Conecta runs your office · Sofia answers the front desk

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.

View Pricing Book Demo
Meet Sofia, your bilingual AI front desk →
Replaces 7 tools: TaxDome · GoHighLevel · Textellent · Calendly · DocuSign · JotForm · Wix
Meet Sofia

Conecta is tax office management software, not tax filing software

Everything around the return

Client portal, unified inbox, document collection, bookings, e-signatures, payments, and reminders in one bilingual platform.

Works with your prep software

Sits alongside Drake, ProSeries, Lacerte, UltraTax, TaxSlayer Pro, and the systems you already use to prepare returns.

Sofia, Conecta's bilingual AI front desk assistant, welcoming clients at a tax office

Meet Sofia, your AI front desk.

Sofia answers calls, books appointments, checks missing documents, creates follow-ups, and keeps the work connected to the client record inside Conecta.

  • Answers in English and Spanish
  • Helps clients know what is missing
  • Books and reschedules appointments
  • Creates notes and follow-ups for your team
Meet Sofia

The infrastructure layer behind Conecta

Production-grade tax, AI, cloud, and messaging infrastructure so tax professionals can run client work from one reliable platform.

IRS Accepted Developer Transcripts coming soon Document workflows
Google Cloud Startup Program APIs & big data Gemini Pro
Amazon Web Services Startup program & infrastructure Reliable & safe
ChatGPT Pro AI reasoning and problem solving Codex CLI
Anthropic AI automation and orchestration Claude Code
Infobip SMS, MMS, WhatsApp & voice Startup Program

Conecta uses IRS developer access, Google Cloud, Gemini, ChatGPT Pro, Codex CLI, Anthropic, Claude Code, AWS infrastructure, and Infobip messaging. References indicate technology access, development tooling, and program participation, not government or platform endorsement.

Check Out Conecta

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Built by a Tax Industry Insider

10+
Years in Tax Industry
150+
Tax Pros Served
1000s
Tax Pros Helped Grow
2
Industry Leaders Mentored By
Alberto Contreras

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.

The Problem Across Thousands of Tax Offices

Most tax software treats Spanish as an afterthought. Conecta is built for offices that live in both languages every day.

The Bilingual Gap

Most tools are English-only. Serving Spanish-speaking clients becomes a manual balancing act that slows your team down.

Broken Client Experience

Clients jump between languages, leading to confusion and anxiety about their tax status.

The Profit Drain

When teams chase missing documents manually, your profit margins disappear.

The Solution: Conecta

Not translated after the fact. Built bilingual from the start.
Every SMS, email, portal, document, and reminder works in English and Spanish, because that's how your office actually runs.

✓ No more personal-phone client texts ✓ No more Spanish as an afterthought ✓ No more six apps to manage one client
See Pricing

The Hard Truth

Most tax pros don't have a business. They have a seasonal job full of chaos.

1

Scattered conversations everywhere.

Texts, emails, Facebook messages, voicemails. You're losing track of who said what. Urgent messages get buried.

2

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.

3

Documents scattered across 6 platforms.

W-2s in email. 1099s on your phone. That LLC doc in Facebook Messenger. You waste hours hunting files.

4

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.

5

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.

6

6-10 hours every week on admin work.

Printing, scanning, organizing client files. That's 200+ hours per season spent on work that should be automated.

7

Client conversations living on personal phones.

No shared visibility. Lost messages. No staff accountability. When that employee leaves, the client history goes with them.

8

Your software doesn't speak your clients' language.

Clients don't want another portal login they can't read. They want simple reminders, mobile uploads, and clear instructions, in the language they prefer.

Chaos is caused by missing systems.

You can't scale by working more hours. You scale by fixing the systems. Conecta fixes every one of these in one bilingual platform, so your office runs the way it should.

Want to see if Conecta fits your office?

Leave your name, email, and phone number. We’ll send you a quick overview, pricing, and next steps.

No pressure. We’ll follow up by email and text.

When clients are stressed, Sofia keeps the next step clear.

Missing documents, appointment questions, balance reminders, and follow-ups do not need to turn into another interruption for your team. Sofia helps clients understand what is missing, what happens next, and when your office needs to step in.

  • Missing documents explained clearly
  • Appointment questions handled automatically
  • Follow-ups stay connected to the client record
Sofia helping a stressed client understand missing tax documents and next steps

7 Simple Systems Every Tax Pro Needs to Scale

Tax pros don't struggle because of clients. They struggle because they lack systems. Conecta fixes all 7 in one bilingual platform.

1

Lead Capture

Stop losing website visitors. Capture leads with forms and landing pages. Turn visitors into booked appointments.

