Collect
Clients bring documents to your office or upload them through your branded page.
Turn your insurance agency into a tax drop-off point.
Offer tax preparation to the clients who already trust you, without preparing the returns yourself. Your agency handles the relationship and intake. A qualified tax professional handles the return.
Included in your one-time $497 setup: branded landing page, secure upload link, QR code, in-office intake and return tracking, plus 2 desk flyers, 1 poster, and 1 door sticker.
$497 one time
No monthly fee
Your agency earns 50%
Four steps from client to completed return.
Conecta keeps the documents, communication, status, and payment workflow connected while each side does what it does best.
Prepare
A qualified tax professional receives the tax job and prepares the return.
Pay
The client completes payment before the final documents are released.
Earn
Your agency receives 50% of the tax-preparation fee generated by your clients.
Your agency keeps the relationship and earns half.
This is a new service for clients you already have. You do not need to hire a tax preparer or build a tax department. Add the service to your agency, help clients start the process, and follow their tax job inside Conecta.
50%
of the tax-preparation fee goes to your agency
20 clients×$300 average fee
Your agency$3,000
Example only. Actual return pricing and client volume will vary.
You bring the client. Conecta keeps the work moving.
Own the local relationship.
- Tell clients tax preparation is available
- Collect documents or share the upload link
- Help clients start their intake
- See job status and support the relationship
- Receive 50% of the tax-preparation fee
Handle the tax workflow.
- Organize intake, documents, and communication
- Connect the job to a qualified tax professional
- Handle preparation and missing-information requests
- Track progress from intake through completion
- Manage payment and final-document release
Everything your agency needs to start for $497.
Your one-time setup includes the digital tools below, plus printed collateral for your office.
Branded landing page
A simple place to explain the service and send clients to begin.
Client upload link
Clients can securely submit their information and tax documents online.
QR code
Make your intake page easy to share from your office, phone, or print materials.
In-office intake
Collect and upload documents for clients who prefer to visit your agency.
Connected status
Follow each return from intake through missing documents, payment, and completion.
Earnings visibility
See the tax fees generated through your Drop-Off Point and your 50% share.
Physical collateral included
Ready for your office.
These printed materials are included in the one-time $497 setup.
- 2 desk flyers
- 1 poster
- 1 door sticker
Built by people who know tax and insurance.
Founder & CEO
Alberto Contreras
Alberto spent a decade in the tax industry before building Conecta. He previously served as CRO at Latino Tax Pro and Growth Director at ATAX, supporting thousands of tax professionals nationwide.
VP Business Development
Jess Corrick
Jess is a strategic partnerships leader and growth executive with more than 30 years of experience across insurance, tax, technology, and telehealth. He builds partnerships that expand market reach, identifies new opportunities, and leads business development that creates mutual value.
One-time startup
$497
No monthly fee
Sign up today and start your onboarding.
The one-time $497 setup includes your digital Drop-Off Point tools, 2 desk flyers, 1 poster, and 1 door sticker. After payment, you will receive your onboarding link and next steps.
Branded intake
Document workflow
Printed office collateral
50% agency share
Drop-Off Point questions.
The model is designed for insurance agencies that want to add tax preparation without preparing returns themselves.
Do I have to prepare tax returns?
No. A qualified tax professional handles the tax preparation.
How do clients submit their documents?
They can bring documents to your agency or upload them online through your branded Drop-Off Point page.
What does it cost?
The startup fee is a one-time payment of $497. It includes the digital Drop-Off Point tools, 2 desk flyers, 1 poster, and 1 door sticker. There is no monthly fee for the insurance agency.
What does my agency earn?
Your agency receives 50% of the tax-preparation fee.
What happens after I pay?
You will receive an email with your onboarding link and next steps.
Add tax preparation to your insurance agency.
Start for $497 one time. No monthly fee. Your agency earns 50% of the tax-preparation fee.