“What a CRA-compliant receipt solution should look like”
– Rick Dolishny, Salesforce & IT Administrator, JA Canada
We help you take the stress out of tax receipts so you can stay focused on your big mission and the work that truly matters.
Dryad Receipting for Salesforce has you fully covered with high-level functionality, usability, and support.
Easy automation – no user manual required
Ditch the clunky processes, steep learning curve, and expensive maintenance.
Dryad Receipting is designed with a focus on UX principles that make it simple for anyone on your team to use.
With unlimited users included in every plan, plus personalized permission settings, you’ll have the flexibility you need to:
Lower operational costs- Reduce training time
- Simplify your entire receipting process
Handle single and bulk receipts from start to finish
With our powerful and user-friendly software, you can quickly and easily generate a single receipt for any eligible opportunity or recurring donation.
Want to create multiple tax receipts in one batch? With our app, you can generate tax receipt data and related .pdf for thousands of donations with just a few clicks.
You’ll be able to:
- Save hours with automation
- Control your receipting process in-house
- Handle individual or large volumes of receipts
Rest assured your data is secure
We prioritize security so your organization’s and donors’ sensitive information stays safe.
Our app is Salesforce native* – meaning the functions of Dryad Receipting happens inside of Salesforce. We also passed the Salesforce Security Review so you can feel confident your data is secure.
- Secure in Salesforce
- Data stays within Canada
- Your donors’ safety and privacy come first
* Premium edition includes one feature not Salesforce native. See FAQs for details.
Full-service installation & dedicated support
Dryad Receipting is already easy to use. Our team is here to make it even easier.
We start things off with a done-for-you installation of the app to make sure it’s fully functional, along with live training to get your team up to speed.
You’ll also be able to reach out 24/7 for support via email with any questions or issues that come up along the way.
- Done-for-you installation process
- Testing and training to make sure the app is operational
- Fast bug fixes and continuous support when you need it
Even more features to take the stress out of Salesforce tax receipts
CRA Compliant
Our app follows all CRA regulations and stays up to date with any changes, so you can feel confident that you’re covered.
Custom Templates
Create custom receipts using HTML syntax and Salesforce merge fields.
Plus add images and custom styles to ensure receipts match your brand.
Auto Advantage Calculation
Our system easily tracks and manages thank you gifts or “advantages” so donors automatically receive a tax receipt for the eligible portion of their donation.
Void & Replace Receipts
Void and reissue receipts with a couple of clicks. Our application automatically links the replacement receipt to the original, so you can easily keep track of the receipt history.
Bilingual – English & French
Our app supports English and French, both for users working in Salesforce and for donors and their tax receipts.
We’re the only fully bilingual app of our kind!
Batch Logs
Rather than waiting for big actions to complete, they can run asynchronously while you move onto the next task.
The batch log shows the status for each task, so you don’t have to waste time waiting.
Email Receipts from Salesforce
Email tax receipts to donors with a single click, either individually or in a batch.
If you email receipts from Marketing Cloud, Marketing Cloud Account Engagement (Pardot) or any other SMTP provider, hooks allow you to mark the receipts as emailed.
Multiple Charity Registration Numbers
(Premium edition only)
We support an unlimited number of sub-charities (federated charity model), each with their own CRA registration #, mailing address, email template, receipt template, organization logo, signature, and sender email address.
Merge Receipts
(Premium edition only)
Need to mail hard copies of receipts?
No more navigating thousands of receipt records or printing related .pdfs one by one.
Instead, click a button and merge hundreds of receipt .pdfs into a single file to print them all at once. There’s no limit on how many .pdfs you can merge per month.
Want a feature not yet included in the app?
Your subscription includes all future updates and additions!
Let us know your ideas, and we’ll work to bring your requests to future versions of Dryad Receipting.
Dryad Receipting for Salesforce is the missing piece to help your non-profit…
| From this... | To this... | |
|---|---|---|
| Wasting time with manual processes, spreadsheets, and apps that only handle part of the receipting process. |  | Streamlining tax receipt creation and sending with a fully automated solution that frees up time for everyone. |
| Struggling to keep up with CRA rules and regulations so you don’t get fined for non-compliance. | | Using customizable, CRA-compliant receipt templates so you know you’re following the rules. |
| Investing loads of resources into building and maintaining your own app or outsourcing to an agency. | | Having a turn-key app installed, tested, and implemented, giving you control of your process in-house, without the cost of maintenance or outsourcing. |
| Fumbling with complex apps that require tons of special training and a dedicated team to operate. | | Making the receipt process simple and easy for anyone in your organization to use, with unlimited users and simple permission settings. |
| Overwhelming tax seasons that have everyone frustrated and dreading the scramble to issue donor receipts. | | A lot less stress come tax time - knowing that you can generate and send tax receipts with just a few clicks. |
Used and loved by clients like
Take a quick tour to see inside the app
Sample receipt record
Dryad has partnered with iATS Payments by Deluxe. iATS Payments is a leading provider of payment processing solutions for nonprofit organizations.
By integrating Brickwork by iATS Payments and Dryad Receipting, organizations can save time through automation, enhance donor experiences, and streamline operations within their Salesforce environments.
Watch the webinar recording below, which has timestamps.
Pay-as-you-grow with simple pricing based on your nonprofit’s yearly revenue
* in USD, billed annually
One-Time Installation Fee
$2500 USD
We ensure the Dryad Receipting app is properly installed, thoroughly tested, and fully operating in your organization with our customized done-for-you installation service.
