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Holiday Special 2025
$2,500+ $1,000 🎁 SAVE $1,500+

Conecta Black Friday: Everything You Need for Tax Season 2026

🎁 For this holiday season, you get 1 Year of Conecta Pro + Professional Website Redo + 50 Free Business Leads + 3 Custom Workflows + VIP Setup so your office is ready for tax season 2026 🎁

πŸŽ„ Claim Holiday Offer 🎁 Book a Quick Demo
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πŸŽ„ Your Story 🎁

πŸŽ„ Claim Holiday Offer 🎁 Book a Call

πŸ“ž Request a Callback

Not ready to buy yet? We'll call you to answer any questions about this holiday offer.

πŸŽ„ Black Friday: 1 Year of Conecta Pro + Growth Package 🎁

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🎁 Black Friday bonus: extra services included at no additional cost. πŸŽ„

βœ“ Everything You Get

  • πŸŽ„ Add as many team members as you want: no extra fees
  • πŸŽ„ Store unlimited files and documents: never run out of space
  • πŸŽ„ Text messages at cost: we don't add any extra charges
  • πŸŽ„ Works in English and Spanish: switch languages with one click
  • πŸŽ„ Your clients can upload documents and message you: all in one place
  • πŸŽ„ Never forget a follow-up: tasks and reminders keep you organized
  • πŸŽ„ Clients can sign documents online: no printing or scanning needed
  • πŸŽ„ Manage multiple offices: all in one account
  • πŸŽ„ Download your data anytime: it belongs to you
  • πŸŽ„ Bank-level security: your client information is protected

πŸŽ„ Holiday Bonuses

  • 🎁
    Professional Website Redo We build you a beautiful website that works on phones and computers. People can contact you right from the site, and everything connects to Conecta automatically. Works in English and Spanish.
  • ⭐
    50 Free Business Leads We add 50 potential clients to your account, ready to contact. These are real businesses looking for tax help, so you can start reaching out right away.
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    3 Custom Workflows (Done For You) We set up three automated systems for you: one to turn your 50 free leads into clients, and two more for whatever you need β€” welcoming new clients, following up on missing documents, checking in with past clients, or anything else.
  • 🎁
    VIP Tax Season Setup (Included for Everyone) We personally help you get everything set up: connect your email, set up text messaging, import your client list, organize everything with tags, turn on the client portal, and send your first messages. You'll be ready for tax season.
Start tax season 2026 with everything you need to grow
πŸŽ„ Claim Holiday Offer 🎁 Book a Quick Demo

What You Get With Conecta Pro

βœ“ Add as many team members as you want: no extra fees
βœ“ Store unlimited files and documents: never run out of space
βœ“ Works in English and Spanish: switch languages with one click
βœ“ Clients can sign documents online: no printing or scanning needed
βœ“ Manage multiple offices: all in one account
βœ“ Bank-level security: your client information is protected

Our Mission

Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price, no nickel-and-diming.

Why This Matters

βœ“ Unlimited users, unlimited storage: grow without limits
βœ“ No SMS markup: you pay carrier cost, we add $0
βœ“ Your data, your business: export anytime, it's yours
βœ“ Built for our community: Latino-founded, bilingual-first

"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."

πŸŽ„ What Happens When You Turn It On

Messages land in one clean inbox. Text, email, portal. Clients see a short checklist and upload from their phone. Tasks show up for your team at the right time. Invoices go out. Money comes in faster. When you need words, Conecta drafts the first pass in English or Spanish that sounds like you. You hit send and keep moving.

One week later the office is calmer. You finish earlier. You make more. Y tu mandas.

🎁 What's Inside This Holiday Offer

Everything here works for any service you offer (tax prep, bookkeeping, payroll, ITIN, notary, and more). Every page is bilingual. There's a translation button across the app.

πŸ“¬ Communication

Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.

πŸ‘₯ CRM

A clean client list with saved views, tags, and custom fields. Filter your list and start campaigns, surveys, or retention follow‑ups in a few clicks.

🌐 Client 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.

πŸ“ˆ Marketing & Growth

Capture leads with forms and landing pages. Run campaigns to turn visitors into clients. Everything works perfectly on phones and computers.

⚑ Workflows

Build no‑code workflows that follow your playbook. Trigger on events (new lead, status change, payment). Auto‑create tasks, messages, and document requests. Keep single‑ or multi‑location teams in sync.

πŸ’° Payments

Get paid faster with invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.

Schedule a Demo

πŸ“ž Have Questions? We'll Call You

Not ready to buy yet? We'll call you to answer any questions about this holiday offer.

