Sofia on the phone
Sofia answers in English and Spanish. She helps the caller. She hands the call to your team when a person is needed.
See how Sofia handles callsFor your tax office
Use AI for the work
your office does every day.
Ask ChatGPT to update your website. Ask it to help with clients, appointments, and messages. Sofia can answer calls and chats in English and Spanish.
Edit your website with ChatGPT.
Tell ChatGPT what to change. You do not need to write code.
Ask ChatGPT
“Update my tax preparation page with these prices and services. Show me the changes before you publish.”
ChatGPT gets the page ready. You read it first. Nothing goes live until you say yes.
- Say what you need.Share the words, prices, or services.
- Check the changes.Read it and fix anything that is wrong.
- Approve the update.You decide when it goes live.
Your website has to be connected first. We can set that up on a demo.
Watch how to update your website
Watch on YouTube
Ask ChatGPT for help with office work.
Start with the job in front of you. A client to call. An appointment to prepare for. A message to send.
Some browsers let an AI help while you are signed in. Then ChatGPT can use your Hola Conecta account. You choose what it can see.
We connect this on the demo. Then you can try it.
Tell ChatGPT what you need
“Who’s my next appointment with, and what do I need to know before we talk?”
Ask for the client’s history and what still needs attention.
What to ask it to check
- 1Who’s coming in?
Look at the client’s record.
- 2What did we last talk about?
Look at past messages and appointments.
- 3What’s still missing?
Check documents and open requests.
- 4What should I follow up on?
Ask for a short summary.
You can also ask for help with messages to clients, forms for new clients, and the team’s to-do list.
Meet Sofia. She answers in English and Spanish.
She can answer your phone and chat with people on your website.
Sofia on your website
People can ask questions in English or Spanish. Sofia answers in the chat. Your team can take over.
See how Sofia handles website chatsYou can use the phone, the website chat, or both. It depends on your plan.
Try asking ChatGPT.
Copy an example. Change it to fit your office.
Use these after your account is connected. Then check the result.
Update your website
Help me update my homepage for tax season 2027. Ask me for our services and prices. Show me the changes before you publish.
For your website. You review it before it goes live.
Get ready for an appointment
Look at my next appointment. Give me a short summary of past messages, past appointments, missing documents, and what I should follow up on.
For your client records and calendar.
Write a message to clients
Help me write a tax season message. Let’s pick who it is for, write it in English and Spanish, and save a draft for me to review.
You review the draft before anyone gets it.
How ChatGPT connects to Hola Conecta.
There are two ways to connect. You choose what ChatGPT can see and do.
Connect ChatGPT to your account.
You sign in once. Then ChatGPT can use the tools you turn on, including your website. You still review changes before they go live.
Use ChatGPT while you are signed in.
Some browsers let an AI help inside Hola Conecta while you are already signed in. Your browser has to allow it.
Can ChatGPT do the work, or only look things up?
It can do both, if you turn that tool on. It can help with forms, messages, appointments, and tasks. Some steps ask you to confirm before they run.
Can I use the ChatGPT account I already have?
Sometimes. It depends on your ChatGPT plan and how you connect. We can check that on a demo. Connecting ChatGPT to your account is one setup. Using an AI in your browser is another.
What are MCP and WebMCP?
Those are the technical names for the two connections. MCP connects ChatGPT to your account. WebMCP works in your browser while you are signed in. You do not need those names to get started.
Can I check the work before it is published?
Yes. You review website changes before they go live. For other work, read the draft and confirm before ChatGPT takes the next step.
Does Hola Conecta prepare or file tax returns?
No. Keep using your tax software to prepare and file returns. Hola Conecta helps you manage clients, messages, documents, appointments, and the work around them.
Let’s look at what your office needs.
Book a demo. We will walk through the setup with you.