Conecta Black Friday: Everything You Need for Tax Season 2026
π 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 π
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1 Year of Conecta ProEverything you need for a full year: e-signatures, workflows, calendars, unlimited team members, unlimited storage, and everything else that makes running your office simple.
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Professional Website RedoCustom design that converts visitors to clients. Mobile-optimized, SEO setup, lead capture forms integrated with Conecta, bilingual ready.
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50 Free Business LeadsWe load 50 business leads into your Conecta account so you can start tax season with real opportunities.
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3 Custom WorkflowsOne workflow dedicated to nurturing and converting those 50 free business leads; two more workflows for whatever you want (onboarding, returning clients, missing docs, subscriptions, bookkeeping, etc.).
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VIP Setup for EveryoneHands-on setup before tax season: EPS integration, sending domain setup, SMS/phone, contact imports + tags, client portal activation, and your first campaigns.
π Your Story π
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You are in the office with a cold coffee and a buzzing phone.
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Texts live on your phone. Emails sit in Outlook. Docs hide in someone's Google Drive.
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A client asks, "Did you get my documents?" You say, "I think so." By the time you find the file, the lead is gone.
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You realize you need a simpler path. One system instead of juggling five apps.
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ββThat is the moment you choose a simpler path. With Conecta, messages land in one clean inbox, clients see a short checklist, upload from their phone, and pay from a link. Your team knows the next step. You finish earlier, make more, and feel calm again. TΓΊ mandas. π
π Request a Callback
Not ready to buy yet? We'll call you to answer any questions about this holiday offer.
π Black Friday: 1 Year of Conecta Pro + Growth Package π
β Everything You Get
- π Add as many team members as you want: no extra fees
- π Store unlimited files and documents: never run out of space
- π Text messages at cost: we don't add any extra charges
- π Works in English and Spanish: switch languages with one click
- π Your clients can upload documents and message you: all in one place
- π Never forget a follow-up: tasks and reminders keep you organized
- π Clients can sign documents online: no printing or scanning needed
- π Manage multiple offices: all in one account
- π Download your data anytime: it belongs to you
- π Bank-level security: your client information is protected
π Holiday Bonuses
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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.
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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.
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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.
What You Get With Conecta Pro
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
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
π 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.
π 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.
π¬ Communication
Keep every conversation in one place. Send 1βtoβ1 or to a list. Get instant alerts. Communicate with your team instantly.
π₯ CRM
A clean client list with saved views, tags, and custom fields. Filter your list and start campaigns, surveys, or retention followβups in a few clicks.
π Client Portal
A bilingual portal for messages, document uploads, eβsign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
π Marketing & Growth
Capture leads with forms and landing pages. Run campaigns to turn visitors into clients. Everything works perfectly on phones and computers.
β‘ Workflows
Build noβcode workflows that follow your playbook. Trigger on events (new lead, status change, payment). Autoβcreate tasks, messages, and document requests. Keep singleβ or multiβlocation teams in sync.
π° Payments
Get paid faster with invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
π 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?
β 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
β 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
No other tool combines all this in one platform, with true bilingual support.
π Merry Christmas π
- π Get started with 1 year of Conecta Pro + all Holiday bonuses.
- π Professional website redo included.
- π 50 free business leads loaded directly into your account.
- β‘ 3 custom workflows built for you β one for lead nurturing, two for whatever you need.
- π VIP setup so you're ready for tax season 2026.
FAQs
This will take too long.
My team won't use it.
Spanish will be hard.
Do you charge per user?
Is storage capped?
Do you mark up SMS?
Are e-signatures extra?
Can I export my data?
Is monthly pricing available?
How fast can I start?
π What Tax Pros Are Saying π
Real feedback from our community
"This keeps getting better and better. Thank you for your hard work, it means a lot to my business π"
"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."
"Esto revolucionarΓ‘ nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho mΓ‘s que la que estaba usando previamente." π
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Trusted By Over 50 Tax Pros
π Last Chance: Holiday Offer Ends Dec 1st π
You don't need more apps. You need one system that makes work lighter, money faster, and life calmer. That is Conecta.
π 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.