Zoho RPA
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Tax Resolution Analytics
- Collection Solution
- Resolution Service Assistants
- IRS Form Tools
- Collaborative Client Portal
- Data Intake Survey
- Contact Management
- Document Management
- Transcripts Delivery and Analytics
- Workflow
- Email Integration
- Letter Generator with E-Signature
- Billing and Invoicing
Pricing Info
Pricing Info
Canopy offers three SMB and enterprise pricing plans for users to choose from; all based on the number of users per month or per year. Give the details a look, and choose the best plan for your group or organization:
Free Transcripts
- $0/user forever
- Retrieve IRS Transcripts and Reports in as little as 2 minutes.
Practice Management
- $85/user/mo.
- $800/user/yr.
- Efficiently manage clients, files, workflow, and more in one collaborative place.
Tax Resolution
- $125/user/mo.
- $1,200/user/yr.
- Everything you need to complete Tax Resolution services in half the time.
Integrations
Integrations
Canopy supports email integration, and works seamlessly with Google Plus.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Richard Dewey, Tax Manager; Northwest Tax Associates, Nobles Bookkeeping
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A tax resolution and practice management software for tax professionals, accountants, and tax lawyers; which offers text resolution and collections analytics.
Company Email
info@canopytax.com
Contact No.
Company's Address
3401 North Thanksgiving Way #200
Lehi, UT 84043
USA
Canopy Comparisons
Popular Canopy Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Drag-and-drop visual workflow builder
- Automation for both web and Windows desktop applications
- Excel data manipulation and automation
- File and folder operations (copy, move, rename, etc.)
- Custom scripting using Deluge
- Conditional logic and flow control
- Error handling and retry mechanisms
- Detailed execution logs and audit trails
- Trigger-based automation
- Cloud-based bot management
Pricing Info
Zoho RPA offers two pricing plans tailored to different automation needs. Here’s a breakdown:
Free Plan
- Price: $0/month
- RPA Flow Executions: 3 per month
- Active RPA Flows: 1
- History Retention: 30 days
- Features:
- Windows automation
- Web automation
- MS Excel automation
- Files and folders automation
- Schedule and webhook triggers
- Drag-and-drop builder
- Basic logic utilities (e.g., decision, delay, set variable)
Standard Plan
- Price: $49/month (monthly billing) or $44/month (annual billing)
- RPA Flow Executions: 500 per month
- Active RPA Flows: Unlimited
- History Retention: 90 days
- Additional Features:
- All features from the Free Plan
- Additional triggers (hotkey, file/folder events, Windows process)
- Advanced builder tools (undo/redo, drafts, versioning)
- Custom functions
- DevOps capabilities (manual/auto rerun)
- Audit trail and flow restoration
- Enhanced security (encryption at rest, GDPR compliance, MFA)
Add-Ons
If you require more than 500 executions per month, Zoho offers additional execution packs:
- 100 executions/month
- 500 executions/month
- 1000 executions/month
These add-ons can be purchased based on your specific needs.
Cloud App Integrations
To automate tasks across over 900 cloud applications, Zoho RPA integrates with Zoho Flow. Please note that a separate Zoho Flow subscription is required, and actions performed through Zoho Flow count against its limits, not Zoho RPA’s.
Integrations
- 900+ Cloud Applications: Zoho RPA provides pre-built tasks for over 900 cloud apps, enabling immediate automation without extensive development.
- Legacy and Desktop Applications: The platform can automate tasks in legacy systems and desktop applications, even those without APIs, by mimicking user interactions.
- Web Applications: Zoho RPA supports automation across various web platforms and browsers, including Chrome, Firefox, Edge, and Zoho’s own Ulaa browser.
- Windows Applications: It interacts with Windows-based applications, automating repetitive tasks to streamline business processes.
- Excel Automation: Zoho RPA can automate tasks in Microsoft Excel, such as data entry, report generation, and data manipulation.
- Files and Folders: The platform automates file management tasks, including renaming, copying, moving, and organizing files and folders.
- Custom Functions: For scenarios where out-of-the-box integrations fall short, Zoho RPA provides the flexibility to create custom automation logic through custom functions using Deluge.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-based platform that helps businesses automate repetitive, rule-based tasks across web, desktop, and legacy applications
Company Email
peterbalaji@zohocorp.com
Company's Address
979 Springdale Rd,
Suite 123, Austin,TX 78702
Zoho RPA Comparisons
Popular Zoho RPA Alternatives
The solutions examined on this page are merely a small sample of our full Business Process Management Software category and you should remember that there could be better services available. If you want to ensure you make the best possible choice for your company we strongly encourage you to compare more apps first. It may also be a good idea to consult our top 10 Business Process Management Software list to see which software are now the highest-ranking ones and leaders in the market.
Page last modified