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Canopy Practice Management vs. Taxaroo

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Canopy Practice Management

    Score10 out of 10
    N/ACanopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.N/A

    Taxaroo

    N/A
    Small Businesses (1-50 employees)
    Taxaroo is a cloud-based tax practice management tool designed to enable tax professionals to spend more time providing value-add guidance to their clients, and less time collecting information, doing follow ups, and managing endless bits of workflow. It also aims to provide clients have a simple clean experience working with their tax preparers in a secure virtual environment.

    $99

    per month For first two users

    Pricing
    Canopy Practice ManagementTaxaroo
    Editions & Modules
    No answers on this topic
    Monthly
    $99
    per month includes two team members
    Yearly
    $990
    per year includes two team members
    Offerings
    Pricing Offerings
    Canopy Practice ManagementTaxaroo
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Canopy Practice ManagementTaxaroo
    Likelihood to Recommend
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Canopy Practice ManagementTaxaroo
    Pros
    Canopy, Inc.
    • Client information management
    • Task tracking
    • Time Tracking
    Incentivized
    Read full review
    Taxaroo
    No answers on this topic
    Cons
    Canopy, Inc.
    • I wish Contact information could contain active hyperlinks
    • I wish reports could be generated based on TAGS
    • I wish contact lists could be generated based on filters
    Incentivized
    Read full review
    Taxaroo
    No answers on this topic
    Alternatives Considered
    Canopy, Inc.
    LIGHT YEARS ahead of PCS. We hated it
    Incentivized
    Read full review
    Taxaroo
    No answers on this topic
    Return on Investment
    Canopy, Inc.
    • Big impact on profitability based on the ability to set budgets and track time
    Incentivized
    Read full review
    Taxaroo
    No answers on this topic
    ScreenShots