Canopy vs TaxDome

TL;DR

Canopy

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.

TaxDome

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

What Is It ?

Canopy

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.

TaxDome

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.

Features

Canopy

Client Portal & Mobile Apps — Provide clients and staff with a branded, secure portal and mobile experience 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 to improve cash flow and revenue integrity.
Engagements & Proposals — Create proposals and engagement letters with built-in eSignature to accelerate client onboarding and define scope up front.
CRM & Client Management — Maintain accounting‑specific client, contact, and entity records with tagging/segmentation and connected email for a complete interaction history.
IRS Transcripts & Notices — Pull transcripts and manage notices directly within Canopy to streamline tax resolution workflows.
Canopy AI — Reduce repetitive work with AI‑assisted automations and insights that help practitioners prioritize tasks and surface key information.
Insights Dashboards — Monitor firm health with pre-built dashboards covering utilization, capacity, profitability, and operational KPIs.
Access Controls & Secure Links — Apply role-based permissions and share secure links with clients who prefer not to log in, balancing security with convenience.

TaxDome

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, enhancing the professional experience.
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 based on workflows, 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.

Who Is It For ?

Canopy

TaxDome

Solo tax practitioners and CPAs looking to streamline operations and reduce administrative burden
Small to mid-size accounting firms (2-50 employees) seeking to scale efficiently
Large accounting firms (50+ employees) requiring enterprise-grade features and support
Bookkeeping services needing comprehensive client management and workflow automation
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

Key Uses And Applications

Canopy

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.

TaxDome

Tax Season Management: Streamline high-volume tax preparation with automated organizers, IRS transcript pulling, and bulk e-signature collection
Year-Round Bookkeeping Services: Manage monthly bookkeeping clients with recurring workflows, automated invoice generation, and QuickBooks integration
Client Onboarding Automation: Create standardized onboarding pipelines that automatically collect documents, agreements, and payment information
Multi-Office Coordination: Centralize operations across multiple locations with unified client data, team collaboration, and performance tracking
Advisory Service Delivery: Package and deliver advisory services with proposal templates, engagement letters, and structured communication channels
Document Collection Campaigns: Run mass document request campaigns for year-end planning or compliance requirements
Remote Team Management: Coordinate distributed teams with real-time collaboration tools, capacity planning, and workload visibility

Pros & Cons

Canopy

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

True all-in-one solution eliminates the need for multiple software subscriptions, reducing overall technology costs
Unlimited document storage and CRM contacts without per-client fees makes scaling more affordable
Award-winning client portal and mobile app consistently rated highly by end-users
SOC 2 Type II certification ensures enterprise-level security and compliance
Extensive integration ecosystem including QuickBooks, IRS, major tax software, and Zapier
AI-powered features significantly reduce manual document processing and reporting time
Active community of 4,000+ members providing peer support and best practices
Comprehensive training resources including TaxDome Academy and live bootcamps

Desktop app is only available for Windows, limiting options for Mac-based firms
Some advanced features like AI-powered reporting are only available in higher-tier plans

Pricing Info

Canopy

$150 per month — for unlimited users
Includes: Client Portal; Mobile App for Clients & Firm; Connected Email; @mentions; CRM; Engagements & Proposals with eSignature; Client Requests; Questionnaires & Organizers; Custom Roles (PRO); Custom Reports & Formulas (PRO).
$36 per user/per month — for Document Management
Includes: Secure File Exchange; Unlimited Document Storage; Unlimited eSignatures; Retention Policies; Customizable Folder Permissions; Native File Annotations; Firm Workpaper Storage; Desktop Sync & Print Driver.
$31 per user/per month — for Workflow
Includes: Projects & Tasks; Automation; Workflow Templates; Recurrences; Custom Statuses; Roles for Task Assignment (PRO); Custom Reports & Formulas (PRO); Staff Utilization Report (PRO); Capacity Planning Report (PRO).
$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

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
- $1000/year per seat (1-year commitment)
- $950/year per seat (2-year commitment)
- $900/year per seat (3-year commitment)
- All Essentials features included
- Direct integrations with client general ledgers
- IRS integration for tax preparers
- AI-powered reporting
- Organized workpapers with TaxDome AI
- Real-time chat and collaboration tools
- Effective team workload management
- Sensitive data protection
- Full visibility of team and client actions
- Zapier integration
- White-label client experience
- Managed professional website creation
- Standard support for growing firms
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
- Unlimited team chat history
- Comprehensive 365-day activity feed
- Collaborate on enterprise QuickBooks Online accounts
- Client import assistance
- Premium support for large firms

FAQS

Canopy

Does Canopy include a mobile app for clients and staff?

Yes. Canopy provides mobile apps for both clients and firm staff, enabling secure document exchange, messaging, and task collaboration on the go.

Can I buy only certain modules, or is it an all-or-nothing suite?

Canopy is modular. You can mix and match components such as Document Management, Workflow, Time & Billing, Transcripts & Notices, and Tax Resolution based on your firm’s needs.

How does Canopy handle eSignatures and KBA?

Canopy supports unlimited eSignatures within its Document Management module. Knowledge-based authentication (KBA), when required, is billed per credit.

Is there a free plan or free trial available?

The pricing page does not list a free plan or free trial. Canopy offers a guided demo to evaluate the platform.

Does Canopy offer dashboards and reporting for firm performance?

Yes. Insights provides pre-built dashboards for utilization, capacity, profitability, and operational KPIs, with additional PRO-level reporting options in certain modules.

TaxDome

How long does it take to implement TaxDome for an established accounting firm?

Implementation typically takes 2-4 weeks for small firms and 4-8 weeks for larger firms. TaxDome provides migration assistance, with the Premium plan including dedicated client import help. The platform offers step-by-step onboarding guides, TaxDome Academy courses, and live bootcamps to accelerate adoption. Many firms start with a pilot group of clients before full rollout.

Can TaxDome replace my existing tax software like Drake or Lacerte?

No, TaxDome is not tax preparation software - it's practice management software that integrates with your existing tax programs. TaxDome seamlessly connects with Drake, Lacerte, ProSeries, TaxSlayer, and other major tax software to streamline document flow and client communication while you continue using your preferred tax preparation tools.

What happens to my data if I decide to leave TaxDome?

TaxDome provides full data export capabilities, allowing you to download all client information, documents, and communication history. The platform supports bulk exports in standard formats (CSV, PDF) and maintains data portability compliance. Your data remains accessible during a transition period, and TaxDome's support team assists with data migration to ensure a smooth transition.

How does TaxDome's pricing compare to using multiple separate tools?

Most firms save 30-50% on software costs by consolidating to TaxDome. Instead of paying for separate CRM, document management, e-signature, client portal, workflow, and billing tools (which can total $300-500/month), TaxDome provides everything in one platform starting at $58/month for solo practitioners. The platform's savings calculator can show specific cost comparisons based on your current tech stack.

Is TaxDome suitable for firms that don't do tax work?

Yes, TaxDome is equally powerful for bookkeeping-only and advisory firms. The platform includes features specifically for bookkeepers like QuickBooks integration, recurring workflows, and monthly billing automation. Many successful TaxDome firms focus exclusively on bookkeeping, CFO services, or business advisory without offering tax services.