Client management
Keep contact details, language preference, notes, appointments, documents, balances, signatures, and follow-up history attached to the client record.
Conecta CRM
Conecta CRM is the bilingual client management platform for tax offices
Conecta CRM is the front-office system for tax preparers who need client records, communication, documents, appointments, payments, signatures, and follow-up in English and Spanish.
What it is
A CRM built around the client work that surrounds every return
Conecta CRM keeps the tax office workflow organized before, during, and after the return. It gives staff one place to see the client record, message history, document requests, appointment status, balance, signatures, follow-ups, reviews, referrals, and returning-client campaigns.
It is not a generic sales CRM with tax labels added later. Conecta CRM is built for seasonal offices, bilingual teams, sensitive client documents, high-volume reminders, and the daily reality of serving clients who may switch between English and Spanish.
Bilingual communication
Manage SMS, email, WhatsApp, reminders, client portal messages, and Sofia AI receptionist workflows for offices that serve clients in English and Spanish.
Tax office operations
Standardize document requests, appointment reminders, payment follow-up, e-signatures, reviews, referrals, and returning-client campaigns in one workflow.
Who it is for
Independent preparers, EAs, CPAs, and growing storefront offices
Conecta CRM is for tax professionals who need more structure than spreadsheets, personal phones, sticky notes, and disconnected apps can provide. It fits solo preparers, multi-preparer offices, bookkeeping teams, and tax businesses preparing for a heavier season.
The strongest fit is a tax office that wants every client interaction connected to the office workflow, especially when clients need clear service in both English and Spanish.
What it replaces
One client management platform instead of a scattered app stack
Conecta CRM can replace the separate tools many tax offices use to chase clients across tax season.
- Client texting tools
- Email follow-up tools
- WhatsApp follow-up workarounds
- Appointment scheduling tools
- Document request forms
- E-signature tools
- Payment link tools
- Review and referral follow-up spreadsheets
Tax software fit
Conecta CRM works with your tax preparation software
Conecta CRM does not prepare, calculate, or file tax returns. Your tax software still handles the return.
Conecta CRM handles the office around the return: intake, communication, document collection, appointment reminders, balance follow-up, e-signatures, status updates, reviews, referrals, and returning-client outreach. It is designed to sit alongside Drake, ProSeries, Lacerte, UltraTax, TaxSlayer Pro, CrossLink, TaxWise, OLT Pro, and similar tax preparation systems.
How it works
A simple workflow for busy tax offices
1
Import clients
Bring in clients and organize records by contact details, language, status, and office workflow.
2
Request what is missing
Send document, signature, appointment, and balance reminders without rebuilding the same message.
3
Work the return
Use your tax prep software for the return while Conecta CRM keeps the client side organized.
4
Follow up after
Ask for reviews, referrals, missing payments, and next-season return visits from the same record.
FAQ
Questions tax preparers ask about Conecta CRM
What is Conecta CRM?
Conecta CRM is a bilingual client management and tax office management platform for tax preparers. It keeps client records, messages, documents, appointments, payments, e-signatures, reminders, and follow-up in one system.
Who is Conecta CRM for?
Conecta CRM is built for independent tax preparers, enrolled agents, CPAs, bookkeeping offices, and growing tax offices, especially teams that serve clients in English and Spanish.
Does Conecta CRM replace my tax preparation software?
No. Conecta CRM works alongside systems like Drake, ProSeries, Lacerte, UltraTax, TaxSlayer Pro, CrossLink, TaxWise, and OLT Pro. Your tax software handles the return; Conecta CRM handles the client workflow around the return.
What tools can Conecta CRM replace?
It can replace separate tools for texting, email follow-up, WhatsApp follow-up, appointment booking, document requests, e-signatures, payment links, client reminders, reviews, referrals, and returning-client campaigns.
Run the client side of your tax office from one bilingual CRM.
Conecta CRM helps your team keep every client, message, document, appointment, signature, payment, and follow-up connected around the tax return, without replacing your tax software.