2

Booking & Reminders

Let clients book themselves. Automated reminders cut no-shows by 40-60%. Your calendar fills itself. Sofia can help callers book or reschedule.

3

Payments & Deposits

Get paid upfront. Mobile payment links. Track balances at a glance. Recover $2k-$10k in lost revenue per season. Sofia can remind callers about balances or signatures.

4

Document Collection

One organized portal for uploads. Clients upload from their phone. You see exactly what's missing. No more chasing. Sofia can tell clients what documents are still missing.

5

Client Communication

All messages in one place. SMS and email in one bilingual inbox. Your team stays in sync. Nothing gets lost. Sofia keeps call notes connected to the client record.

6

Automated Follow-Ups

Birthday messages. Booking reminders. Status updates. Review requests. Referral asks. All automatic.

7

Team Workflows

Document what happens next. Your team knows what to do. You're not the bottleneck anymore. You can actually take a day off.

Most AI receptionists answer calls.
Sofia helps run the front desk.

Sofia is the bilingual AI front desk built directly into Conecta. She doesn't just pick up the phone. She knows your clients, their documents, their appointments, their balances, and what's still waiting on a signature. In English and Spanish. 24/7.

Sofia answering calls and managing client communication inside Conecta
What happens when a client calls Generic AI Receptionist Sofia inside Conecta
Answers the call ✓ Yes ✓ Yes, and knows who's calling
Books appointments Google Calendar only Tax office appointments inside Conecta
Document status No access Tells caller exactly what's missing
E-signature follow-up Not available Knows what's pending, tells caller next step
Caller has a balance due Takes a message Checks and confirms balance due from client record
Language support Basic English Full English & Spanish, mid-call switching
After the call Sends a transcript Creates notes, tasks & follow-ups in Conecta

Sofia is not a generic AI voice layer. She lives inside your bilingual tax office CRM, so every call she handles connects back to the client record, the workflow, and your team.

Meet Sofia

Conecta is getting ready for its first full public launch at Latino Tax Fest.

Right now, Conecta Pro is still available at the current early-access price with guided setup. After the public launch, Pro will reflect the larger system we are building: WhatsApp, Sofia AI receptionist workflows, IRS transcript-related workflows, document request checklists, and expanded tax office automation.

Lock in current Pro pricing

Get started before the public launch version of Pro rolls out.

Get guided setup

Set up your portal, messaging, bookings, documents, signatures, payments, and workflows before the launch.

Grow with the next release

WhatsApp, Sofia workflows, transcript-related workflows, and stronger automation are part of the next Pro phase.

Lock In Pro Before Launch

Conecta vs All Competitors

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
WhatsApp Not Included 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
AI Front Desk (Bilingual) Not Available Not Available Not Available Sofia: Built In
Setup Assistance Self-service Paid Onboarding Self-service White-Glove
See Pricing See Detailed Comparison

Choose How You Want To Get Started

Switching systems can feel like a lot. With Conecta, you pick the setup style that fits your time and your plan.

1

Book a Call or Start Now

Talk with us first, or create your account and get started right away.

2

Share Your Info (For Supported Setup)

If you choose Pro, send your current details so we can set things up faster. If you choose Lite, you can set up directly in the platform.

3

Get Setup at Your Plan Level

Lite gives you clear setup steps. Pro adds guided setup, hands-on onboarding help, deeper implementation, automation help, and priority support.

4

Go Live

Launch with confidence and run everything in one place.

The Best Part?

You're in control of how much help you want. Start lean with Lite, or move faster with Pro when you want expert support from day one.

Before vs After Systems

This is what changes when you fix all 7 systems

Before: Chaos

  • 20+ unread messages scattered everywhere
  • Clients sending W-2s through Facebook Messenger
  • 18% no-show rate wasting your time
  • Constant "Did you start yet?" questions
  • Manual payments, no tracking
  • Everything scattered, nothing organized
  • 6-10 hours per week on admin work
= Stress, burnout, lost revenue

After: Calm Operations

  • Calendar auto-fills with bookings
  • Deposits collected upfront (70%+ reduction in unpaid returns)
  • Documents uploaded neatly in one place
  • Automatic reminders and status updates
  • Signatures handled instantly
  • Payments tracked automatically
  • You actually have capacity again
= Predictable workflow, more revenue, less stress

Everything your office needs, in one place

Replaces 7 tools: TaxDome · GoHighLevel · Textellent · Calendly · DocuSign · JotForm · Wix

Communication

Never Miss a Client Message Again

Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly. Sofia keeps call notes connected to the client record.

  • SMS & Email: All channels in one unified inbox
  • Instant Notifications: Real-time alerts for urgent messages
  • Team Collaboration: Internal notes and handoffs
Unified Inbox
CRM & Data

Turn Client Data Into Revenue

Switch from spreadsheets to Conecta and give clients a smoother, faster, more professional experience from day one.

