Collect
Clients bring documents to your office or upload them through your branded page.
Conecta Drop-Off Point
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.
$497 one time
No monthly fee
Your agency earns 50%
How it works
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.
A new service for clients you already have
Your agency keeps the relationship and earns half.
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.
Clear responsibilities
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
Included with your Drop-Off Point
Everything your agency needs to start.
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.
One-time startup
$497
No monthly fee
Start your Drop-Off Point
Sign up today and start your onboarding.
After payment, you will receive your onboarding link and the next steps for setting up your Conecta Drop-Off Point.
Branded intake
Document workflow
50% agency share
Frequently asked questions
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. 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.
Conecta Drop-Off Point
Add tax preparation to your insurance agency.
Start for $497 one time. No monthly fee. Your agency earns 50% of the tax-preparation fee.