Stop juggling spreadsheets, 5 different apps, and missed messages. Conecta brings your clients, communication, and workflows into one bilingual hub built specifically for tax professionals.
This is the moment you choose a simpler path.
Most offices get live in under 7 days and start every season more organized.
Years in Tax Industry
Tax Pros Trust Conecta
Tax Pros Helped Grow
Industry Leaders Mentored By
Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price, no nickel-and-diming.
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
This is what happens when you stop juggling tools and start growing.
Join 50+ tax pros who've already made the switch.
Conecta is more than a CRM. It connects your clients, communication, and workflows so you can grow revenue without burning out your team. Every page is bilingual. There's a translation button across the app.
Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly. SMS, Email & WhatsApp all in one bilingual hub.
A clean client list with saved views, tags, and custom fields. Filter your list and start campaigns, surveys, or retention follow‑ups in a few clicks.
A bilingual portal for messages, document uploads, e‑sign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
Capture leads with forms and landing pages. Run campaigns to turn visitors into clients. Everything works perfectly on phones and computers.
Build no‑code workflows that follow your playbook. Trigger on events (new lead, status change, payment). Auto‑create tasks, messages, and document requests. Keep single‑ or multi‑location teams in sync.
Conecta's bilingual AI drafts marketing messages, subject lines, replies, workflow steps, and task lists across the app. You review and approve. Never miss a follow-up again.
Conecta puts everything you need to find, serve, and keep clients in one place. No more duct‑taping tools. No more switching tabs all day.
Everything here works for any service you offer (tax prep, bookkeeping, payroll, ITIN, notary, and more). Every page is bilingual. There's a translation button across the app.
Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.
Tax professionals using Conecta respond to clients 3x faster and report 40% higher satisfaction scores.
Tax professionals using Conecta's CRM see 25% higher client retention and 60% faster onboarding compared to spreadsheets.
A bilingual portal for messages, document uploads, e‑sign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
Capture leads with forms and landing pages. Build automated campaign sequences with workflows, or send one-time blasts. Turn visitors into clients year-round.
Build automated campaign sequences with our visual workflow builder. Create multi-step drip campaigns that trigger automatically on events (new lead, status change, payment). Perfect for lead nurturing and automated follow-ups.
Get paid faster with invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
This is what tax pros experience when they choose Conecta.
See exactly how Conecta can transform your tax office.
Messages land in one clean inbox. Text, email, portal. Clients see a short checklist and upload from their phone. Tasks show up for your team at the right time. Invoices go out. Money comes in faster. When you need words, Conecta drafts the first pass in English or Spanish that sounds like you. You hit send and keep moving.
This is who you're joining when you choose Conecta.
See why 50+ tax pros trust Conecta to grow their practice.
Get started in four simple steps and be ready for tax season
Create your account in minutes. No credit card required. We'll guide you through the setup process.
Upload your client list, connect your email, and set up your team. We'll help you organize everything.
Create automated workflows for lead follow-up, document requests, and client communication. No coding needed.
Launch your first campaign, invite your team, and watch your practice grow with organized, automated workflows.
No hidden fees. No per-user charges. Everything included.
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
Real bilingual tax offices using Conecta to get ready for tax season.
"Conecta finally gave us one place for clients, messages, and tasks. My team isn't chasing conversations across WhatsApp, email, and Facebook anymore."
"I wanted something my Spanish-speaking team could actually use. Conecta feels like it was built for how we really run our office."
"We replaced 3 different systems with Conecta. Now my staff actually logs in every day because everything is right there."
Real feedback from our community
"This keeps getting better and better. Thank you for your hard work, it means a lot to my business 🙏"
"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."
"Esto revolucionará nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho más que la que estaba usando previamente." 🚀
Trusted By Over 50 Tax Pros
Your data is encrypted and secure with industry-standard protection.
Built by someone who's worked with thousands of tax pros
Built for speed and efficiency to help you serve more clients in less time.
