All-in-one practice management platform for tax & accounting firms
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Updated: October 16, 2025
TL;DR
Canopy
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TaxDome
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All-in-one practice management platform built for accounting, tax, and bookkeeping firms.
Consolidates client portal, document management, workflow, time & billing, payments, and IRS transcripts/notices.
Includes Canopy AI for automations and smart insights to reduce admin work.
Modular, mix-and-match pricing with both firm-level and per-user options.
Comprehensive practice management software designed specifically for tax, bookkeeping, and accounting firms
Combines CRM, workflow automation, client portal, document management, and billing in one platform
Trusted by 10,000+ firms managing over 3 million clients worldwide
Features AI-powered tools for document handling and reporting to increase efficiency
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What Is It?
Canopy
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TaxDome
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Key Features
Canopy
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TaxDome
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Who is for?
Canopy
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TaxDome
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Key Use Cases & Applications
Canopy
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TaxDome
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Pros
Canopy
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TaxDome
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Cons
Canopy
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TaxDome
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Pricing Info
Canopy
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TaxDome
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Frequently Asked Questions
Canopy
TaxDome
Canopy is an AI‑enabled accounting practice management platform that unifies client engagement, document management, workflow automation, time & billing, payments, IRS transcripts/notices, and tax resolution in a single, modular system. It solves the fragmentation and administrative overhead common in accounting firms by consolidating firm operations around a secure client portal, connected email, and mobile app—augmented by Canopy AI and Insights dashboards.
Category: Accounting Practice Management Software.
Canopy is an AI‑enabled accounting practice management platform that unifies client engagement, document management, workflow automation, time & billing, payments, IRS transcripts/notices, and tax resolution in a single, modular system. It solves the fragmentation and administrative overhead common in accounting firms by consolidating firm operations around a secure client portal, connected email, and mobile app—augmented by Canopy AI and Insights dashboards.
Category: Accounting Practice Management Software.
Centralizing client collaboration with a branded portal, secure links, and unlimited eSignatures.
Standardizing tax and bookkeeping workflows using templates, automation, and recurring tasks.
Accelerating billing with integrated time tracking, WIP, invoicing, and online payments.
Managing IRS transcripts and notices inside the same system to speed tax resolution.
Gaining operational visibility through pre-built dashboards for utilization and capacity planning.
Modular architecture lets firms adopt only the components they need and scale over time.
Secure client portal with mobile apps consolidates communication, eSignatures, and file exchange.
Robust document management with unlimited eSignatures and retention policies reduces risk and admin overhead.
Built-in payments and invoicing shorten billing cycles and improve cash collection.
Pre-built dashboards and AI capabilities help leaders monitor utilization, capacity, and profitability.
Key analytics and role features are labeled PRO in several modules, meaning important capabilities may require higher tiers.
Module-by-module and per-user pricing can become complex to budget for as teams grow.
Annual contracts apply to some modules (e.g., Transcripts & Notices, Tax Resolution), reducing flexibility for short-term needs.
Knowledge-based authentication (KBA) incurs per-credit fees, adding incremental cost to certain eSignature workflows.
Implementing a firm-wide operating system may involve a meaningful setup and change-management effort.
Client Portal & Mobile Apps: Branded, secure portal for clients and staff to exchange documents, sign forms, and collaborate without email chaos.
Document Management with Unlimited eSign: Centralize files with secure exchange, unlimited eSignatures, retention policies, desktop sync/print driver, annotations, and granular folder permissions.
Workflow Automation: Manage projects and tasks with templates, recurrences, custom statuses, and automation to standardize engagements and reduce manual follow-ups.
Time & Billing + Payments: Track time and WIP, generate invoices, and collect ACH/card payments with surcharging options.
Engagements & Proposals: Create proposals and engagement letters with built-in eSignature for faster client onboarding.
CRM & Client Management: Maintain accounting‑specific client, contact, and entity records with tagging/segmentation and connected email.
IRS Transcripts & Notices: Pull transcripts and manage notices directly within Canopy.
Canopy AI: AI‑assisted automations and insights to prioritize tasks and surface key information.
$22 per user/per month — for Time & Billing
Includes: Generate & Send Invoices; Time Tracking; WIP; Collect Card & ACH Payments; Surcharging; Pre-Built Reports; Profitability Report (PRO); Custom Reports & Formulas (PRO).
$50 per user, per month — for Tax Resolution (annual billing)
Includes: Transcripts and Notices.
$50 per user, per month — for Transcripts & Notices (annual contract)
$100 per collections case — add-on pricing.
$1.25 per KBA credit — add-on pricing for knowledge-based authentication.
TaxDome is a comprehensive practice management platform specifically designed for tax, bookkeeping, and accounting firms. It consolidates all essential practice management functions into a single, unified system, eliminating the need for multiple disparate tools. The platform addresses the core challenge of managing complex workflows, client relationships, and revenue operations by providing an integrated solution that includes CRM, document management, workflow automation, client portal, billing, and AI-powered features. As an all-in-one accounting practice management solution, TaxDome streamlines operations from client onboarding to payment collection, while maintaining bank-level security and compliance standards.
AI-Powered Document Management: Automatically tags, categorizes, and renames client documents with high accuracy, eliminating manual filing work and making records instantly searchable.
Workflow Automation: Pre-built and customizable workflows automate repetitive tasks, track project progress, and ensure nothing falls through the cracks during busy seasons.
White-Label Client Portal & Mobile App: Provides clients with branded access to documents, secure messaging, and task completion from any device.
Unlimited CRM & Document Storage: Centralizes all client information, communications, and files in one secure location without storage limitations or per-client fees.
Integrated Time Tracking & Billing: Tracks billable hours automatically, generates invoices, and accepts payments through integrated processors like Stripe and CPACharge.
IRS Integration & E-Signatures: Direct access to IRS transcripts and built-in IRS-compliant e-signature functionality streamlines tax preparation and document collection.
AI-Powered Analytics & Reporting: Generates custom and pre-built reports on firm performance, team productivity, and revenue metrics with AI-assisted search capabilities.
Team Collaboration Tools: Real-time chat, task assignments, capacity planning, and workload management features keep teams coordinated and productive.
Solo tax practitioners and CPAs looking to streamline operations
Small to mid-size accounting firms (2-50 employees)
Large accounting firms (50+ employees) requiring enterprise-grade features