Client management
Keep contact details, language preference, notes, appointments, documents, balances, signatures, and follow-up history attached to the client record.
Conecta CRM
CRM for Tax Preparers and Tax Professionals
Conecta CRM helps tax preparers manage clients, communication, documents, appointments, payments, signatures, and follow-up in one place. It works in English and Spanish and alongside the tax preparation software your office already uses.
What it is
A Tax Office CRM Built Around the Entire Client Journey
Conecta is a tax office CRM for tax preparers who need client management and client communication 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. This CRM for tax professionals 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.
Comparing platforms? Review the TaxDome alternative comparison for a direct look at migration, bilingual workflow fit, and client communication.
Explore the tax office CRM features, or see how bilingual CRM workflows support offices serving clients in 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
What Tax Preparers Should Look for in a CRM
A CRM for a tax office has to do more than store names and phone numbers. It needs to support the work that happens before, during, and after the tax return.
- Client records and notes
- SMS, email, and WhatsApp communication
- Document requests and secure client portal
- Appointment scheduling and reminders
- Payments and e-signatures
- Tasks, stages, and follow-up
- English and Spanish client communication
- Multi-user and multi-office visibility
For phone calls and appointment requests, see Conecta’s AI receptionist for tax offices.
Tax software fit
Works Alongside the Tax Software You Already Use
Conecta does not prepare or file the tax return. Your tax software handles the return. Conecta manages the client experience and office workflow around it.
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 the best CRM for tax preparers?
The best fit depends on your office’s client management and communication needs. Conecta brings client records, SMS, email, WhatsApp, documents, appointments, payments, e-signatures, and follow-up into one platform for tax offices working in English and Spanish.
Does Conecta replace my tax software?
No. Your tax software prepares and files the return. Conecta manages the client experience and office workflow around it.
Can Conecta manage client documents and messages?
Yes. Conecta keeps document requests and client documents connected to the client record and brings SMS, email, WhatsApp, and client portal messages into the office workflow.
Is Conecta bilingual?
Yes. Conecta works in English and Spanish for client communication and office workflows.
Can multiple staff members use Conecta?
Yes. Conecta Pro includes unlimited users and team visibility, so multiple staff members can work in the platform.
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.
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.
See how Conecta CRM fits your tax office
Tell us about your workflow and we will help you evaluate the right setup.