Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.
N/A
Dext
Score 9.6 out of 10
N/A
Dext is a bookkeeping automation platform now from IRIS (acquired December 2024) that eliminates much of the manual work associated to accounting processes.
$32
per month for 5 users (minimum) and 250 documents per month
Pricing
Canopy
Dext
Editions & Modules
No answers on this topic
Dext Essential (Pricing for practices)
$23.92
per month per client (10 minimum, for accounting & bookkeeping firms)
Dext Advanced (Pricing for practices)
$25.64
per month per client (10 minimum, for accounting & bookkeeping firms)
Dext for Businesses
starting at $31.50
per month for 5 users
Offerings
Pricing Offerings
Canopy
Dext
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Discount available for annual pricing.
More Pricing Information
Community Pulse
Canopy
Dext
Features
Canopy
Dext
Type of tax
Comparison of Type of tax features of Product A and Product B
Canopy
9.8
3 Ratings
23% above category average
Dext
-
Ratings
Sales and Use Taxes
10.03 Ratings
00 Ratings
Cross-border Taxes
9.02 Ratings
00 Ratings
VAT / GST Taxes
10.02 Ratings
00 Ratings
Energy and Fuel Taxes
10.03 Ratings
00 Ratings
Tax Reporting & Compliance
Comparison of Tax Reporting & Compliance features of Product A and Product B
Canopy
8.1
8 Ratings
3% above category average
Dext
-
Ratings
Geolocation for Tax Assessment
9.02 Ratings
00 Ratings
3rd-Party Software Integrations
2.06 Ratings
00 Ratings
Tax Data Reporting
9.63 Ratings
00 Ratings
Compliance Administration Management
9.26 Ratings
00 Ratings
Tax Exemption Processing
10.03 Ratings
00 Ratings
Tax Document Management
8.07 Ratings
00 Ratings
Complex Tax Scenario Management
9.35 Ratings
00 Ratings
Expense Management
Comparison of Expense Management features of Product A and Product B
Canopy
-
Ratings
Dext
10.0
1 Ratings
19% above category average
Employee Expense Reporting
00 Ratings
10.01 Ratings
Payment Management
Comparison of Payment Management features of Product A and Product B
If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
It is great for accounting firms. Easy to add and administer client accounts. Easy to integrate with QuickBooks Online. Easy for clients to capture and submit receipts on the go. It is hard to use for manual data entry, and if your clients frequently have very long receipts the Dext Mobile app does not work well as it compresses the image to the point where it is completely illegible. It does not seem to be designed for business owners to use directly rather than using it through their accounting firm.
As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
Receipt Bank does a stellar job of extracting information from photos of receipts and bills. I'd say 95% of the time the information pulled is correct, so very rarely do I have to correct an amount or date.
One feature I really enjoy is not only the syncing with Quickbooks Online, but the fact that it also pushes the image to Quickbooks Online as an attachment! This means that for every expense/bill processed through Receipt Bank, an image of it is available inside of the transaction inside of Quickbooks Online. This makes researching a breeze.
Receipt Bank makes it very simple for users to add documents to the platform. Each company receives a dedicated Receipt Bank email address, which they can email to and upload documents, or users can use the phone apps (which are really easy to use), or they can upload documents from their computer. Training our clients to use it really can't be any easier!
Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.
Receipt Bank Practice Platform has many great features. As they develop the platform I would like to see a rigorous review of all features so as not to add too many and overwhelm my team.
Having the flexibility to pick and choose from a suite of features and implement the ones that best suit my practice. A tailor made Receipt Bank Practice Platform. this would allow my practice to grow into the features rather than be overwhelmed by too many.
Dext is the best way for us to manage our business expenses. Physical and PDF receipts/invoices will be around for a while, but the move to eInvoicing is very good and we look forward to Dext adding this feature
Dext Prepare's usability is great, it has lots of functions and you can scan any type of document, including hard copy handwritten documents. It is not very accurate but it is handwritten!! Apart from it, you can use multiple functions like one page at a time, multiple, in bulk. You can send emails with multiple attachments and one of the greatest function is the mobile application capabilities.
When I think I have broken the platform the help guys and girls are simply fantastic. They take time to understand the problem and usually resolve the issue on the spot. I have not had to wait more than an hour to get anything resolved - be that an issue I have created or a fault in my understanding of the program. Can't rate their support I have received to date highly enough.
Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
Dext is much easier to use than Hubdoc. You can approve documents in batches whereas in Hubdoc you need to review each document separately. Once Dext is set up properly, there is little need to review every document.
Hubdoc does have the ability to save documents to an external site, like Google docs as a backup.
I am a single operator Bookkeeping business and run a very profitable business because DEXT provides me a very efficient process to capture critical data without the need for additional manpower.
The information DEXT captures, stores and reports helps me plan an present relevant information to the client to support pricing increases at client reviews
The information DEXT contains helps me present business insights to the client thereby assisting in their business aspirations which helps deepen client relationships
