Canopy Practice Management vs. TaxDome

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Canopy Practice Management
Score 10.0 out of 10
N/A
Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.N/A
TaxDome
Score 9.0 out of 10
N/A
TaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.
$50
per month per user
Pricing
Canopy Practice ManagementTaxDome
Editions & Modules
No answers on this topic
A hub for client, team, and document management with online payments & practice management automations.
$50
per month per user
TaxDome Lite - CRM and client portal with document exchange, storage & e-signatures.
$300
per year for sole proprietors
Offerings
Pricing Offerings
Canopy Practice ManagementTaxDome
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Canopy Practice ManagementTaxDome
Top Pros

No answers on this topic

Top Cons

No answers on this topic

User Ratings
Canopy Practice ManagementTaxDome
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Canopy Practice ManagementTaxDome
Pros
Canopy, Inc.
  • Client information management
  • Task tracking
  • Time Tracking
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TaxDome
No answers on this topic
Cons
Canopy, Inc.
  • I wish Contact information could contain active hyperlinks
  • I wish reports could be generated based on TAGS
  • I wish contact lists could be generated based on filters
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TaxDome
No answers on this topic
Alternatives Considered
Canopy, Inc.
LIGHT YEARS ahead of PCS. We hated it
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TaxDome
No answers on this topic
Return on Investment
Canopy, Inc.
  • Big impact on profitability based on the ability to set budgets and track time
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TaxDome
No answers on this topic
ScreenShots