  • Tax-Specific Document Requests: W-2s, 1099s, tax returns, and more
  • Smart Segmentation: Auto-categorize contacts by service type
  • Revenue Tracking: Pipeline and payment status at a glance
CRM Dashboard
Client Portal

Give Clients a Secure Bilingual Portal

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. Sofia can tell clients what documents are still missing.

  • Client portal follows IRS & FTC guidelines and complies with NIST IAL2 documentation
  • Mobile-friendly document uploads and e-signatures
  • Automated Google review requests after service
Client Portal
Marketing & Growth

Capture Leads and Turn Visitors Into Clients

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.

  • Visual drag-and-drop workflow builder for multi-step drip campaigns
  • Event-triggered automation (new lead, payment, status change)
  • Email & SMS blasts (one-time scheduled sends)
Workflow Builder
Booking & Scheduling

Let Clients Book Your Whole Team Online

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. Sofia can help callers book or reschedule.

  • Public booking page: clients pick a service, team member, and time slot
  • Zoom meeting links created automatically on confirmation
  • Syncs to Google Calendar and Outlook for every team member
Booking feature
Business Clients

Keep Your Business Clients Organized in One Place

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.

  • Dedicated business profile separate from personal returns
  • Store business-specific documents, EINs, and filing history
  • Link business owners to their personal client record
Business Clients
Practice Setup

Set Up Your Practice Your Way

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.

  • Upload your logo and set your brand colors across the platform
  • Invite unlimited team members and manage their roles
  • Configure your SMS sender and email settings
Settings
Shared Calendar

See Your Whole Team's Schedule at a Glance

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.

  • Team-wide calendar view: see all staff appointments in one place
  • Syncs with Google Calendar and Outlook in real time
  • Filter by staff member or service type to find availability fast
Calendar
Digital Signatures

Get Documents Signed Without the Back and Forth

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. Sofia can remind callers about balances or signatures.

  • Send signature requests via SMS or email in one click
  • Bilingual signing experience: clients choose English or Spanish
  • Signed documents are stored automatically on the client record
E-Signatures
Start your 14-day free trial Book Demo

No credit card required.

Sofia inside Conecta

Sofia Keeps Working When Your Office Gets Busy

While your team is buried in returns, Sofia answers routine questions, follows up with clients, helps with missing documents, and turns conversations into next steps inside Conecta.

Sofia follows up when clients go quiet

Sofia helps keep clients moving with bilingual follow-ups and reminders connected to the client record.

Sofia helps turn missed calls into booked appointments

When a client or lead calls, Sofia can help them book, reschedule, or get routed instead of falling through the cracks.

Sofia tells clients what documents are missing

Instead of your staff answering “did you get my documents?” all day, Sofia can check status and explain the next step.

Sofia turns calls into notes, tasks, and follow-ups

After the call, Sofia keeps the work connected to Conecta so the team knows what happened and what needs to happen next.

Sofia bilingual AI front desk

Sofia is your bilingual AI front desk, connected to clients, not a separate phone bot.

Meet Sofia

What Tax Pros Are Saying

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."

EM

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."

A

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."

S

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."

EV

Enrique Vazquez Alcazar, EA

Enrolled Agent

Trusted By Over 150+ Tax Pros

Start your 14-day free trial Book Demo

No credit card required.

Sofia representing Conecta in a bilingual local tax office community

Built for the offices your community already trusts.

Conecta helps small tax offices look organized, responsive, and professional without losing the personal relationship clients expect. Sofia ensures every client feels seen and heard, in whichever language they prefer.

Book a Demo

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.

Security Built For Tax Professionals

We safeguard taxpayer data with compliance aligned to IRS Publication 4557 and FTC Safeguards Rule requirements.

IRS Publication 4557

  • Written Information Security Program (WISP)
  • Access controls and activity monitoring
  • Secure data handling and storage
  • Incident response procedures
  • Data disposal and physical safeguards

FTC Safeguards Rule

  • Annual risk assessments
  • Designated security lead
  • Employee training and access management
  • Vendor/Service Provider oversight
  • Multi-factor authentication
  • Encryption of customer information

Data Residency

  • Taxpayer data stored in secure U.S.-based data centers
  • Geographic redundancy and encrypted backups
Add-on services

More Ways We Help Your Office Run Smoothly

Beyond the CRM, our team can take website management and client communication off your plate.

Websites & CRM Management

A professional, bilingual website and CRM built for your tax office, plus we can manage Office 365 or Google Workspace and consolidate your domain, hosting, and email under one provider.

