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Conecta is the bilingual CRM for tax preparers who need one place for clients, SMS, email, WhatsApp, documents, appointments, payments, reviews, and referrals.
Client portal, unified inbox, document collection, bookings, e-signatures, payments, and reminders in one bilingual platform.
Sits alongside Drake, ProSeries, Lacerte, UltraTax, TaxSlayer Pro, and the systems you already use to prepare returns.
Production-grade tax, AI, cloud, and messaging infrastructure so tax professionals can run client work from one reliable platform.
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.
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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.
Most tax software treats Spanish as an afterthought. Conecta is built for offices that live in both languages every day.
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.
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.
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.
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.
Client conversations living on personal phones.
No shared visibility. Lost messages. No staff accountability. When that employee leaves, the client history goes with them.
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.
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.
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.
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.
Get started before the public launch version of Pro rolls out.
Set up your portal, messaging, bookings, documents, signatures, payments, and workflows before the launch.
WhatsApp, Sofia workflows, transcript-related workflows, and stronger automation are part of the next Pro phase.
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 |
| 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 |
Switching systems can feel like a lot. With Conecta, you pick the setup style that fits your time and your plan.
Talk with us first, or create your account and get started right away.
If you choose Plus or Pro, send your current details so we can set things up faster. If you choose Starter, you can set up directly in the platform.
Starter: DIY setup with clear steps. Plus: Guided setup with website integration and hands-on onboarding help. Pro: Done-with-you support with deeper implementation, automation help, and priority support.
Launch with confidence and run everything in one place.
You're in control of how much help you want. Start lean with Starter, or move faster with Plus or Pro when you want expert support from day one.
This is what changes when you fix all 7 systems
Replaces 7 tools: TaxDome · GoHighLevel · Textellent · Calendly · DocuSign · JotForm · Wix
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.
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.
| 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 SofiaWhile 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
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.
We safeguard taxpayer data with compliance aligned to IRS Publication 4557 and FTC Safeguards Rule requirements.