Instead of spending your time in spreadsheets, you'll have time to build relationships with your clients
Bank-level security for your sensitive client information
Full English and Spanish support for all your clients.
We safeguard taxpayer data with bank-level encryption, hardened infrastructure, and compliance aligned to IRS and FTC requirements.
TLS 1.3 for every connection, AES-256 at rest, and AWS KMS-managed keys across services and backups.
Strict multi-tenant architecture with row-level scoping prevents cross-tenant access even inside the database.
Continuous telemetry, anomaly detection, and documented incident response playbooks for rapid threat response.
IRS Publication 4557 alignment verified. FTC Safeguards Rule compliance with annual risk assessments.
Written information security program (WISP), access monitoring, and incident response readiness.
Annual risk assessments, designated security lead, vendor oversight, and customer notification plans.
Identify, Protect, Detect, Respond, Recover controls mapped to our security roadmap.
Information security policies, asset inventories, and change management aligned to ISO annex controls.
Payment workflows isolated with provider tokenization and secure key handling.
Minimum necessary access, audit trails, and breach notification protocols adapted for tax data.
While you're buried in paperwork, your competitors are stealing your clients. Conecta's AI never sleeps, never forgets, and never drops the ball. It's like having a bilingual assistant who works 24/7 and gets smarter every day.
Conecta's AI handles client follow-ups in English and Spanish automatically. It learns what works and never misses a touchpoint, so you can focus on building relationships instead of chasing paperwork.
Stop letting hot leads go cold. Conecta instantly scores, labels, and routes leads to the right person, so you never miss an opportunity to convert prospects into paying clients.
No more hunting for missing documents. Conecta's AI instantly organizes everything and tells you exactly what's missing, so you can focus on tax preparation instead of document management.
Turn client messages into action items automatically. Get AI-generated replies, task lists, and follow-ups, so you can scale your practice without burning out.
Carlos C. Lopez, EA (CEO, Latino Tax Pro) taught me community and education. John Hewitt (Jackson Hewitt, Liberty Tax) showed me playbooks and scale.
One day I needed to text hundreds of leads. The tool I had used a random phone number from far away. Other tools were slow or too expensive. I wired up a few APIs, added AI, hit send, and moved on with my day.
A few days later I realized I had built my own texting tool. I kept building. That small tool became Conecta.
Here's a quick look at Conecta vs. other options:
| Practice Management Software | Generic CRMs | Conecta | |
|---|---|---|---|
| Tax‑specific | Limited | Missing/DIY | Stages, templates, portal included |
| Channels | Email/portal; texting add‑ons | Email; SMS/WhatsApp via plugins | Native email + SMS + WhatsApp |
| Bilingual | Rare | Rare | Built‑in across the app |
| Focus | Internal (tasks, documents) | Generic pipelines, email‑first | Communication & growth for tax pros |
| Complexity | High; need to buy lots of modules | High; app sprawl (5–6 tools) | So simple anyone that could read could use it |
| Pricing | Per‑user + add‑ons | Tool + plugin costs | Simple, no per‑user fees |
No other tool combines all this in one platform, with true bilingual support.
Every plan includes the full Conecta platform — clients, messaging, workflows, and support. Unlimited users included during Early Access.
For solo preparers and new offices getting organized for the next season.
For growing bilingual offices that want workflows, client portals, and campaigns in one hub.
For franchises, service bureaus, and multi-location firms that need shared views and per-office reporting.
Experience the real bilingual, AI‑powered Conecta platform focused on setting up this year's Tax School. No credit card required. Launch the demo and our AI assistant will guide you through the complete setup process step‑by‑step.
Scale faster. Stay trusted. Grow your network.
Put your logo, colors, and domain on Conecta.
Give tax pros multi-office dashboards & workflows under your brand.
You keep the relationship; we handle the tech in English y Español.
Access partner-level wholesale rates so you can scale profitably.
Short answers now. We can go deeper on a live demo.
Give your team one calm, bilingual hub for clients, communication, and workflows — so you can start the season organized instead of scrambling.