FreshBooks vs Lacerte Tax Software

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

FreshBooks offers more features (46 vs 14) and more integrations (28 vs 2). Starting price: FreshBooks at $15/mo vs Lacerte Tax Software at Contact Sales. FreshBooks has 46 unique features while Lacerte Tax Software has 14 unique features, with 0 features in common.

FreshBooksLacerte Tax Software
CategoryAccounting SoftwareAccounting Software
Total Features4614
AI-Powered Features41
Starting Price$15/moContact Sales
Pricing Tiers33
Integrations282
Shared Features0
Shared Integrations0
Data Quality73%50%

Feature Comparison by Category

Analytics (1 vs 0)

FeatureFreshBooksLacerte Tax Software
AI Invoice Insights

Automation (0 vs 1)

FeatureFreshBooksLacerte Tax Software
Automated K-1 Delivery

Banking (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Bank Connections

Billing (15 vs 0)

FeatureFreshBooksLacerte Tax Software
Automated Reminders
Automatic Invoice Numbering
Bulk Invoice Actions
Estimate Management
Invoice Payment Tracking
Invoice Reminders
Invoice Scheduling
Invoice Status Tracking
Invoice Templates
Invoice Templates Library
Invoicing
Late Payment Tracking
Multi-Currency Support
Recurring Invoices
Retainer Billing

CRM (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Client Management

Calculation (0 vs 1)

FeatureFreshBooksLacerte Tax Software
Complex Calculations

Client Management (2 vs 1)

FeatureFreshBooksLacerte Tax Software
Client Portal
Customer Portal
Intuit Link Client Portal

Cloud Hosting (0 vs 1)

FeatureFreshBooksLacerte Tax Software
Hosting Services

Collaboration (1 vs 2)

FeatureFreshBooksLacerte Tax Software
Multiple Preparer Support
Remote Collaboration
Team Members

Data Management (2 vs 0)

FeatureFreshBooksLacerte Tax Software
Automatic Backup
Data Export

Document Management (0 vs 1)

FeatureFreshBooksLacerte Tax Software
Document Management System

Email (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Email Receipt

Expense Management (6 vs 0)

FeatureFreshBooksLacerte Tax Software
Billable Expenses
Expense Automation
Expense Categories
Expense Receipt Scanning
Expense Tracking
Mileage Tracking

Integration (0 vs 1)

FeatureFreshBooksLacerte Tax Software
QuickBooks Online Accountant Integration

Licensing (0 vs 1)

FeatureFreshBooksLacerte Tax Software
FastPath License

Mobility (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Mobile App

Notifications (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Smart Notifications

Onboarding (0 vs 1)

FeatureFreshBooksLacerte Tax Software
Easy Start Onboarding

Payments (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Online Payments

Project Management (3 vs 0)

FeatureFreshBooksLacerte Tax Software
Budget Management
Project Management
Project-Based Budgeting

Reporting (4 vs 0)

FeatureFreshBooksLacerte Tax Software
Customizable Reports
Financial Reports
Profit & Loss Dashboard
Tax Reports

Sales (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Proposal Creation

Security (2 vs 0)

FeatureFreshBooksLacerte Tax Software
Role-Based Access Control
Two-Factor Authentication

Signing (0 vs 1)

FeatureFreshBooksLacerte Tax Software
eSignature

Support & Resources (0 vs 1)

FeatureFreshBooksLacerte Tax Software
Tax Resources Library

Tax Planning (0 vs 2)

FeatureFreshBooksLacerte Tax Software
Intuit Tax Advisor
Tax Planner and Analyzer

Time Management (2 vs 0)

FeatureFreshBooksLacerte Tax Software
Overtime Tracking
Time Tracking

Vendor Management (1 vs 0)

FeatureFreshBooksLacerte Tax Software
Vendor Management

Unique Features

Only in FreshBooks (46)

AI Invoice Insights
Bank Connections
Automated Reminders
Automatic Invoice Numbering
Bulk Invoice Actions
Estimate Management
Invoice Payment Tracking
Invoice Reminders
Invoice Scheduling
Invoice Status Tracking
Invoice Templates
Invoice Templates Library
Invoicing
Late Payment Tracking
Multi-Currency Support
Recurring Invoices
Retainer Billing
Client Portal
Customer Portal
Team Members

+ 26 more unique features

Only in Lacerte Tax Software (14)

Automated K-1 Delivery
Complex Calculations
Intuit Link Client Portal
Hosting Services
Multiple Preparer Support
Remote Collaboration
Document Management System
QuickBooks Online Accountant Integration
FastPath License
Easy Start Onboarding
eSignature
Tax Resources Library
Intuit Tax Advisor
Tax Planner and Analyzer

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