Your complete installation includes:
- Individual and fully customized onboarding
- App installation in a sandbox
- Setup using your specific org details (CRA #, receipt #, etc.)
- Testing in the sandbox to ensure functionality
- Deployment to production
- Live training for your team
You’ll be set up and fully operational in as little as one week.**
** We’ll move as quickly as your organization can provide the information, access, and review required for installation.
The Dryad Receipting Guarantee
We’re 100% confident that Dryad Receipting for Salesforce is the best tax receipt solution available for Canadian non-profits.
Once we install the app, we guarantee that your organization will be able to create and issue CRA compliant receipts – or we’ll refund your money.
“What a CRA compliant receipt solution should look like.
We are a Canadian non-profit running in a federated model over many charters, so the tax solutions we had up until now involved many disconnected spreadsheets across multiple physical locations.
When we moved to Salesforce we hoped this would be solved out of the box, but the Salesforce solution was no better.
We’re so happy to have found Dryad and this tax receipt solution.
Alex has been wonderful and empathetic to our unique needs, and we’re happy to be among the first clients to have signed up.
My hope is that there will be many more Canadian non-profits who will quickly realize the value of taking this previously tedious process out of the hands of our account managers so we can focus on our student constituents.”
– Rick Dolishny, Salesforce & IT Administrator, JA Canada
Helping Canadian nonprofits use Salesforce since 2013
I’m Alexander Lapa – founder of Dryad Receipting, proud Canadian, and a Salesforce Solution Architect for over 11 years.
I’ve worked in the nonprofit industry since day one and noticed a painful lack of good options for tax receipts – obviously an essential piece of operating a nonprofit.
Organizations are left either piecemealing together a manual process, investing massive resources in building their own apps, or outsourcing the process.
I set out to build an app with all of the features and functionality that nonprofits need to automate the tedious task of generating and sending donor tax receipts.
Dryad Receipting is the app that’s
- Easy for anyone to use with minimal training.
- Powerful enough to handle any volume.
- Customizable for the demands of any nonprofit using Salesforce.
By the way…
We’re the only tax receipting app to pass the Salesforce Security Review and listed on the Salesforce AppExchange.
That’s just one of the reasons Dryad Receipting is the best choice out there.
Here are a few more ways we outdo the competition…
| Other Platforms | Dryad Receipting | ||
|---|---|---|---|
 | Limited options and complex customization for receipt templates. | | Create templates with easy customization, unlimited images, and a completely flexible layout. |
| Complicated tech that requires someone with advanced technical skills to use. | | Easy for anyone in your organization to use with minimal training. |
| Incomplete solutions that only handle one piece of the receipting process. | | Every aspect of receipting, for organizations of any size, automated in a single app. |
| Usage-based or hidden pricing models that leave you guessing how much you’ll owe if there’s an influx of users or receipts make it confusing to understand the costs. | | Price certainty & transparent pricing tiers that scale according to your organization's size so you always know what you’ll pay upfront - no surprises or hidden charges. |
FAQ
Do you offer a free trial?
We’re the process of creating a way for you to explore the app on your own. In the meantime, you can schedule a free live demo to see the app in action and have all your questions answered.
Are there any requirements for using the app?
There are a few requirements to use the Dryad Receipting app:
- Lightning User Interface
- Salesforce Nonprofit Success Pack (NPSP)
- Account Model must be “Household Account” (which is the Salesforce NPSP default)
- Files are enabled (not the old Notes & Attachments)
How does the pricing work? Are there additional costs?
Pricing is based on the annual revenue of your organization with a monthly rate that’s billed on an annual basis (see table above for specific rates.)
There’s also a one-time set up fee of $2500 USD which includes full-service installation, testing, and training to make sure the app is successfully implemented in your organization.
You can also add an optional “white-glove” approach, which includes additional automation, multiple custom receipt templates, and additional training for a monthly fee.
Does the app have any limitations I should consider?
Salesforce limits the number of links for the .pdf files that you can create every 24 hours:
- In Production, this limit is 200,000 but can be increased to 500,000 with a support case.
- In Sandbox, this limit is 2,500 but can be increased to 500,000 with a support case.
Salesforce also limits the number of emails you can send directly from the platform to 5,000/day. If this is insufficient, you can set up your preferred mass mailing solution, such as Pardot, Marketing Cloud or 3rd party app to send the receipts.
Are both versions of the app 100% Salesforce native?
All functionality is performed in your Salesforce instance, except for the merge feature (Premium edition only.)
Since Salesforce doesn’t offer a native way to merge .pdf files, a custom web service is used. This web service can merge up to 200 .pdfs into a single .pdf, making it significantly easier to print receipts. All your data remains confidential and resides in Canada.
Can I switch between the Standard and Premium editions?
Yes, you can upgrade or downgrade your plan, and the change is reflected in the next billing cycle.
If we’re both Canadian, why are prices in USD?
Salesforce AppExchange sets the standard currency as USD, and all apps follow that standard.
What kind of support do you offer?
We include 24/7 email support in your subscription.
We resolve all tickets as quickly as possible. Bug fixes will be promptly resolved, and change requests will be prioritized and scheduled for future release.
What new features will be available in the future?
We’re committed to improving and adding features to Dryad Receipting based on the needs and requests of our clients. Check back soon for news about upcoming features!
How quickly can I start using Dryad Receipting?
This ultimately depends on the complexity of your organization. We’ll install the app in a sandbox to confirm the setup and complete testing. Once approved, we’ll deploy it to production. All this can be technically done within a week.