TaxDome vs Canopy (2026): Which Is Better for Your Firm?

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 a year upfront, priced by client count rather than team size. 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 has one plan priced by active clients, from $1,500 a year for up to 150 clients with 20 seats included; 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, and TaxDome’s pricing again on 3 November 2026. The sources are at the end. We make Tidyflow, which is covered separately after the comparison.

TaxDome vs Canopy at a glance

TaxDome vs Canopy: pricing (2026)

TaxDome, one plan priced by active clients, billed annually and paid upfront (checked November 2026):

• The minimum is 150 active clients for $1,500 a year, and it applies even with fewer than 150 clients
• Each client beyond 150 is priced in volume bands, from $15 down to $5. TaxDome’s examples: 400 active clients cost $4,125 a year, 1,000 cost $9,000 and 3,000 cost $16,500
• An active client is any client with activity in the past 12 months, such as logging in, uploading, messaging or receiving an invoice. Each client account counts separately
• 20 seats are included, with no per-seat fees. More than 20 seats or 3,000 clients needs custom pricing
• There is no monthly billing and no multi-year plan
• Add-ons: AI $200 a month, Managed Client Care $100 a month, premium support $249 a month, and a white-labeled mobile app on quote
• Existing customers keep their current plan until their first renewal on or after 1 January. If you plan to move before then, the TaxDome migration checklist lists every export to take with you

Canopy, per user per month (checked September 2026):

• 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. Canopy charges per user. TaxDome charges by active clients, so its price for a 5-person firm depends on how many clients the firm serves, and stays the same for any team of up to 20.

TaxDome vs Canopy: costs and terms to check

TaxDome

• The plan is paid a year upfront, and TaxDome’s refund policy says it doesn’t give refunds or credits.
• The price follows your active client count, not your team size. A client counts if they logged in, uploaded, messaged or received an invoice in the past 12 months, and each client account counts separately.
• 20 seats are included. More than 20 seats, or more than 3,000 clients, needs a custom quote.
• AI is a $200-a-month add-on. A white-labeled mobile app is priced on quote. Self-serve onboarding is free, and paid onboarding starts at $999.

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 Managed Client Care add-on, at $100 a month, has TaxDome’s support team answer your clients’ questions. TaxDome offers a custom firm URL and branded emails, and a white-labeled mobile app is priced on quote.

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 plan includes 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: AI is a $200-a-month add-on covering document organization, AI tax return delivery, and MCP and API access. TaxDome has also announced its Atlas agent.
• 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 the plan, without per-client credits
• You need IRS transcript downloads but not a full resolution toolkit
• Your team is large relative to your client count, since TaxDome charges by active clients rather than seats
• You’re comfortable paying a year 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: How many of our clients will count as active? What happens if we need to leave early? Which add-ons would we need, and what does the white-labeled app cost?
• 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; if resolution work is central, Canopy is the right call. Its iOS and Android apps serve both your team and your clients, and client chat is due in November 2026. If you’re leaving TaxDome, see which TaxDome features Tidyflow has, which are coming and which are missing, and TaxDome’s new pricing explained for what your renewal will cost.

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, the wider TaxDome alternatives and Canopy alternatives roundups, or the practice management software guide.

Try Tidyflow free. No credit card required.

Frequently asked questions

Is TaxDome or Canopy cheaper?

It depends on your client count. TaxDome charges by active clients, not users: $1,500 a year for up to 150 active clients and $4,125 for 400, paid upfront, with up to 20 seats included. For a 5-person firm, Canopy Standard costs $4,440 a year on annual billing or $5,580 on monthly billing, and adding Canopy’s Tax Resolution add-on brings it to $7,440. Canopy prices were checked in September 2026 and TaxDome prices in November 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 billed annually and paid upfront, with no monthly billing, 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 plan includes 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. TaxDome sells AI as a $200-a-month add-on covering document organization, AI tax return delivery, and MCP and API access. As of September 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 Managed Client Care add-on, at $100 a month, has TaxDome’s support team answer your clients’ questions about the platform.

Sources

Checked on 24 September 2026, except TaxDome pricing, checked on 3 November 2026:

• TaxDome: pricing, 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