Tech Support has been very helpful. Our clients like the portal too.

I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go.

Canopy is always upgrading and improving their software based on constant user feedback.

I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.

Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy.

Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients.

I like the transcripts, but the CRM is overpriced.

At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.

My clients love it because they can safely share their documents with me.

My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files.

Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required.

Very easy to use, minimalistic layout and great functionality, they know what they are doing and know how to make it easier for accountants.

The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.

I had problems exchanging large documents securely.

Cool features, outstanding customer service, constantly updating  to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.

Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

I really like the software's ease of use; and my staff loves it.

The software is very easy to use and end user friendly.

Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles.

I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts.

Given the fact that the IRS is paper driven, that says a lot. Customer support is excellent for everything from asking for help to utilize functions or suggesting changes.

Horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent.

I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.

I like the ease of integration between things, especially with the Firm Management and client management modules.

Jumped in and decided to make them our company for our tax prep business, and everything went wrong.

Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy.

When we used Canopy, now the integration with the IRS helped us save so much time for pulling transcripts.

Canopy has saved me time in ease of use in obtaining IRS transcripts.

Customer Service is Terribly - This Company is too new to meet deadlines.

We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable.

Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.

Such a great company with outstanding services and products. They also offer great education webinars of their company's product.

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes.

The mass email system is great. The ability to have all the emails in one place for a specific tax client is excellent.

I absolutely love that I can easily share, or not share, documents. It makes collaboration super easy.

Sometimes hard to navigate where to find documents. The platform can also be sluggish at times.

Customer Support has been irritating at times and hit or miss the rest.

Overall good and easy to use. Nice to have one place to hold all of our documents.

Its multifunctionality is my top preference, then the pricing and the fact that they are still improving on the app makes me convinced that I am using the best tool.

The software is generally very easy to navigate and they have an outstanding library of tutorial videos to help break the learning curve.

Customer service team has been awesome. The Taxdome team continues to put in place updates to improve their product.

Inability to collect client leads from Website, inability to chat with team on tasks.

TaxDome meets the needs of my business in one place. I like the client portal, email integration, workflow and e-signature capabilities.

Very few pre-made templates for the pipelines, inability to create a multiple line invoice, no texting (but we hear that is coming soon).

It's very user friendly, super organized and everything is labeled, perfect for OCD people like myself.

Onboarding meetings have been super helpful. This software is very inexpensive for what you receive.

I like the workflow, ease of uploading documents and getting signatures, I like the integration with my email.

It was also super easy to setup the client base. The ability to have all the contact information and able to trace everything at one spot is key, and great for my small business.

Also, new features and updates seem to be coming out every week. That is exciting to know they are truly interested in developing an amazing product.

I haven't really had any negative experiences with TaxDome.

Love that the software automatically reminds clients to respond - it's a lifesaver. Ease of use on the clients' end is also highly desirable.

Customer service has been amazing and very responsive. I can't wait to see the feature list grow even more.

It made it confusing so I had to personally email my CPA and ask if there was a problem.

They were so helpful and amazing to work with. Taxdome is highly recommended.

They have great customer service and their on boarding  white glove service was wonderful.

So much there that it is overwhelming. I was a bit confused with some of their terminology.

I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched.

I like that all of my information is secure and I can send it to my tax company quickly. I like the payment options as well.

I like the system for its secure signature feature. Now that I have a better understanding between contacts and accounts I like the organizational system of the program.

I liked how easy it was to integrate with existing cloud-based services and how user-friendly it was.

At sometimes, I felt confused when I saw the all documents at once instead of looking into each categorized file.

It's been fantastic, [SENSITIVE CONTENT HIDDEN] was very helpful and continues to be helpful throughout the process.

I liked most, the ability to get a discount card by completing this survey.

I don’t really have any complaints about the software.

I access this system annually and I love how easy it is to help me reset my password. I also enjoy the how simple yet sleek the interface is.

Bulk  upload feature is great and the ease of having all client communications automatically uploaded is nice.

Very easy to find something. 50 dollars a month and it is easily taking care of 100-200 dollars worth of subscription services.

Great for pros and for beginners, at first I was not interested on using this product,  but now, I highly recommend it.

US Dollar

Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys, and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience. Canopy offers a mobile app where clients can securely share files, complete case to-do lists, e-sign documents, view invoices, and make payments. The app is compatible with iOS and Android devices.


Canopy includes features such as birds-eye view, client requests, communications, automated workflows, custom templates, document review, payments, transcripts retrieval, tax resolution, notices, and more. It comes with a practice management module, which allows users to automate client onboarding, manage secure file exchange, and track client communications. 


Pricing is on an annual subscription basis. Support is available via phone, online knowledge base, and video tutorials. 



LongDescription

File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Messaging

Tax Management

Electronic Payments

Invoice History

Status Tracking

Meeting Management

Payment Processing

Tax Forms

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Digital Signature

Mobile Payments

Task Scheduling

Financial Management

Electronic Signature

Project Billing

Credit Card Processing

Invoice Management

Project Planning/Scheduling

CPA Firms

Timesheet Management

Project Management

Task Planning

Approval Process Control

Customizable Invoices

Projections

Document Capture

For Accountants

Resource Management

Customizable Fields

Collaboration Tools

File Recovery

Full Text Search

Data Import/Export

Offline Access

Accounting

Multiple Projects

File Transfer

File Conversion

Document Classification

QuickBooks Integration

Contact Management

Version Control

Content Management

Configurable Workflow

For CPA Firms

Project Time Tracking

Hourly Billing

Cost-to-Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Compliance Management

Real Time Data

Billing Portal

Client Portal

Forms Management

ACH Payment Processing

Workflow Management

Project Accounting

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Invoice Creation

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Expense Tracking

Time Zone Tracking

Customizable Branding

Compliance Tracking

Reporting/Analytics

Contact Database

Remote Access/Control

Time & Billing - $24/month per user, billed annually
Workflow - $30/month per user, billed annually
Transcripts & Notices - $33/month per user, billed annually
Document Management - $40/month per user, billed annually
Client Management - $2.50/per client, per year, billed annually

We provide contact-based pricing tailored specifically for your firm.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Canopy

In Person

Live Online

Webinars

Documentation

Videos

TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, manage both internal processes (workflow, CRM, reporting, secure document storage) and client-facing activities (documents, signatures, invoicing, messages, proposals and engagement letters). Available on desktop or mobile for your firm and your clients. 

TaxDome is the most intuitive cloud-based solution for practice management. This best-in-class software is accessible no matter how large or small your business is: use web or desktop software as well as mobile apps to run your practice remotely.

You can utilize built-in templates to handle tax returns, bookkeeping, payroll and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, managers can collaborate with staff on various files using the @mention functionality.

TaxDome lets stakeholders integrate the system with third-party applications, such as QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs and more. Pricing is based on monthly subscriptions and support is extended via email, phone, chat, FAQs, forums, knowledge base, webinars, etc.


Employee Management

Data Synchronization

Timer

Ad hoc Reporting

Cash Flow Management

Audit Trail

Multi-Currency

Sales Tax Management

Email Reminders

Real-Time Updates

TaxDome offers a 14-day free trial for new users, after which the software is available 
Lite plan - at $25 per month billed annually.
Pro plan - at $50 per month per user billed annually.
A $75 per month per user - additional monthly subscription for seasonal staff. 


Canopy vs TaxDome

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