Comparison

TaxDome vs Canopy

TaxDome and Canopy both land on Depends.

TaxDome

Depends

Confidence: High

Buy it if you run a growing tax or accounting firm that wants client portal, workflow, and e-sign in one platform.

Depends

Confidence: Medium

A solid, well-funded all-in-one for accounting and tax firms that want CRM, workflow, portal, and billing in one system.

TaxDome versus Canopy
Compare	TaxDome	Canopy
Verdict	Depends	Depends
Best for	Multi-staff tax and accounting firms	Accounting and tax firms
Who it's not for	Solo preparers who just track clients and deadlines	Solo bookkeepers needing simple billing only
Privacy	Vendor claims SOC 2-certified infrastructure; a January 2025 unauthorized data-release incident was disclosed, reported as exposing no sensitive data.^⁸	No known public vulnerabilities found in the sources reviewed.¹³
Support quality	No support evidence in sources	No reliable support evidence found
Public sentiment	Ratings are strongly positive, with recurring complaints about price increases and setup time.^³	Directory ratings hover around 4.5/5, while r/taxpros threads show firms actively weighing Canopy against TaxDome, Qount, and Karbon.
Biggest gotcha	$950/user/year on a two-year commitment cited; verify current pricing before signing.^²	Six plans plus add-ons; expect a sales call to learn your actual cost¹⁶