Canopy vs. TaxJar

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Canopy
Score 9.2 out of 10
N/A
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
TaxJar
Score 8.1 out of 10
N/A
TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special jurisdictions, etc). Users can also sort data by any date range. Estimated Sales Tax Reports: Users can see a comparison of what they actually collected versus what…
$19
for up to 200 orders/month
Pricing
CanopyTaxJar
Editions & Modules
No answers on this topic
Starter
$19
for up to 200 orders/month
Professional
$99
for up to 200 orders/month
Premium
Custom
Offerings
Pricing Offerings
CanopyTaxJar
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details30 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.
More Pricing Information
Features
CanopyTaxJar
Type of tax
Comparison of Type of tax features of Product A and Product B
Canopy
9.8
3 Ratings
22% above category average
TaxJar
9.3
6 Ratings
17% above category average
Sales and Use Taxes10.03 Ratings9.76 Ratings
Cross-border Taxes9.02 Ratings9.01 Ratings
VAT / GST Taxes10.02 Ratings00 Ratings
Energy and Fuel Taxes10.03 Ratings00 Ratings
Tax Reporting & Compliance
Comparison of Tax Reporting & Compliance features of Product A and Product B
Canopy
8.2
8 Ratings
5% above category average
TaxJar
9.6
6 Ratings
20% above category average
Geolocation for Tax Assessment9.02 Ratings10.03 Ratings
3rd-Party Software Integrations2.16 Ratings8.76 Ratings
Tax Data Reporting9.63 Ratings9.85 Ratings
Compliance Administration Management9.26 Ratings9.54 Ratings
Tax Exemption Processing10.03 Ratings10.02 Ratings
Tax Document Management8.07 Ratings9.54 Ratings
Complex Tax Scenario Management9.35 Ratings10.01 Ratings
Best Alternatives
CanopyTaxJar
Small Businesses
TaxJar
TaxJar
Score 8.1 out of 10
Canopy
Canopy
Score 9.2 out of 10
Medium-sized Companies
LOVAT
LOVAT
Score 10.0 out of 10
LOVAT
LOVAT
Score 10.0 out of 10
Enterprises
ADP SmartCompliance
ADP SmartCompliance
Score 8.3 out of 10
ADP SmartCompliance
ADP SmartCompliance
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CanopyTaxJar
Likelihood to Recommend
8.0
(12 ratings)
9.3
(13 ratings)
Support Rating
1.0
(1 ratings)
7.5
(2 ratings)
User Testimonials
CanopyTaxJar
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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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

TaxJar Screenshots

Screenshot of TaxJar Reports dashboard showing you the states in which you have nexus, how much sales tax was collected, and your gross sales summary.Screenshot of TaxJar state report showing breakdown of sales tax by city, county, and local jurisdiction for easy sales tax filing.