What users are saying about
16 Ratings
20 Ratings
16 Ratings
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Score 9.5 out of 100
20 Ratings
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Score 9.2 out of 100

Feature Set Ratings

  • Canopy ranks higher in 1 feature set: Type of tax
  • TaxJar ranks higher in 1 feature set: Tax Reporting & Compliance

Type of tax

9.8

Canopy

98%
9.3

TaxJar

93%
Canopy ranks higher in 4/4 features

Sales and Use Taxes

10.0
100%
3 Ratings
9.7
97%
6 Ratings

Cross-border Taxes

9.0
90%
2 Ratings
9.0
90%
1 Rating

VAT / GST Taxes

10.0
100%
2 Ratings
N/A
0 Ratings

Energy and Fuel Taxes

10.0
100%
3 Ratings
N/A
0 Ratings

Tax Reporting & Compliance

9.4

Canopy

94%
9.6

TaxJar

96%
TaxJar ranks higher in 5/7 features

Geolocation for Tax Assessment

9.0
90%
2 Ratings
10.0
100%
3 Ratings

3rd-Party Software Integrations

9.3
93%
5 Ratings
8.7
87%
6 Ratings

Tax Data Reporting

9.5
95%
3 Ratings
9.8
98%
5 Ratings

Compliance Administration Management

9.3
93%
6 Ratings
9.5
95%
4 Ratings

Tax Exemption Processing

10.0
100%
3 Ratings
10.0
100%
2 Ratings

Tax Document Management

9.7
97%
6 Ratings
9.5
95%
4 Ratings

Complex Tax Scenario Management

9.3
93%
5 Ratings
10.0
100%
1 Rating

Attribute Ratings

  • Canopy is rated higher in 1 area: Likelihood to Recommend
  • TaxJar is rated higher in 1 area: Support Rating

Likelihood to Recommend

9.5

Canopy

95%
11 Ratings
9.3

TaxJar

93%
13 Ratings

Support Rating

1.0

Canopy

10%
2 Ratings
7.5

TaxJar

75%
4 Ratings

Likelihood to Recommend

Canopy, Inc.

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.
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Stripe

If you aren't a tax professional, this is a must. Trying to manually calculate which county/city/state sales tax is owed will break your brain. Actually, even if you were a tax professional, why would you want to manually do it when you could just have a tool like this to calculate it for you. I wish it was also affordable to have it file for you and there are some crunchy bits, but its pros definitely outweigh the cons.
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Pros

Canopy, Inc.

  • 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
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Stripe

  • The CSV upload for clients that do not have or want to connect directly is very good. It allows us to get a lot of the information done quickly.
  • The cost is very competitive.
  • According to our clients, the integration is relatively easy.
  • For the most part, the reports are accurate.
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Cons

Canopy, Inc.

  • 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.
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Stripe

  • Continually increase its native integration features with BigCommerce, which recently just opened up more Checkout APIs and Sales Tax APIs.
  • The Amazon integration is confusing only because Amazon (sometimes?) calculates and collects sales tax on your behalf. It's not clear what's best-- to let Amazon do it for you or for TaxJar to handle it.
  • Onboarding could be a bit easier and guided.
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Pricing Details

Canopy

Starting Price

Editions & Modules

Canopy editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    TaxJar

    Starting Price

    $0

    Editions & Modules

    TaxJar editions and modules pricing
    EditionModules
    Starter$191
    Professional$992
    PremiumCustom3

    Footnotes

    1. for up to 200 orders/month
    2. for up to 200 orders/month
    3. none

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional $0

    Additional Details

    30 day free trial. No obligation, no activation fees. Upgrade, downgrade or cancel anytime. Pricing based on order volume. Transactions are equal to -Orders imported into TaxJar with one or more line items -SmartCalcs API pushed sales tax calculation If you go over your transaction limit during a single month, we will charge you the difference between the plan you’re on and the next highest plan. The next month you’ll start back on the original plan that you subscribed to, and the process will repeat itself again. This is all done automatically. Your plan will never be interrupted and you will not have to speak with a salesperson.

    Support Rating

    Canopy, Inc.

    We had to contact the company many times because of the problems we were encountering. They were not helpful in any way
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    Stripe

    We had a few questions about integrations & onboarding, and support answered quickly and in-depth. They understood our questions - which were a bit technical in nature - and were able to provide an explanation in a timely and specific manner that allowed us to get the system up and running quickly.
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    Alternatives Considered

    Canopy, Inc.

    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.
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    Stripe

    TaxJar is less expensive, simpler to integrate and their billing is straightforward so that you don't have to worry about huge surprises at the end of a month or quarter. They spend a lot less time on sales/marketing but their support is excellent and overall we have had a much better experience with TaxJar.
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    Return on Investment

    Canopy, Inc.

    • We have eliminated our admin position as our tasks are more streamlined.
    • We can support a year-round client demand breaking the season-to-season cash cycle.
    • We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution.
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    Stripe

    • With regards to ROI, it definitely saves time. And time, as they say, is money. It may be hard to put a particular dollar sign on this, but it definitely has provided a positive return.
    • It keeps me aware of where I have sales tax nexus that I might not know about otherwise. This is important. Even if I have to check it manually, at least I am made aware of where I need to file.
    • It allows me to track how much in sales tax we've paid year over year, which is a good indication of how our sales are doing.
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    Screenshots

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