Canopy vs Lacerte Tax: what each really costs
Team size
Billing
Canopy
No plan for this billing option
No paid plan to compare for this billing option.
Lacerte Tax
Pay-per-return (annual license) plan
$599
a year for 10 people · $49.92 a month
| 10 people | Canopy | Lacerte Tax |
|---|---|---|
| Entry paid plan | No plan for this billing option | Pay-per-return (annual license) |
| Vendor price | $599 per year, plus per-return fees | |
| Monthly cost | $49.92 | |
| Annual cost | $599 | |
| Per user / year | $59.90 | |
| Billing commitment | Not recorded | Not recorded |
| Minimum seats | None stated | None stated |
| Free plan | No free plan listed | No free plan listed |
| Free trial | Not stated | Not stated |
Calculated by SpecEntry from official vendor prices. Taxes and optional add-ons are not included. Open each product page for every plan and the official source.
Canopy vs Lacerte Tax: features
Key features as each vendor lists them. A feature missing from a list does not mean the product lacks it.
Canopy
- Single-login practice hubManage clients, documents, billing, intake and communication from one login.
- Automated task handoffsTriggers handoffs and task reassignments when a project status changes.
- AI email draftingDrafts context-aware client emails and messages inside your inbox.
- AI history summariesSummarizes client histories and conversation threads into internal notes.
- AI review queueStaff can review and approve AI-drafted items before they execute.
- Smart document requestsFinds missing information from prior-year work and suggests request lists.
- Document auto-matchingUploaded documents are matched to the correct engagement.
- Time to invoiceLogged time flows directly into the invoice.
Source:getcanopy.com ·
Lacerte Tax
- Automated diagnosticsOver 25,000 automated diagnostics and 7,200 tax forms.
- Document data extractionScan or upload W-2s, 1099s and K-1s and map data to fields.
- Tax planning from QuickBooksUse QuickBooks data to advise clients year-round.
- Intuit SignSend, track and manage digital signatures.
- Remote accessRemote access and real-time collaboration on any device.
- Bulk partner emailsSend secure email links to all partners at once.
Canopy vs Lacerte Tax pricing questions
How much do Canopy and Lacerte Tax cost?
Canopy paid plans start at $74 user/month, billed annually (Standard). Lacerte Tax paid plans start at $599 per year, plus per-return fees (Pay-per-return (annual license)).
Is Canopy or Lacerte Tax cheaper for 5 users?
Lacerte Tax is cheaper for 5 users: $599 per year on Pay-per-return (annual license), against $4,440 per year for Canopy on Standard. That is $3,841 less per year, before tax.
Is Canopy or Lacerte Tax cheaper for 10 users?
Lacerte Tax is cheaper for 10 users: $599 per year on Pay-per-return (annual license), against $8,880 per year for Canopy on Standard. That is $8,281 less per year, before tax.
Is Canopy or Lacerte Tax cheaper for 25 users?
Lacerte Tax is cheaper for 25 users: $599 per year on Pay-per-return (annual license), against $22,200 per year for Canopy on Standard. That is $21,601 less per year, before tax.