Communication
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10 Years + Tens of Thousands of Tax Pros = One Simple Tool That Just Works
I poured a decades worth of experience into one easy platform that helps you make more money in English y en español.
It’s the first bilingual workspace made for tax pros. Marketing and back office together in one place.
Click the button below to learn more and have someone from Conecta reach out to get to know each other and see if we could help you grow.
Does This Sound Familiar?
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You juggle papers, spreadsheets, phone calls, and too many apps. You still miss messages.
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You text from your cell, call from the office phone, email from Outlook or Gmail, and answer Facebook and WhatsApp. It’s chaos.
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Important client requests fall through the cracks. New leads don't get a reply. Documents take forever to send and come back.
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Your clients want to hear from you. You've built relationships with them. But it's hard because of all the little things that pile up.
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It's stressful. It costs you business.
Meet Conecta: Your Growth Hub
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.
What's Included
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.
CRM
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.
Client Portal
A branded, 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.
Marketing & Growth
Launch lead forms and full websites. Everything is mobile‑ready. Built‑in SEO checks, QR codes, and referral tracking turn clicks into clients.
Workflows
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.
Payments
Get paid faster with branded invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
Conecta’s bilingual AI writes the content for you across the app.
Marketing messages, subject lines, replies, workflow steps, and task checklists. While automations run, Conecta watches results and suggests the next best action.
Marketing & Growth
AI drafts campaigns in English or Spanish, tests better subject lines, and learns what works.
Lead Capture, Qualification & Routing
AI scores new leads, labels them (Tax Prep, Bookkeeping, ITIN), and suggests the right staff or location.
Document Intake & Preparation
AI auto‑labels uploads, flags what’s missing, and predicts form fields.
Workflow & Ops Automation
Turn client messages into task checklists. Get template suggestions. Let AI update records, draft replies, and handle repetitive steps.
Why I Built Conecta
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.
Join now and lock your price for life. You also get unlimited users during Early Access.
Here's how Early Access Pricing compares to future pricing:
| Plan | Monthly (Early Access) | Monthly (Retail) | Annual (Early Access) | Annual (Retail) |
|---|---|---|---|---|
| Basic | $49/mo | $69/mo | $499/yr | $699/yr |
| Plus | $69/mo | $79/mo | $699/yr | $799/yr |
| Pro | $99/mo | $139/mo | $999/yr | $1399/yr |
Early Access perks:
- Unlimited team members included now (later plans may charge per user).
- Custom Website add‑on up to 60% off (free in the top plan).
- AI Everywhere included in the top plan and discounted in others.
- Onboarding & support so you start strong.
How Conecta Compares
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 | Interna(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 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.
See Conecta in Action
This demo is the real bilingual, AI‑powered Conecta focused on setting up this year's Tax School. No credit card required. Launch it and the assistant will guide you step‑by‑step.
Why join today?
- Lock in Early Access Pricing for life.
- Keep unlimited users during Early Access.
- Get VIP onboarding and a head start before tax season.
- Help shape the roadmap with your feedback.
White-Label Conecta: Your Brand, Our Platform
Scale faster. Stay trusted. Grow your network.
Your Branding
Put your logo, colors, and domain on Conecta.
Powerful Dashboards
Give tax pros multi-office dashboards & workflows under your brand.
Bilingual Ready
You keep the relationship; we handle the tech in English y Español.
Wholesale Pricing
Access partner-level wholesale rates so you can scale profitably.
Built by a Tax Industry Insider
I spent a decade helping tens of thousands of tax pros grow their businesses. Along the way, I learned community and education from Carlos C. Lopez, EA (Latino Tax Pro), who built the first Spanish-speaking tax association in the U.S., invited directly by the IRS. I learned scale and systems from John Hewitt (Jackson Hewitt & Liberty Tax), the only founder to independently build some of the industry’s biggest names.
Out of that experience and frustration with existing tools, I built Conecta alone in my small apartment, working day and night with no sleep and no meals, just pure focus. The result is the first bilingual, AI-powered platform made for tax professionals that has everything they need to grow.
I'm currently seeking strategic partners and investors. Click below to learn more.
Frequently Asked Questions
What is Conecta, in one line?
Conecta is a bilingual, AI‑powered growth platform for tax pros. It unifies CRM, communications (text, email, WhatsApp, portal), workflows (no‑code triggers, tasks, reminders), payments, and multi‑office dashboards.
Is it hard to learn or set up?
No. If you can use a smartphone, you can use Conecta. We help you onboard, and you can import clients from CSV/Excel.
How is this different from other tools?
Other tools are not built for tax pros or for bilingual work. Conecta is communication‑first and growth‑first, with native SMS/WhatsApp + email, EN/ES everywhere, and tax‑specific stages and templates. No per‑user fees for early access users.
What's the catch with Early Access Pricing?
There isn’t one. The table shows your locked‑in discount and unlimited users during Early Access. No long‑term contracts. Cancel any time. Keep your lower rate for life.
Can Conecta handle multiple offices and teams?
Yes. Roles and permissions, shared templates, per‑office branding, and roll‑up reporting are built in. Switch between locations or view them all from one dashboard.
Does the AI write content for me?
Yes. Conecta’s bilingual AI drafts marketing messages, subject lines, replies, workflow steps, and task lists across the app. You review and approve. While automations run, it analyzes results and suggests what to do next.
What does the Live Demo cover?
It helps you set up your Tax School with dates, sessions, messages (EN/ES), and follow‑ups—so you start strong. A successful Tax School leads to a successful tax season.
How do payments, the portal, and security work?
Clients can pay in the portal using branded pay links and invoices. You can see balances at a glance. Security includes short‑lived tokens, encryption in transit and at rest, and per‑office data isolation, plus consent logging for messaging compliance.