Canopy vs TaxDome (2026): which should you pick?

Canopy

• Accounting and tax firms that want one system in place of several apps
• Firms running tax season intake and delivery through a client portal
• Firms of any size from a few staff up to large practices

TaxDome

• Tax and accounting firms that want one system for clients and work
• Firms that exchange documents and signatures with clients online
• Firms that bill clients in QuickBooks Online

Canopy

• Pricing is per user, so cost scales with firm headcount; the page says annual billing saves 20% against monthly.
• Capacity planning and custom reporting need Plus, and advanced workflows and billing need Premium.
• Add-ons are priced separately: Tax Resolution is $50 per user a month, and Close Automation is $10 per connected client a month.
• Tax Workflow Automation starts at $34 per client credit, billed annually.

TaxDome

• Pricing could not be read: the vendor's site answered with a bot check, so no plans or prices are listed here.
• Clients need their accountant to sign up for TaxDome before they can use the client portal app.
• The mobile apps listed here are for iPhone and iPad; no Android listing was read.

Canopy

Client portal and messaging

Clients get a portal, a mobile app and secure messaging for sending documents, questionnaires and organizers.

Workflow and engagements

Recurring task workflows, engagement letters and proposals, and tax workflow automation keep firm work on a schedule.

Time, billing and payments

Tracks time, invoices clients, collects payments and shows realization rates; group billing combines entities on one invoice.

Tax resolution tools

Pulls IRS transcripts, tracks notices and auto-fills more than 200 federal and state forms, as a paid add-on.

Coworker AI

An AI assistant included on every plan with monthly credits per user; the pricing page lists it as in open beta.

TaxDome

Client portal

A custom-branded website and client portal for secure messages, client tasks, document exchange and payments.

Workflow automation

Project management and automation designed for tax and accounting work, with team @mentions and notifications.

CRM and messaging

A CRM synced with the firm's email, with contact and account records, notes and one-tap text, call or email from the mobile app.

E-signatures and engagement letters

The listing says e-signatures, contracts and engagement letters are unlimited, so no separate signing service is needed.

Invoicing and organizers

Invoices can be paid by ACH or credit card and sync with QuickBooks Online; customizable organizers replace generic PDF forms.

Canopy

• Standard$74

  per user / month, billed annually ($93 billed monthly)

  CRM, document management and e-sign, client portal, task workflows, invoicing and payments, and the Coworker AI.

• Plus$109

  per user / month, billed annually ($136 billed monthly)

  Adds user roles and access controls, more client intake capacity, capacity planning and custom reporting.

• Premium$149

  per user / month, billed annually ($186 billed monthly)

  Adds advanced workflows and automation, advanced billing scenarios and deeper reporting.

• EnterpriseCustom

  Tailored plan for large firms; the page says it is likely not a fit below roughly a 200-person firm.

TaxDome

Pricing could not be confirmed. See taxdome.com.

Canopy

• Annual discount

  Save 20% with annual billing

  The pricing page says annual billing saves 20%, for example Standard at $74 instead of $93 per user a month.

TaxDome

No public discounts listed.