app.holaconecta.com/inbox
Keep everything organized in one place: SMS, email, WhatsApp, documents, appointments, reviews, and referrals.
Years in Tax Industry
Tax Pros Trust Conecta
Tax Pros Helped Grow
Industry Leaders Mentored By
Throughout my career I've helped tens of thousands of tax pros grow their businesses. I learned scale and systems from industry leaders who built some of the biggest names in tax.
Guided by Carlos C. Lopez, EA (founder of the first Spanish-speaking tax association Latino Tax Pro invited by the IRS) and John Hewitt (creator of 9,000+ franchise locations, twice on the S&P with jackson Hewitt and Liberty Tax), I built Conecta to solve the real problems I saw in thousands of tax offices.
Generic CRMs like TaxDome and Canopy ignore how bilingual tax offices actually communicate.
Most tools are English-only. Serving Spanish-speaking clients becomes a manual balancing act that slows your team down.
Clients jump between languages, leading to confusion and anxiety about their tax status.
When teams chase missing documents manually, your profit margins disappear.
Built bilingual from day one. Everything stays consistent across SMS, email, portal, and documents. No translating. No confusion. No dropped clients.
Most tax pros don't have a business. They have a seasonal job full of chaos.
Scattered conversations everywhere. Texts, emails, Facebook messages, voicemails. You're losing track of who said what. Urgent messages get buried.
No booking system (or clients ignore it). 18% no-show rate. You're chasing confirmations. Your calendar is a mess. You can't plan your week.
Documents scattered across 6 platforms. W-2s in email. 1099s on your phone. That LLC doc in Facebook Messenger. You waste hours hunting files.
Clients asking "did you start yet?" 50 times a day. No status updates. No visibility. They're anxious. You're answering the same question over and over.
Chasing payments manually. Cash App here. Venmo there. "I'll pay you later." No tracking. $2,000-$10,000 lost per season because you e-filed first.
No follow-up system. Leads go cold. Clients forget appointments. No review requests. No referral asks. Revenue walking out the door.
Everything depends on you. Your team doesn't know what to do next. Nothing is documented. You can't take a day off. You're the bottleneck.
Language barriers slow everything down. Spanish-speaking clients misread English forms. Documents come back wrong. You end up translating everything manually, every time.
You can't scale by working more hours. You scale by fixing the systems. Conecta fixes all 7 systems in one platform. Tú mandas.
Tax pros don't struggle because of clients. They struggle because they lack systems. Conecta fixes all 7 in one bilingual platform.
Stop losing website visitors. Capture leads with forms and landing pages. Turn visitors into booked appointments.
Let clients book themselves. Automated reminders cut no-shows by 40-60%. Your calendar fills itself.
Get paid upfront. Mobile payment links. Track balances at a glance. Recover $2k-$10k in lost revenue per season.
One organized portal for uploads. Clients upload from their phone. You see exactly what's missing. No more chasing.
All messages in one place. SMS and email in one bilingual inbox. Your team stays in sync. Nothing gets lost.
Birthday messages. Booking reminders. Status updates. Review requests. Referral asks. All automatic.
Document what happens next. Your team knows what to do. You're not the bottleneck anymore. You can actually take a day off.
See how we stack up against TaxDome, Canopy, and Karbon. Save over $2,000/year while getting native bilingual automation.
| Feature | TaxDome | Canopy | Karbon | Conecta |
|---|---|---|---|---|
| Bilingual Support | Add-on Required | English-only | Portal Only | Native Everywhere |
| SMS / Texting | Extra Fees | Not Included | Not Included | Included |
| Marketing | No | No | Basic Workflows | Full Campaigns |
| Annual Cost (3 Users) | $2,880 - $3,500+ | $3,000 - $3,900+ | $2,124 - $3,564 | $1,500/year |
| User Limits | Per User | Per User | Per User | Unlimited |
| Client Portal | Included | Included | Included | Fully Branded |
| E-Signatures | Included | Included | Included | Included |
| Setup Assistance | Self-service | Paid Onboarding | Self-service | White-Glove |
I spent 10 years helping thousands of tax pros grow. I learned from the best in the industry. I built Conecta because I was frustrated with the tools out there. I know what you need because I've lived it.
Every other tool treats Spanish like an add-on. Conecta is built bilingual from day one. Your clients switch languages with one click. The AI writes in English or Spanish. This is for our community.
Unlimited users. Unlimited storage. SMS at cost (no markup). Your data belongs to you. Export anytime. No per-user fees. No hidden costs. Just fair, transparent pricing.
We ship updates daily based on your feedback. You ask for something, we build it. This isn't some faceless corporation. It's us, building for you.
The #1 reason tax pros don't switch tools? "I don't have time to set it up." That's why we do it for you.
We'll walk through what you're using now. We'll show you exactly how Conecta replaces it. Most calls are 30 minutes.
Your client list (CSV or Excel - doesn't matter how messy it is). Access to your DNS if you want a custom domain. That's it.
We import your clients. We set up your workflows. We connect your email and phone. We build your portal. We configure your automations. You don't lift a finger.
Most offices are fully live in under 7 days. Some go live the same day. It depends on how fast you send us what we need.
This isn't a "premium onboarding package" you have to pay extra for. This is included for everyone. We'll personally walk you through every step. We'll do the heavy lifting. You just show up.
Chaos, stress, confusion. Scattered messages. Lost documents. No-shows. Chasing signatures and payments. Staff confusion.
Calm operations, automation, predictable workflow. More capacity. Professional experience. Less manual work.
Messages land in one clean inbox. Clients upload from their phone. Tasks fire automatically. Invoices go out. Money comes in faster. One week later the office is calmer. You finish earlier. You make more. Y tú mandas.
This is what changes when you fix all 7 systems
Everything you need to run a high-volume bilingual practice, without the complexity of generic CRMs.
Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.
Switch from spreadsheets to Conecta and give clients a smoother, faster, more professional experience from day one.
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 a drag-and-drop workflow builder, or send one-time blasts. Turn visitors into clients year-round.
Share a public booking page and let clients schedule with any available team member. Zoom links are created automatically, reminders go out on their own, and every appointment syncs to your calendar.
Business clients have different needs. Conecta gives each business its own space — with dedicated contact info, documents, and history — so nothing gets mixed up with personal returns.
Brand it, staff it, and connect it in minutes. Add your logo, set your colors, invite your team, and configure SMS and email — all from one settings panel.
One shared calendar for your entire office. See who has appointments, what's coming up, and where there's availability — so nothing gets double-booked and no one falls through the cracks.
Send any document for signature in seconds — in English or Spanish. Clients sign from their phone or computer, and you get notified the moment it's done. No printing, no scanning, no chasing.
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.
Real feedback from bilingual tax offices using Conecta to prepare for tax season.
"Conecta finally gave us one place for clients, messages, and tasks. My team isn't chasing conversations across multiple platforms anymore."
Ernie – Multi-office tax pro
Grew from scattered tools to one bilingual hub
"This keeps getting better and better. Thank you for your hard work, it means a lot to my business."
Ana Mendez
Tax Professional
"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."
Silvia Ramos
Tax Professional
"Esto revolucionará nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho más que la que estaba usando previamente."
Enrique Vazquez Alcazar, EA
Enrolled Agent
Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price.
Unlimited users: grow without limits
No SMS markup: pay carrier cost only
Your data: export anytime, it's yours
We safeguard taxpayer data with compliance aligned to IRS Publication 4557 and FTC Safeguards Rule requirements.
Join 150+ tax pros who have made the move