analytics
Not enough data
7.9
29
Not enough data
8.1
30
Not enough data
7.6
30
Administration and Platform
Not enough data
9.0
30
Not enough data
9.0
30
Not enough data
8.8
31
Not enough data
8.9
31
Not enough data
7.7
29
Not enough data
8.1
30
Generative AI
Not enough data
7.2
25
Setup
Not enough data
8.5
54
Not enough data
8.6
54
Not enough data
8.5
54
Not enough data
8.7
51
Management
Not enough data
8.5
51
Not enough data
8.1
51
Not enough data
7.8
50
Generative AI
Not enough data
7.0
47
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
9.5
29
9.2
361
7.1
25
8.8
360
8.0
27
8.2
327
9.3
27
9.3
374
Platform Content
7.9
28
8.7
354
Platform Data
7.7
27
8.7
370
Agentic AI - Tax Practice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
8.3
61
Not enough data
7.8
60
Not enough data
9.3
60
Not enough data
9.4
61
Not enough data
8.3
61
Collaboration
Not enough data
8.4
60
Not enough data
9.1
60
Not enough data
8.9
60
Not enough data
8.0
60
Not enough data
8.0
60
Not enough data
8.8
60
Communication
8.9
177
9.1
224
7.9
176
8.8
218
8.2
170
8.8
210
Collaboration
8.3
169
8.8
210
8.6
173
8.8
214
8.3
161
8.3
197
Billing
8.1
165
8.1
202
7.4
169
8.0
200
7.7
166
7.8
195
Onboarding
8.1
173
8.5
219
7.6
169
8.5
212
8.5
171
8.6
222
Visibility
8.3
174
8.6
207
7.4
166
8.0
193
8.8
173
8.9
217
7.5
166
8.5
200
8.3
173
9.0
208
7.3
164
8.2
209
Agentic AI - Accounting Practice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Canopy and TaxDome are categorized as Accounting Practice Management and Tax Practice Management
Unique Categories
Canopy has no unique categories
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TaxDome
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
91.2%
Financial Services
5.5%
Law Practice
1.1%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.3%
Accounting
94.6%
Financial Services
3.2%
Consulting
0.6%
Management Consulting
0.5%
Airlines/Aviation
0.3%
Other
0.8%
Most Helpful Reviews
Canopy
Most Helpful Favorable Review
Stacy C.
Verified User in Accounting
Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we...
Most Helpful Critical Review
David R.
Verified User in Accounting
The annual commitment. The customer account manager only restates TOS and would not listen to reason on my concerns regarding the subscription and the passing of my in-house tax professional.
TaxDome
Most Helpful Favorable Review
Verified User in Accounting
Workflow, pipeline, and email. Also it has workflows for different revenue streams
Most Helpful Critical Review
Verified User in Accounting
There is no decent feature for writing (such as a good word processor with editable features). Organization of files is clumsy when there are many of them and the pipelines do not always flow correctly and the reason may be hidden. Tracking who made changes...
Stacy C.
Verified User in Accounting
Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we...
Verified User in Accounting
Workflow, pipeline, and email. Also it has workflows for different revenue streams
David R.
Verified User in Accounting
The annual commitment. The customer account manager only restates TOS and would not listen to reason on my concerns regarding the subscription and the passing of my in-house tax professional.
Verified User in Accounting
There is no decent feature for writing (such as a good word processor with editable features). Organization of files is clumsy when there are many of them and the pipelines do not always flow correctly and the reason may be hidden. Tracking who made changes...
Alternatives
Discussions
Tax data manipulation
2 comments
Official Response from Canopy
Hello Terri.
We realize that your question might have some specific use case that we didn’t consider, but we tried to answer this to the best of our ability...Read more
What is the best way to transition to Canopy's time/billing option?
1 comment
TT
Hi Tiffany- Happy to hear you're interested in streamlining more of your practice with Canopy! Getting set up with Canopy Payments starts with a simple...Read more
Canopy has no more discussions with answers
Does TaxDome integrate with Drake?
3 comments
JW
Yes, TaxDome integrates with Drake. Prep common tax forms including 8821 and 2848 from Drake and upload them directly into TaxDome client folders for...Read more
How do you use Taxdome?
2 comments
EM
I use it as a CRM, invoice processing tool, and KBA compliant signature retrieval tool for my tax, accounting, and representation business. Read more
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