Canopy vs ProSeries Tax: what each really costs
Team size
Billing
Canopy
No plan for this billing option
No paid plan to compare for this billing option.
ProSeries Tax
Professional Pay-per-return plan
$539
a year for 10 people · $44.92 a month
| 10 people | Canopy | ProSeries Tax |
|---|---|---|
| Entry paid plan | No plan for this billing option | Professional Pay-per-return |
| Vendor price | $539 per year, plus per-return fees | |
| Monthly cost | $44.92 | |
| Annual cost | $539 | |
| Per user / year | $53.90 | |
| 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 ProSeries 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 ·
ProSeries Tax
- Payroll tax formsGenerate unlimited W-2s, 1099s and payroll tax forms.
- Asset depreciationTrack assets and depreciation.
- Encrypted client portalCollect and manage tax documents through an encrypted online portal.
- E-signatures with KBASend, sign and verify client documents with digital signatures and KBA.
- Cloud hosting optionRun ProSeries in the cloud with built-in security and automatic backups.
Canopy vs ProSeries Tax pricing questions
How much do Canopy and ProSeries Tax cost?
Canopy paid plans start at $74 user/month, billed annually (Standard). ProSeries Tax paid plans start at $539 per year, plus per-return fees (Professional Pay-per-return).
Is Canopy or ProSeries Tax cheaper for 5 users?
ProSeries Tax is cheaper for 5 users: $539 per year on Professional Pay-per-return, against $4,440 per year for Canopy on Standard. That is $3,901 less per year, before tax.
Is Canopy or ProSeries Tax cheaper for 10 users?
ProSeries Tax is cheaper for 10 users: $539 per year on Professional Pay-per-return, against $8,880 per year for Canopy on Standard. That is $8,341 less per year, before tax.
Is Canopy or ProSeries Tax cheaper for 25 users?
ProSeries Tax is cheaper for 25 users: $539 per year on Professional Pay-per-return, against $22,200 per year for Canopy on Standard. That is $21,661 less per year, before tax.