TAXDOME VS CANOPY

What Separates Canopy from TaxDome?

Choose the right solution for your practice management.

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QUALITY BUILT AT ITS CORE

Canopy is the reliable practice management solution

It’s crucial to your firm’s success to choose a practice management solution that is inviting to use as well as reliable and operational. So, sure, Canopy has a modern, visually appealing interface, but it’s what’s under the surface that really matters. And that’s purposefully built practice management software that provides performance and reliability so you can avoid disruptions, save time, and make better business decisions.

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Award-Winning Implementation and Support

Time & Billing Reports (including WIP, profitability, and productivity)

Mobile App (specifically for practitioners)

Robust Workflow Automation

Filterable Task List

Actual vs. Budgeted Time

Client Portal

Integrations

Limited

PDF Editor

Limited

Client Tasks

Limited

Frame-Canopy
Frame-Taxdome

Award-Winning Implementation and Support

Time & Billing Reports (including WIP, profitability, and productivity)

Mobile App (specifically for practitioners)

Robust Workflow Automation

Filterable Task List

Actual vs. Budgeted Time

Client Portal

Integrations

Limited

PDF Editor

Limited

Client Tasks

Limited

Most Implementable_Summer2022
AccountingPracticeManagement_Leader_Leader
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G2

4.6 stars on G2.com

“I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application.”

Danny Nordstrom / Nordstrom Accounting Services

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TAXDOME VS CANOPY

Canopy Support Is Industry-Best (Ask The Industry!)

Our customers are at the heart of what we do and we want to support them in every way that we can. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award, and Top 10 Accounting Practice Management and multiple other awards from G2) to help you unlock the firm you’ve always wanted.

Canopy is the best solution because it:

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Keeps it Secret, Keeps it Safe

Canopy protects your information and client data with annual SOC-2 Type 2 certifications, 2FA for clients and staff, 256-bit encryption for data (in transit and at rest), internal PCI compliance, regular backups of data, and more.

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Is Designed with You in Mind

Canopy was specifically built for accountants (and your clients) in mind. Routine communication allows us to gather customer feedback and requests and continually develop and improve our products, which customers love! Don’t just take our word for it, check out what our customers are saying (spoiler: they gave us 4.7/5 stars). Read more about our security measures.

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Can (and will) Grow with Your Firm

Change is hard, takes time, and comes at a cost. If you decide to start using or switching to a new practice management software then you want to ensure that investment is worth it and can scale with your growth—whether intentional or by happenstance. Join over 2,800 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.

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TAXDOME VS CANOPY

Canopy Is Modern, Mobile & Works Wherever You Do

Canopy’s cloud-based software allows us to respond to market shifts and our users’ needs—and deliver real-time updates when new features are released. Use Canopy on any internet browser or on our Canopy Mobile App (for practitioners; 4.8/5 stars) or Client Portal App (for your clients; 4.9/5 stars with 3.5k reviews) on your mobile device.

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TAXDOME VS CANOPY

Canopy is More Reliable

You can’t afford for your practice management software to waste your time loading, or worse, suddenly going down. Canopy’s purpose-built platform, modules, and features help you reliably execute work faster—especially during busy seasons. We even publish our daily uptime results.

WHAT OUR CUSTOMERS LOVE ABOUT US
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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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“I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for CRM, communication, client portal, and workflow management... Canopy makes it possible for all my clients to be under one "CANOPY". ”

Danny N. / Founding Partner

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“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

Lisa B. / Owner

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“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

Jon F. / CEO

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“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

Cassandra H. / Office Manager

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“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Adam R. / Payroll Professional

They like us. They really really like us.

Based on 800+ reviews

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45 stars

4.6 stars on G2.com

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45 stars

4.5 stars on Capterra

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45 stars

4.5 stars on GetApp

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