Learn more

Weekly Client Newsletter

$50/month · no contact limit

Send a ready-to-go weekly newsletter with client-friendly tax, IRS, and financial updates in English and Spanish.

Get started
Free resources

Free Tools for Tax Pros & Bookkeepers

No credit card required. Grab these free resources to grow your practice and win more small business clients.

Free

Small Business Client Starter Kit

A PDF kit for tax pros who want to offer incorporation, bookkeeping, payroll, and year-round services to small business clients.

Get kit
Free

Client Organizer

A fillable PDF checklist to collect client information and documents before tax season starts.

Download
Free

S-Corp Tax Savings Calculator

Estimate how much your Schedule C clients could save in self-employment tax with an S-Corp election.

Try it
Free

20+ Local Business Leads

A CSV of real local business leads for outreach. No credit card required.

Get leads

Webinar Replay: Using AI to Find & Win Small Business Clients

Watch the replay and grab the companion Google Sheet template for finding, organizing, and reaching out to local business prospects.

Watch replay

FAQ

Conecta is a bilingual CRM and tax office management platform for tax professionals. It unifies client communication, document collection, workflows, payments, and multi-office visibility in one system.
Same day setup. You get a working portal, inbox, and first workflow today. Most offices are fully live in under 7 days. We'll personally help you import your contacts, set up your inboxes, and build your first workflows so you're ready for tax season.
No. Conecta does not prepare, calculate, or file tax returns. It helps tax offices manage the work around the return: clients, documents, messaging, appointments, payments, e-signatures, reminders, and follow-up.
Three things:

• Access to your DNS (We'll show you exactly where to click)
• Your client list - CSV or Excel, however messy it is
• Tell us if you need a website built

That's it. We'll handle everything else. Most people overthink this part.
Yes. Send us your spreadsheet. We don't care if it's messy. We'll clean it up, import it, and set up your fields.

Coming from another tool? We'll walk through the export and do the import ourselves.

You shouldn't have to figure this out. That's our job.
No. If you can use a smartphone, you can use Conecta.

Conecta is built for tax pros, not software engineers. I'll guide you step-by-step and keep the workflows simple so your team actually uses them.

Most people are up and running the same day.
Yes. Conecta is built from day one for English and Spanish speaking teams and clients. Every page is bilingual. One click switches languages. The AI drafts in English or Spanish so you sound like you, not a robot. Your staff can use whichever language they're more comfortable with.
Other tools are not built for tax pros or for bilingual work. Conecta is communication‑first and growth‑first, with native SMS + email, EN/ES everywhere, and tax‑specific stages and templates. No per‑user fees for early access users.
That's the goal. On your demo we'll walk through what you're using now and show exactly where Conecta can replace 3–5 tools, and where it can plug in to what you already have.
No. Unlimited users are included in every plan. Add as many team members as you want with no extra fees.
No. Unlimited document storage is included. Store unlimited files and documents. Never run out of space.
No. You pay carrier cost only. We don't add any extra charges. Text messages at cost.
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. Manage multiple offices all in one account.
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.
E-signatures are included in the Pro plan. Setup takes 1-2 days maximum.
Anytime. It's your data. Download your data anytime. It belongs to you.
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.
It is simple on purpose. One login. One list. Clear next steps. Your team will thank you because finally everything makes sense.
Conecta is built for tax pros, not software engineers. We'll guide you step-by-step and keep the workflows simple so your team actually uses them.
Yes. Your clients can upload documents and message you, all in one place. It's secure, easy to use, and keeps everything organized.
Yes. Never forget a follow-up. Tasks and reminders keep you organized. Set up automated reminders for important deadlines and client communications.
Yes. Your client information is protected with industry-standard encryption. We follow all regulatory requirements for data security and privacy.
Yes. Access your practice from anywhere with our responsive mobile interface. Work from your phone or tablet just like you would on desktop.
Get help when you need it with our responsive customer support team. We're here to ensure you succeed with Conecta.
Yes. New features are added based on your feedback. We continuously improve Conecta to meet the needs of tax professionals.
Sofia is Conecta's bilingual AI front desk. She can answer calls and messages, book appointments, collect documents, and route clients to your team, all inside the same platform as your CRM, inbox, and client portal.

Tax season does not have to run your life.

When calls, documents, appointments, reminders, and follow-ups stay organized, your office finally gets room to breathe. Sofia handles the details so you can focus on the expert work that matters.

View Pricing
Sofia relaxing after keeping documents, appointments, reminders, and follow-ups organized

Put Sofia and Conecta to work.

Give your office a bilingual AI front desk connected to your clients, documents, appointments, payments, and team workflows.

Meet Sofia Book Demo

No credit card required.