Try Tidyflow
Get your firm organized.
Watch a 4-minute demo, or start a free trial. No credit card required.
TaxDome and Canopy are both all-in-one practice management platforms with a client portal, a client app rated 4.9 on the App Store and unlimited e-signatures. TaxDome is best suited to tax-focused firms that are happy to pay per seat for a year upfront. Canopy is best suited to firms that want monthly billing or do IRS resolution work, which its Tax Resolution add-on covers in depth. TaxDome’s team plans start at $1,000 per seat a year; Canopy Standard is $74 per user a month billed annually, or $93 monthly.
We checked every price and feature below on each company’s own website on 24 September 2026; the sources are at the end. We make Tidyflow, which is covered separately after the comparison.
TaxDome vs Canopy at a glance
| TaxDome | Canopy | |
|---|---|---|
| Best suited for | Tax-focused firms happy to pay a year upfront | Firms that want monthly billing or do IRS resolution work |
| Primary focus | Client portal, CRM and tax workflow automation | Tax resolution, client portal and AI |
| Pricing | $800 (Essentials, single user), $1,000 (Pro) or $1,200 (Business) per seat a year | $74 (Standard) or $109 (Plus) per user a month billed annually; Premium ($149) coming soon |
| Billing terms | Paid upfront on 1-, 2- or 3-year terms; no refunds | Monthly or annual; annual saves 20% |
| Client portal and app | Web portal and client app, rated 4.9 from 40,922 App Store ratings | Web portal and client app, rated 4.9 from 23,818 App Store ratings |
| E-signatures | Unlimited on every plan | Unlimited; identity checks $1.25 per signer |
| Proposals and engagement letters | Included on every plan | Per-client Engagement credits, 5 free |
| Client intake | Intake forms and organizers | Smart Intake AI questionnaires, per-client credits, 5 free |
| Workflow | Ready-made automations on every plan | Automated and recurring workflows on every plan |
| IRS transcripts | Pro and Business | Tax Resolution add-on ($50 per user a month) |
| AI (September 2026) | Document renaming and tagging; agent announced for fall 2026 | Coworker invitation-only; Notetaker |
| Security | SOC 2 Type II | SOC 2 Type II |
| How to try it | Book a demo | Trial arranged through sales after a demo |
TaxDome vs Canopy: pricing (September 2026)
TaxDome, per seat per year, billed upfront:
- One-year term: Essentials $800 (a single user only), Pro $1,000, Business $1,200
- Two-year term: $750, $950 and $1,150
- Three-year term: $700, $900 and $1,100
- Instalment plans are only offered when the invoice exceeds $9,000
TaxDome’s pricing page opens on the three-year prices, so check which term a quote is for.
Canopy, per user per month:
- Standard: $74 billed annually, or $93 billed monthly
- Plus: $109 billed annually, or $136 billed monthly
- Premium: $149 billed annually, or $186 billed monthly, still marked coming soon
- Enterprise: custom, aimed at firms of around 200 people
- Add-ons: Tax Resolution $50 per user a month; Tax Workflow Automation from $34 per client; Close Automation $10 per connected client a month, with the first 5 included
TaxDome vs Canopy: what a 5-person firm pays
List prices for year one, before add-ons, credits and onboarding. TaxDome Essentials is left out because it covers a single user.
| Plan | Year one |
|---|---|
| TaxDome Pro, one-year term | $5,000 ($1,000 × 5), paid upfront |
| TaxDome Business, one-year term | $6,000 ($1,200 × 5), paid upfront |
| Canopy Standard, annual billing | $4,440 ($74 × 5 × 12) |
| Canopy Standard, monthly billing | $5,580 ($93 × 5 × 12) |
| Canopy Plus, annual billing | $6,540 ($109 × 5 × 12) |
| Canopy Standard + Tax Resolution, annual billing | $7,440 ($4,440 + $50 × 5 × 12) |
TaxDome vs Canopy: costs and terms to check
TaxDome
- Plans are paid upfront, and TaxDome’s refund policy says it doesn’t give refunds or credits.
- Essentials covers a single user, so any team starts on Pro.
- A fully branded client app is a paid add-on. Self-serve onboarding is free, and paid onboarding starts at $999.
- Short-term staff: Pro firms can add monthly seats at $100 each; Business firms can add 4-month seasonal seats at $500.
Canopy
- Tax Resolution is a $50 per user a month add-on, and Tax Workflow Automation and Close Automation are priced per client.
- Smart Intake and Engagements (proposals and engagement letters) use per-client credits after 5 free credits of each.
- Identity checks on e-signatures cost $1.25 per signer, with no volume discount.
- Monthly billing costs about 25% more than annual, and Premium is listed but still marked coming soon.
TaxDome vs Canopy: client portal and app
Both give clients a branded portal and a mobile app where they can upload documents, sign and pay.
- Adoption: both client apps are rated 4.9 on the US App Store, TaxDome’s from 40,922 ratings and Canopy’s from 23,818.
- Canopy: clients can log in to the app with a fingerprint or face, or open a single task through a secure link without logging in, and AI places signature fields automatically.
- TaxDome: the Business plan includes Client Care, where TaxDome’s support team answers your clients’ questions. Pro adds a custom firm URL and branded emails, and a fully branded app is a paid add-on.
TaxDome vs Canopy: tax season and IRS transcripts
- Client intake: TaxDome uses intake forms and organizers in its portal. Canopy’s Smart Intake builds AI questionnaires and document checklists, paid per client with credits.
- IRS transcripts: TaxDome’s Pro and Business plans include an IRS integration that downloads transcripts to client accounts.
