Client Communication
Keep SMS, email, and WhatsApp on one shared client record instead of personal phones and disconnected inboxes. The team can respond with the conversation history in view.
Trusted by 150+ tax professionals
Run your tax office on one bilingual platform
Conecta is the bilingual CRM for tax preparers who need one place for clients, SMS, email, WhatsApp, documents, appointments, payments, reviews, and referrals.
Unlimited e-signatures
Unlimited users
Unlimited storage
Replaces 7 tools: TaxDome · GoHighLevel · Textellent · Calendly · DocuSign · JotForm · Wix
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Conecta manages everything around the tax return and works alongside the tax-preparation software you already use.
Check Out Conecta
150+ tax professionals served
10+ years in the tax industry
Featured on Estrella TV
Built specifically for bilingual tax offices
Everything around the return, finally connected.
Tax season becomes chaotic when client work lives across personal phones, inboxes, calendars, payment apps, and filing portals. Conecta connects the work without replacing your tax-preparation software. Your staff can see what happened, what is missing, and what needs to happen next without piecing the story together from separate tools.
Client conversations scattered across personal phones
One shared SMS, email, and WhatsApp history connected to the client record
Documents arriving through email, text, and social media
One secure bilingual upload experience with clear missing-document visibility
No-shows and constant scheduling calls
Online booking, reminders, rescheduling, and a shared team calendar
Missing balances, signatures, and follow-ups
Payments, e-signatures, reminders, and next steps tied to the client record
The practical difference is continuity. When a client calls after uploading a file, the person answering can understand the recent conversation and the remaining steps. When a payment or signature is still open, the office does not have to search a second system before following up. Conecta keeps these operational details together so a handoff from one staff member to another starts with context instead of another round of questions.
Everything your office needs to keep client work moving.
Conecta connects communication, documents, appointments, payments, signatures, automation, and team workflows in one bilingual client record. Each part supports the same client process, so the office can move work forward without switching between separate systems for every step.
Documents and Client Portal
Let clients upload from their phone, see what is missing, and complete the process in English or Spanish. Staff can follow document progress from the client record. Organize dedicated business-client profiles linked to owners, documents, EINs, and filing history.
Appointments and Reminders
Offer online booking, team scheduling, rescheduling, calendar sync, and automated reminders. Keep office availability clear while giving clients a direct way to book.
Payments and E-Signatures
Send payment and signature requests and track their status alongside the client record. The team can see outstanding steps before a client needs another reminder.
Automations and Growth
Create bilingual follow-ups, campaigns, review requests, referral requests, and lead-nurture workflows. Keep routine outreach consistent during and after tax season.
Team Workflows
Give the office clear ownership, tasks, client stages, handoffs, and multi-office visibility. Everyone can understand responsibility without relying on a side spreadsheet.
These capabilities are designed to follow the same client journey. A new inquiry can become an appointment, an appointment can lead to a document request, and the remaining payment, signature, and follow-up can stay visible to the people responsible for the work. The office gets a consistent operating view while clients get clear ways to respond from their phone in the language they prefer.
Most AI receptionists take messages. Sofia takes the next step.
Because Sofia works inside Conecta, she can identify callers, answer in English or Spanish, book or reschedule appointments, check missing documents, confirm balances and signatures, and create notes and follow-ups on the client record. That makes her a connected front desk for routine client needs, not a separate answering service.
- Recognizes the client and sees relevant context
- Answers and switches between English and Spanish
- Checks appointments, documents, balances, and signatures
- Creates notes, tasks, and follow-ups for the team
The difference is the information available during the interaction. A generic service can capture a caller’s words, but the tax office still has to identify the client, review the record, determine the next step, and assign the follow-up. Sofia uses the relevant Conecta context to help complete routine actions and return organized notes and tasks to the team when work remains.
