Canopy vs OLT (OnLine Taxes): what each really costs
Team size
Billing
Canopy
No plan for this billing option
No paid plan to compare for this billing option.
OLT (OnLine Taxes)
No plan for this billing option
No paid plan to compare for this billing option.
| 10 people | Canopy | OLT (OnLine Taxes) |
|---|---|---|
| Entry paid plan | No plan for this billing option | No plan for this billing option |
| Vendor price | ||
| Monthly cost | ||
| Annual cost | ||
| Per user / year | ||
| Billing commitment | Not recorded | Not recorded |
| Minimum seats | None stated | None stated |
| Free plan | No free plan listed | Yes |
| 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 OLT (OnLine Taxes): 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 ·
OLT (OnLine Taxes)
- Federal and state e-fileE-files federal and state returns directly to the IRS.
- Homeowner deductionsClaims mortgage interest, property taxes and other homeowner deductions.
- Investment income reportingReports stock sales, crypto transactions, dividends and capital gains.
- Rental property incomeReports rental income, depreciation and property expenses.
- Retirement incomeHandles Social Security, pensions, 401(k) and IRA distributions.
- Prior-year return importImports previously filed OLT returns for year-over-year comparison.
- W-2 and 1099 uploadUpload a PDF or phone photo of W-2 and 1099 forms.
Source:olt.com ·
Canopy vs OLT (OnLine Taxes) pricing questions
How much do Canopy and OLT (OnLine Taxes) cost?
Canopy paid plans start at $74 user/month, billed annually (Standard). OLT (OnLine Taxes) paid plans start at $7.95 federal return (Premium Edition).
Do Canopy and OLT (OnLine Taxes) have a free plan?
OLT (OnLine Taxes) lists a free plan; Canopy does not list one on its official pricing.