• 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

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.

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
• Bookkeeping services needing comprehensive client management
• Tax preparation firms handling high volumes during tax season
• Full-service accounting firms offering tax, bookkeeping, and advisory services
• Multi-location firms requiring centralized management across offices

• Tax Season Management: Automated organizers, IRS transcript pulling, and bulk e-signature collection
• Year-Round Bookkeeping Services: Recurring workflows, automated invoice generation, QuickBooks integration
• Client Onboarding Automation: Standardized pipelines for collecting documents, agreements, and payments
• Multi-Office Coordination: Unified client data, team collaboration, and performance tracking
• Advisory Service Delivery: Proposal templates, engagement letters, and structured communication channels
• Document Collection Campaigns: Mass document requests for year-end planning or compliance
• Remote Team Management: Real-time collaboration tools, capacity planning, and workload visibility

• True all-in-one solution reduces overall technology costs
• Unlimited document storage and CRM contacts without per-client fees
• Award-winning client portal and mobile app
• SOC 2 Type II certification ensures enterprise-level security and compliance
• Extensive integrations including QuickBooks, IRS, major tax software, and Zapier
• AI-powered features reduce manual document processing and reporting time
• Active community of 4,000+ members for peer support
• Comprehensive training resources including TaxDome Academy and live bootcamps

• Desktop app only available for Windows
• Some advanced features like AI-powered reporting are only in higher-tier plans

Essentials Plan

• $800/year (1-year commitment)
• $750/year (2-year commitment)
• $700/year (3-year commitment)
• Unlimited CRM built for accounting firms
• Award-winning web portal and mobile app
• Unlimited document storage and e-signatures
• Ready-made automations for workflows
• Secure communication with clients
• Faster payment collection
• Simplified client onboarding
• Unlimited educational resources
• Essential email and chat support for solo practitioners

Pro Plan

Premium Plan

• $1200/year per seat (1-year commitment)
• $1150/year per seat (2-year commitment)
• $1100/year per seat (3-year commitment)
• All Pro features included
• Exceptional TaxDome Client Care
• Bi-annual business reviews
• Direct integrations with client general ledgers