See Sofia in Action
Generic receptionist: Takes a message
Sofia: Recognizes the client
Generic receptionist: Books on a generic calendar
Sofia: Books against the tax office schedule
Generic receptionist: Cannot check client status
Sofia: Checks documents, balances, and signatures
Generic receptionist: Sends a transcript
Sofia: Creates notes, tasks, and follow-ups
Built by someone who knows tax offices.
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.
“Conecta finally gave us one place for clients, messages, and tasks. My team isn’t chasing conversations across multiple platforms anymore.”
“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.”
10+years in tax
150+professionals served
Estrella TVfeatured recognition
Our Mission
Help small business owners understand, simplify, and take back control of their technology so they stop getting trapped, confused, overcharged, or vendor-locked by tech providers.
How Conecta compares with common tax-practice platforms
Conecta is designed for bilingual client communication, office-wide workflows, and predictable team access. The comparison below focuses on the operating model instead of short-lived pricing claims or feature counts that vary from one plan to another.
| Capability | Common tax-practice platforms | Conecta |
|---|---|---|
| Native English and Spanish | Often limited or add-on based | Native throughout the client experience |
| SMS, email, and WhatsApp | Varies by platform | Connected in one bilingual inbox |
| Bilingual AI front desk | Usually not connected to the client record | Sofia works inside the client record |
| Unlimited users | Commonly priced per user | Unlimited users |
| Guided setup and migration | Often self-service or paid separately | Guided migration and onboarding based on plan |
The right platform depends on how the office communicates and shares responsibility. Conecta’s distinction is not a longer list of isolated tools; it is the way bilingual communication, Sofia, team access, and onboarding connect to the client record. Offices comparing systems can use these five rows to evaluate whether a platform supports their full staff and client experience or requires separate add-ons and per-user decisions.
Go live without rebuilding your office.
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1
Import your clients and current data
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2
Configure communication, portal, and workflows
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3
Launch with guided support based on your plan
Most offices can begin using core workflows quickly, while full setup timing depends on data quality, integrations, website needs, and the selected plan. The setup process is shaped around the office’s existing information and priorities.
The goal is to establish a usable foundation first: organized client data, the right communication channels, and the workflows the team needs most. Additional details can be configured in a deliberate order based on data quality, integrations, website work, and the support included with the selected plan.
Built for sensitive tax-office data.
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Encryption in transit and at rest
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Multi-factor authentication and access controls
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U.S.-based data storage and encrypted backups
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Security practices designed around tax-office obligations
Designed to support tax-office security practices associated with IRS Publication 4557 and the FTC Safeguards Rule. Review Conecta’s security documentation for the technical details that apply to your evaluation.
Security also depends on how an office manages access. Multi-factor authentication and access controls help support clear boundaries for team members, while encryption and backups protect information across storage and transfer. Conecta’s security materials should be reviewed alongside your office’s written security plan, policies, and staff procedures.
Frequently asked questions
Clear answers about how Conecta fits into a tax office, what it replaces, and what it leaves to your tax-preparation software.
No. Conecta manages the work around the return, including clients, communication, documents, appointments, payments, signatures, reminders, and follow-ups. It works alongside the tax-preparation software your office already uses.
Yes. Conecta is designed to work alongside systems such as Drake, ProSeries, Lacerte, UltraTax, TaxSlayer Pro, and other preparation software.
Timing depends on your data, integrations, website needs, and selected plan. Conecta can help import contacts, organize existing data, and guide the setup process.
Yes. Conecta supports English and Spanish across client communication, portal experiences, workflows, and Sofia.
Conecta plans include unlimited users and document storage, subject to the terms of the selected plan.
Conecta uses safeguards such as encryption, access controls, multi-factor authentication, U.S.-based data storage, and encrypted backups. Review the security documentation for full technical details.
Sofia is Conecta’s bilingual AI front desk. She can answer calls, help with appointments and routine questions, check relevant client status, and create notes and follow-ups inside Conecta.
Yes. Customers can export their data according to Conecta’s account and data-export procedures.
See how Conecta would fit your office.
Book a personalized demo and we’ll map your current tools, show what Conecta can consolidate, and outline a practical path to launch.