What users are saying about
16 Ratings
16 Ratings
16 Ratings
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Score 9.5 out of 100
16 Ratings
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Score 9.1 out of 100

Feature Set Ratings

  • Canopy ranks higher in 2 feature sets: Type of tax, Tax Reporting & Compliance

Type of tax

9.8

Canopy

98%
8.4

Intuit Lacerte

84%
Canopy ranks higher in 4/4 features

Sales and Use Taxes

10.0
100%
3 Ratings
8.0
80%
1 Rating

Cross-border Taxes

9.0
90%
2 Ratings
8.0
80%
1 Rating

VAT / GST Taxes

10.0
100%
2 Ratings
8.0
80%
1 Rating

Energy and Fuel Taxes

10.0
100%
3 Ratings
9.5
95%
2 Ratings

Tax Reporting & Compliance

9.4

Canopy

94%
9.1

Intuit Lacerte

91%
Intuit Lacerte ranks higher in 5/7 features

Geolocation for Tax Assessment

9.0
90%
2 Ratings
9.1
91%
2 Ratings

3rd-Party Software Integrations

9.3
93%
5 Ratings
5.7
57%
3 Ratings

Tax Data Reporting

9.5
95%
3 Ratings
10.0
100%
3 Ratings

Compliance Administration Management

9.3
93%
6 Ratings
10.0
100%
2 Ratings

Tax Exemption Processing

10.0
100%
3 Ratings
9.5
95%
3 Ratings

Tax Document Management

9.7
97%
6 Ratings
10.0
100%
1 Rating

Complex Tax Scenario Management

9.3
93%
5 Ratings
9.5
95%
2 Ratings

Attribute Ratings

  • Intuit Lacerte is rated higher in 1 area: Support Rating
  • Canopy and Intuit Lacerte are tied in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Canopy

95%
11 Ratings
9.5

Intuit Lacerte

95%
3 Ratings

Support Rating

1.0

Canopy

10%
2 Ratings
9.0

Intuit Lacerte

90%
2 Ratings

Likelihood to Recommend

Canopy, Inc.

If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
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Intuit

This software is great for a tax preparer that wants the whole package from organizers to customer returns with letters and invoices. This is the best software with everything combined together. For new tax preparers looking for expensive software and are willing to some items (invoices) organizers, scheduling) through other means, Intuit Lacerte might be too expensive. But once the practice grows the time saved having all the “bells and whistles “ is worth every penny!
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Pros

Canopy, Inc.

  • As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
  • I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
  • Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
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Intuit

  • K-1 transfer capability
  • Supports more than 5,700 tax forms - federal and all state forms
  • Year-round e-filing
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Cons

Canopy, Inc.

  • Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
  • Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
  • Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.
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Intuit

  • Technical glitches
  • Frequent software updates
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Pricing Details

Canopy

Starting Price

Editions & Modules

Canopy editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Intuit Lacerte

    Starting Price

    $0

    Editions & Modules

    Intuit Lacerte editions and modules pricing
    EditionModules
    Lacerte REP (Fast Path Only)4001
    Lacerte 200 - Federal 1040Contact for pricing2
    Lacerte Unlimited ModulesContact for pricing3

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Support Rating

    Canopy, Inc.

    We had to contact the company many times because of the problems we were encountering. They were not helpful in any way
    Read full review

    Intuit

    Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
    Read full review

    Alternatives Considered

    Canopy, Inc.

    Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
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    Intuit

    I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!
    Read full review

    Return on Investment

    Canopy, Inc.

    • We have eliminated our admin position as our tasks are more streamlined.
    • We can support a year-round client demand breaking the season-to-season cash cycle.
    • We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution.
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    Intuit

    • Able to process client requirements faster
    • Docusign feature a big plus
    • Lacerte Diamond Passport fees is highly priced at 17.5K USD + fastpath additional per user. They could consider to bring down the cost so that it works out lucratively.
    Read full review

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