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At a Glance
Canopy
Canopy
Star Rating
(440)4.6 out of 5
Market Segments
Small-Business (97.7% of reviews)
Information
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plans
TaxDome
TaxDome
Star Rating
(626)4.7 out of 5
Market Segments
Small-Business (99.8% of reviews)
Information
Entry-Level Pricing
$58.00 Per Month
Learn more about TaxDome
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Canopy excels in its "Ease of Use" with a score of 8.9, making it more user-friendly compared to TaxDome's score of 8.3. Reviewers mention that Canopy's intuitive interface allows for a smoother onboarding experience.
  • Reviewers mention that TaxDome offers superior "Customizability: Variables and Fields" with a score of 9.1, which allows for more tailored document creation compared to Canopy's score of 8.4. Users appreciate the flexibility in adapting templates to their specific needs.
  • G2 users highlight Canopy's strong "Quality of Support" with a score of 9.0, which is slightly lower than TaxDome's 9.1. Users report that Canopy's support team is responsive and helpful, making it a reliable partner for small businesses.
  • Users on G2 note that Canopy's "Document Collaboration" score of 8.3 is lower than TaxDome's 9.1, indicating that TaxDome provides a more robust collaborative environment for teams working on documents together.
  • Reviewers mention that TaxDome's "Automation" features score 8.8, outperforming Canopy's 7.9. Users appreciate the efficiency gained from TaxDome's automated workflows, which streamline repetitive tasks.
  • Users say that Canopy's "Entry Level Price" of $24.00 is significantly lower than TaxDome's $58.00, making it a more budget-friendly option for small businesses looking to manage their tax processes effectively.
Featured Products
Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
Browse all 5 pricing plans
TaxDome
TaxDome Pro
$58.00
Per Month
Learn more about TaxDome
Free Trial
Canopy
Free Trial is available
TaxDome
Free Trial is available
Ratings
Meets Requirements
8.7
302
9.0
512
Ease of Use
8.9
306
8.3
521
Ease of Setup
8.3
223
7.7
331
Ease of Admin
8.7
170
8.5
295
Quality of Support
9.0
295
9.1
490
Has the product been a good partner in doing business?
9.0
168
9.1
282
Product Direction (% positive)
9.0
286
9.3
485
Features by Category
Document Creation
8.3
18
9.0
29
8.7
18
8.5
29
7.3
18
8.0
29
7.9
17
7.5
27
7.8
17
7.7
27
8.3
17
8.3
27
Workflow
7.5
17
8.6
27
8.6
17
8.5
26
8.4
17
9.1
27
Analytics
8.2
16
7.7
25
7.5
17
7.9
26
7.5
17
7.6
26
Administration and Platform
9.0
17
9.0
26
8.6
16
9.0
26
7.8
16
8.8
27
8.3
16
8.7
27
7.8
16
7.6
25
8.1
16
8.1
26
Generative AI
8.5
14
6.9
21
Not enough data
8.2
364
Setup
Not enough data
8.6
48
Not enough data
8.7
48
Not enough data
8.6
48
Not enough data
8.6
45
Management
Not enough data
8.5
45
Not enough data
8.0
45
Not enough data
8.0
44
Generative AI
Not enough data
6.9
41
Tax Practice ManagementHide 6 FeaturesShow 6 Features
8.8
46
8.8
2,106
Platform Additional Functionality
9.3
9
9.2
355
8.3
7
8.8
353
8.3
7
8.2
320
9.3
7
9.3
367
Platform Content
8.8
8
8.7
347
Platform Data
9.0
8
8.7
364
Not enough data
8.6
564
Content
Not enough data
8.3
52
Not enough data
7.8
51
Not enough data
9.3
51
Not enough data
9.4
52
Not enough data
8.4
52
Collaboration
Not enough data
8.4
51
Not enough data
9.0
51
Not enough data
8.9
51
Not enough data
8.0
51
Not enough data
8.1
51
Not enough data
9.0
51
Accounting Practice ManagementHide 18 FeaturesShow 18 Features
8.1
2,788
8.5
3,703
Communication
9.0
162
9.1
221
7.9
161
8.8
215
8.3
155
8.8
207
Collaboration
8.4
155
8.8
207
8.6
158
8.8
211
8.3
146
8.3
194
Billing
8.0
150
8.1
199
7.4
154
8.1
197
7.7
151
7.8
192
Onboarding
8.1
158
8.4
216
7.7
154
8.5
209
8.6
156
8.6
219
Visibility
8.4
159
8.6
204
7.4
151
8.0
190
8.8
158
8.9
214
7.5
152
8.5
197
8.3
158
9.0
205
7.4
150
8.2
206
Categories
Categories
Shared Categories
Canopy
Canopy
TaxDome
TaxDome
Canopy and TaxDome are categorized as Accounting Practice Management, Proposal, and Tax Practice Management
Unique Categories
Canopy
Canopy has no unique categories
TaxDome
TaxDome is categorized as Workflow Management and Client Portal
Reviews
Reviewers' Company Size
Canopy
Canopy
Small-Business(50 or fewer emp.)
97.7%
Mid-Market(51-1000 emp.)
2.1%
Enterprise(> 1000 emp.)
0.2%
TaxDome
TaxDome
Small-Business(50 or fewer emp.)
99.8%
Mid-Market(51-1000 emp.)
0.2%
Enterprise(> 1000 emp.)
0%
Reviewers' Industry
Canopy
Canopy
Accounting
91.0%
Financial Services
5.8%
Law Practice
1.2%
Airlines/Aviation
0.5%
Consulting
0.2%
Other
1.4%
TaxDome
TaxDome
Accounting
94.7%
Financial Services
3.0%
Consulting
0.6%
Management Consulting
0.5%
Airlines/Aviation
0.3%
Other
0.8%
Most Helpful Reviews
Canopy
Canopy
Most Helpful Favorable Review
Stacy C.
SC
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
Alfonso M.
AM
Alfonso M.
Verified User in Accounting

There are so many features missing that I can't help but wonder how this was built bt accountants for accountants. We import over 1,000 clients and every file is invisible to clients until we manually mark and make them visible. If I want to share the...

TaxDome
TaxDome
Most Helpful Favorable Review
Andrea Y.
AY
Andrea Y.
Verified User in Accounting

There are so many features available within TaxDome. Our favorite so far is the button for clicks to tell us they are done submitting documents. We also are in love with the diversity of the organizers.

Most Helpful Critical Review
Verified User
G
Verified User in Accounting

I have watched the videos on creating a workflow and they have you create a template but then in no way does the video explain how it relates to the pipeline. So I have a template with what I need and a Pipeline that doesn't work.

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Canopy
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TaxDome
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Discussions
Canopy
Canopy 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
Tiffany T.
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
Monty the Mongoose crying
Canopy has no more discussions with answers
TaxDome
TaxDome Discussions
Is TaxDome cloud based?
3 comments
Does TaxDome integrate with Drake?
3 comments
Jamie W.
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
Elizabeth M.
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