- Tax resolution: Canopy’s Tax Resolution add-on pulls up to 20 years of IRS transcripts, gives step-by-step fixes for IRS notices, fills more than 200 federal and state forms and tracks every case in one place.
TaxDome vs Canopy: AI features in 2026
- TaxDome: TaxDome AI renames and tags uploaded documents today, and Pro includes AI-powered reporting. TaxDome has announced its Atlas agent, Claude and ChatGPT connectors and a public API for fall 2026.
- Canopy: every plan includes Canopy’s core AI. Canopy says its Coworker agent is invitation-only for now, Notetaker turns meetings into summaries and tasks, and Smart Intake drafts questionnaires.
When to choose TaxDome
- You’re a tax-focused firm and want clients working in one portal and app
- You want proposals, e-signatures and intake included in every plan, without per-client credits
- You need IRS transcript downloads but not a full resolution toolkit
- You’re comfortable paying for a year or more upfront
When to choose Canopy
- IRS notices, collections or resolution are a regular part of your work
- You want to pay monthly
- You want AI tools such as Coworker and Notetaker now
- You’re happy to pay for add-ons and credits as you use them
Questions to ask on your demo
Both sell through a demo, and Canopy sets up trials through its sales team. Worth asking:
- TaxDome: Which term is this quote for: one, two or three years? What happens if we need to leave early? Is the branded client app included?
- Canopy: Which add-ons and how many Smart Intake and Engagement credits would our firm use? Is this quote for monthly or annual billing? When will Premium be available?
Or Consider Tidyflow
If you want the all-in-one basics without paying a year upfront or buying credits, Tidyflow is the third option for growing firms.
Tidyflow is $39/user/month ($29/user/month billed annually), billed monthly or annually with no user minimum and no implementation fee. It includes job management, a client portal, invoicing with Stripe payments, proposals and engagement letters, unlimited standalone e-signatures, a shared inbox for Gmail, Microsoft 365 or IMAP, time tracking, and client requests with automated reminders. Ready-made tax organizers cover Forms 1040, 1120-S, 1065, 1120 and 1041. Tidyflow Agent is included on every plan: an AI teammate you can assign a Job to or @mention in a comment, plus connectors so Claude, ChatGPT and other MCP tools can work inside your workspace. Tidyflow has no IRS transcript or tax-resolution tools, and clients use its portal in a browser rather than an app; if resolution work is central, Canopy is the right call.
| Feature | TaxDome | Canopy | Tidyflow |
|---|---|---|---|
| Starting price | $800/user/year, annual upfront | $74/user/month billed annually | $39/user/month ($29 billed annually) |
| Billing | Annual upfront, no refunds | Monthly or annual (annual saves 20%) | Monthly or annual, no user minimum |
| Implementation fee | Free self-serve, or paid from $999 | $199 self-guided; guided quoted | None |
| E-signatures | Unlimited | Unlimited | Unlimited standalone signing |
| Proposals and engagement letters | Included | Per-client credits, 5 free | Built in |
| Tax organizers | Organizers | Smart Intake (credit-based) | 1040, 1120-S, 1065, 1120, 1041 included |
| IRS transcripts and resolution | Transcripts on Pro | Tax Resolution add-on | No |
| Client app | Yes | Yes | Browser portal |
| AI | Document tagging; agent announced | Coworker (invitation-only), Notetaker | Tidyflow Agent on every plan |
| Free trial | Demo | Arranged through sales | 14 days, no credit card |
Best for: Growing accounting firms that want to run client work in one place, with monthly billing and setup in about a day. See the full Tidyflow vs TaxDome and Tidyflow vs Canopy comparisons, Karbon vs TaxDome and Karbon vs Canopy, or the wider TaxDome alternatives and Canopy alternatives roundups.
Try Tidyflow free. No credit card required.
Frequently asked questions
Is TaxDome or Canopy cheaper?
For a 5-person firm, TaxDome Pro costs $5,000 a year, paid upfront on a one-year term, and Canopy Standard costs $4,440 a year on annual billing or $5,580 on monthly billing. Adding Canopy’s Tax Resolution add-on brings Canopy Standard to $7,440. Prices were checked on each vendor’s site in September 2026.
Does TaxDome or Canopy offer monthly billing?
Canopy does: Standard is $93 per user a month billed monthly, or $74 billed annually. TaxDome is priced per seat per year and billed upfront, and its refund policy says it does not give refunds.
Which is better for IRS transcripts and tax resolution?
Both handle IRS transcripts. TaxDome’s Pro and Business plans include an IRS integration that downloads transcripts to client accounts. Canopy’s Tax Resolution add-on, at $50 per user a month, goes further, with up to 20 years of transcripts, notice tracking and more than 200 federal and state forms.
Do TaxDome and Canopy include e-signatures?
Yes. Both include unlimited e-signatures. Canopy charges $1.25 per signer for identity checks (KBA).
Do TaxDome and Canopy have AI features?
Yes. As of September 2026, TaxDome AI renames and tags uploaded documents, and TaxDome has announced an AI agent and Claude and ChatGPT connectors for fall 2026. Canopy says its Coworker is invitation-only for now, and its Notetaker turns meetings into summaries and tasks.
Which has the better client app, TaxDome or Canopy?
Both client apps are rated 4.9 on the US App Store, TaxDome’s from more than 40,000 ratings and Canopy’s from more than 23,000. TaxDome’s Business plan adds Client Care, where TaxDome’s support team answers your clients’ questions about the platform.
Sources
Checked on 24 September 2026:
- TaxDome: pricing (one-year tab), refund policy, TaxDome AI, onboarding
- Canopy: pricing (annual and monthly), client portal, KBA credits, client credits, Coworker, security
- App Store ratings: TaxDome client app, Canopy client app