What if you could stop juggling 5-6 different tools and run everything from one simple system?

❌ Old Way

  • Outlook for email
  • Your phone for texts
  • Google Drive for docs
  • Separate payment processor
  • Different tool for marketing

= Chaos, missed messages, lost leads

βœ… Conecta Way

  • One login
  • One inbox (text, email)
  • One client list
  • One workflow system
  • One payment system
  • One marketing hub

= Calm, organized, profitable

How Conecta Compares

Practice Management Software Generic CRMs Conecta
Tax‑specific Limited Missing/DIY Stages, templates, portal included
Channels Email/portal; texting add‑ons Email; SMS via plugins Native email + SMS
Bilingual Rare Rare Built‑in across the app
Focus Internal (tasks, documents) Generic pipelines, email‑first Communication & growth for tax pros
Complexity High; need to buy lots of modules High; app sprawl (5–6 tools) So simple anyone that could read could use it
Pricing Per‑user + add‑ons Tool + plugin costs Simple, no per‑user fees
✨ UNIQUE ✨

No other tool combines all this in one platform, with true bilingual support.

πŸŽ„ Merry Christmas 🎁

  • 🎁 Get started with 1 year of Conecta Pro + all Holiday bonuses.
  • 🌐 Professional website redo included.
  • πŸ“Š 50 free business leads loaded directly into your account.
  • ⚑ 3 custom workflows built for you β€” one for lead nurturing, two for whatever you need.
  • πŸŽ„ VIP setup so you're ready for tax season 2026.
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Built by a Tax Industry Insider

I spent a decade helping tens of thousands of tax pros grow their businesses. Along the way, I learned community and education from Carlos C. Lopez, EA (Latino Tax Pro), who built the first Spanish-speaking tax association in the U.S., invited directly by the IRS. I learned scale and systems from John Hewitt (Jackson Hewitt & Liberty Tax), the only founder to independently build some of the industry's biggest names.

Out of that experience and frustration with existing tools, I built Conecta alone in my small apartment, working day and night with no sleep and no meals, just pure focus. The result is the first bilingual, AI-powered platform made for tax professionals that has everything they need to grow.

FAQs

? This will take too long.

Same day setup. You get a working portal, inbox, and first workflow today. We don't make you wait weeks like other software.

? My team won't use it.

It is simple on purpose. One login. One list. Clear next steps. Your team will thank you because finally everything makes sense.

? Spanish will be hard.

Every page is bilingual. One click. The AI drafts in English or Spanish so you sound like you, not a robot.

? Do you charge per user?

No. Unlimited users are included.

? Is storage capped?

No. Unlimited document storage is included.

? Do you mark up SMS?

No. You pay carrier cost only.

? Are e-signatures extra?

E-signatures are included in the Pro plan and are ready now. Setup takes 1-2 days maximum.

? Can I export my data?

Anytime. It's your data.

? Is monthly pricing available?

Yes. Ask for monthly pricing. But this Black Friday offer includes bonus leads, workflows, and VIP setup that are only available Nov 25 – Dec 1.

? How fast can I start?

Same day. We set up your portal, import your client list, and have you sending your first messages within hours.
πŸŽ„ Claim Holiday Offer 🎁

πŸŽ„ What Tax Pros Are Saying πŸŽ„

Real feedback from our community

A

"This keeps getting better and better. Thank you for your hard work, it means a lot to my business πŸ™"

β€” Ana Mendez
Tax Professional
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"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."

β€” Silvia Ramos
Tax Professional
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"Esto revolucionarΓ‘ nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho mΓ‘s que la que estaba usando previamente." πŸš€

β€” Enrique Vazquez Alcazar, EA
Enrolled Agent

⭐⭐⭐⭐⭐

Trusted By Over 50 Tax Pros

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Holiday Special 2025

πŸŽ„ Last Chance: Holiday Offer Ends Dec 1st πŸŽ„

You don't need more apps. You need one system that makes work lighter, money faster, and life calmer. That is Conecta.

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πŸŽ„ Holiday Special 🎁 ⭐
$2,500+ Value
πŸŽ„ $1,000 🎁
1 Year Conecta Pro + Website Redo + Growth Package
Professional Website β€’ 50 Business Leads β€’ 3 Custom Workflows β€’ VIP Setup β€’ Unlimited Users
Nov 25 – Dec 1 Only
🎁 Claim Holiday Offer Before Dec 1st πŸŽ„

πŸ“ž Last Chance: Get Your Questions Answered

This offer ends Dec 1st. Have questions? We'll call you to discuss how Conecta can help your tax office.

πŸŽ„ Claim Holiday Offer 🎁 Contact