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Compare Canopy and TaxDome 
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At a Glance
Market Segments
Small-Business (97.4% of reviews)
Small-Business (99.9% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
$58.00 Per Month
Canopy
Star Rating
(615)4.6 out of 5
Market Segments
Small-Business (97.4% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plansTaxDome
Star Rating
(679)4.7 out of 5
Market Segments
Small-Business (99.9% of reviews)
Pros & Cons
Entry-Level Pricing
$58.00 Per Month
Learn more about TaxDomeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Canopy excels in user experience, with many praising its intuitive interface and ease of use. Users highlight that the platform is designed with thoughtful time-saving features, making it a robust choice for client advisory work.
- Users say TaxDome offers a comprehensive solution for managing client communications, billing, and workflows all in one place. Reviewers appreciate the client portal that provides easy access to files and document signing, which enhances overall efficiency.
- According to verified reviews, Canopy has a significantly higher G2 Score in the Accounting Practice Management category, indicating greater overall user satisfaction. Users note that Canopy is constantly evolving, with regular updates that improve functionality and user-friendliness.
- Reviewers mention that while TaxDome has a slightly higher star rating, its lower G2 Score suggests that it may not meet user expectations as consistently as Canopy. Some users have expressed concerns about specific features not aligning perfectly with their workflow needs.
- Users highlight Canopy's strong support system, with many noting the company's responsiveness to feedback and commitment to continuous improvement. This level of support is crucial for users who rely on the software for their daily operations.
- G2 reviewers indicate that while both platforms have strong features, Canopy's lower entry-level price makes it a more accessible option for small businesses. Users appreciate the value it provides without compromising on essential functionalities.
Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
TaxDome
TaxDome Essentials
$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
400
9.0
562
Ease of Use
8.9
416
8.3
572
Ease of Setup
8.2
322
7.5
383
Ease of Admin
8.7
219
8.4
320
Quality of Support
9.0
390
9.0
537
Has the product been a good partner in doing business?
8.9
217
9.0
307
Product Direction (% positive)
9.2
388
9.2
536
Features by Category
Document Creation
Not enough data
8.7
47
Not enough data
8.4
47
Not enough data
8.0
47
Not enough data
7.7
45
Not enough data
7.4
45
Not enough data
8.4
45
Workflow
Not enough data
8.3
45
Not enough data
8.4
44
Not enough data
8.8
45
Analytics
Not enough data
7.8
42
Not enough data
7.8
43
Not enough data
7.4
43
Administration and Platform
Not enough data
8.6
44
Not enough data
8.6
44
Not enough data
8.5
44
Not enough data
8.8
45
Not enough data
7.5
42
Not enough data
7.8
42
Generative AI
Not enough data
6.7
37
Setup
Not enough data
8.2
83
Not enough data
8.2
81
Not enough data
8.0
81
Not enough data
8.6
78
Management
Not enough data
8.1
78
Not enough data
7.9
77
Not enough data
7.4
75
Generative AI
Not enough data
6.8
70
Agentic AI - Workflow Management
Not enough data
6.4
26
Not enough data
6.3
26
Not enough data
6.3
25
Not enough data
6.1
25
Not enough data
6.1
24
Not enough data
6.3
24
Not enough data
6.1
24
Platform Additional Functionality
9.3
82
9.1
392
6.9
78
8.8
391
7.9
78
8.2
358
8.9
78
9.3
409
Platform Content
8.1
81
8.7
387
Platform Data
7.9
79
8.7
400
Agentic AI - Tax Practice Management
6.5
48
6.8
31
Feature Not Available
6.9
31
6.3
48
6.4
31
Feature Not Available
6.5
31
Feature Not Available
6.3
31
Content
Not enough data
8.1
89
Not enough data
7.5
88
Not enough data
9.1
89
Not enough data
9.3
89
Not enough data
8.2
88
Collaboration
Not enough data
8.2
90
Not enough data
8.8
88
Not enough data
8.5
88
Not enough data
7.8
87
Not enough data
8.0
87
Not enough data
8.8
88
Communication
8.8
250
9.1
241
8.1
249
8.8
236
8.2
241
8.8
227
Collaboration
8.4
243
8.7
227
8.7
246
8.7
231
8.4
234
8.2
214
Billing
8.1
236
8.0
218
7.4
242
7.9
216
7.8
238
7.8
212
Onboarding
8.2
245
8.4
236
7.9
242
8.4
229
8.5
244
8.6
238
Visibility
8.3
246
8.6
224
7.5
239
7.9
209
8.9
246
8.9
234
7.7
238
8.4
217
8.5
246
8.9
225
7.4
238
8.1
225
Agentic AI - Accounting Practice Management
Feature Not Available
6.2
18
Feature Not Available
5.9
18
Feature Not Available
6.0
17
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
91.9%
Financial Services
4.8%
Law Practice
0.9%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.5%
Accounting
94.8%
Financial Services
3.0%
Consulting
0.6%
Management Consulting
0.4%
Publishing
0.3%
Other
0.9%
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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