For service bureaus, associations, and ERO networks. You put your brand on the platform, set the price for your offices, and choose annual co-branded Conecta licenses for $1,000 per office or monthly software payments for $100 per office. Conecta handles billing and platform operations for participating offices.
Conecta handles billing, platform operations, and client support for participating offices, so you can focus on promoting Conecta to your network.
Get the Details →Conecta handles everything behind the scenes - billing, collections, platform operations, and client support. You focus on growing your network and setting the price your offices pay, so you keep the margin.
Annual co-branded Conecta licenses cost $1,000 per office (website design included). Monthly software payments cost $100 per office, per month. Monthly accounts can include website design with a first payment of at least $300.
| Payment option | Partner price | Website design |
|---|---|---|
| Annual | $1,000 per office, paid upfront | Included |
| Monthly | $100 per office, per month | Available with a first payment of at least $300 |
The monthly plan is its own $100-per-month software option. The annual co-brand price is $1,000 per office.
Co-brand partners choose what to charge their network. Conecta maintains and supports the software.
$1,000 per office, per year
Save $500 from the regular $1,500 annual price. Website design is included. The $1,000 annual payment is paid upfront, and the partner keeps whatever it charges above the $1,000 annual license cost.
$100 per office, per month
Start with a payment of at least $300. The remaining balance for the twelve-month arrangement is spread across the following eleven months. Conecta provides the exact twelve-month payment schedule before the partner commits.
$100 per month for co-brand partners
Sofia is not included in the Conecta software license and is billed separately. Regular Sofia pricing is $150 per month, and co-brand partners can add Sofia for $100 per month.
| Sofia pricing | Monthly price |
|---|---|
| Regular price | $150 |
| Co-brand partner price | $100 |
| Partner savings | $50 |
This section summarizes the required pricing terms and examples for co-brand partners.
Required commercial terms
Your logo, name, and colors on the Conecta interface your network sees. Your brand, our infrastructure.
One login to view all offices in your network, their activity, and their subscription status.
Transparent billing summary showing subscription amounts, estimated processing fees, and any added options for participating offices.
We help you launch to your first cohort. Your offices get up and running fast - under 7 days.
Fully English and Spanish throughout the platform, without an extra translation layer or additional configuration.
Conecta handles billing for participating offices based on the selected annual or monthly option. Website design terms apply when selected.
Every office in your network gets a complete practice management platform - not a feature, not a widget, a full system that replaces the tools they're already paying for separately.
Replaces: TaxDome, Textellent, Calendly, DocuSign, JotForm, and Wix - in one system. Most offices save money on day one.
| Feature | Status |
|---|---|
| Full Conecta platform - 150+ tax pros active | Live |
| Per-office dashboards | Live |
| Co-branded platform setup | Live |
| Billing for annual or monthly accounts | Live |
| Master network dashboard | Q2 2026 |
| Automated network onboarding | In Progress |
Annual co-brand Conecta licenses are $1,000 per office, per year. The $1,000 annual payment is paid upfront and includes website design for the participating office.
The monthly co-brand software price is $100 per office, per month. The monthly plan is separate from the $1,000 annual option.
Yes. Website design is included with the annual co-brand option.
Yes. Monthly accounts can include website design with a first payment of at least $300. The remaining balance is spread across the following eleven months, and Conecta provides the exact 12-month payment schedule before the partner commits.
The first payment is front-loaded so Conecta can begin designing the office’s website, while the rest of the package stays on a monthly payment schedule.
After the first payment of at least $300, the remaining balance for the 12-month arrangement is spread across the following eleven months. Conecta provides the exact payment schedule before the partner commits.
Sofia is Conecta's AI receptionist for tax offices. She answers office calls first, helps callers in English and Spanish, and keeps follow-up connected inside Conecta.
No. Sofia is separate from the Conecta software license, and it is billed as an add-on.
Co-brand partners can add Sofia for $100 per month. Regular Sofia pricing is $150 per month.
Yes. Sofia is billed separately from the Conecta software license, so you can add her only to the offices that need her.
Yes. Co-brand partners choose what they charge their network. For the annual option, partners keep whatever they charge above the $1,000 annual license cost.
Yes. The partner may resell or bundle the annual or monthly package at any price it chooses, including website design and Sofia.
Tell us about your network and we'll walk you through the exact setup for your size and structure. No commitment required.
Talk to Alberto → Or call / text: (619) 485-5663