Never Miss a Follow-Up Again
Conecta's AI handles client follow-ups in English and Spanish automatically. It learns what works and never misses a touchpoint, so you can focus on building relationships instead of chasing paperwork.
Tired of Juggling Multiple Tools to Manage Your Tax Clients?
Join our growing community of professionals who wanted something better.
Built specifically for tax pros, Conecta combines client management, communications, and workflows in one place.
Click the button below to learn more and have someone from Conecta reach out to get to know each other and see if we could help you grow.
Built for Tax Pros
by someone who's been there with you
IRS & FTC Compliant Community
Growing
Community
Secure
Platform
Does This Sound Familiar?
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You juggle papers, spreadsheets, phone calls, and too many apps. You still miss messages.
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You text from your cell, call from the office phone, email from Outlook or Gmail, and answer Facebook and WhatsApp. It’s chaos.
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Important client requests fall through the cracks. New leads don't get a reply. Documents take forever to send and come back.
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Your clients want to hear from you. You've built relationships with them. But it's hard because of all the little things that pile up.
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It's stressful. It costs you business.
What Tax Professionals Say
"Conecta helped me organize my client communications better. I can now respond to messages faster and my clients appreciate the professional portal."
"The bilingual features are exactly what I needed. My Spanish-speaking clients feel more comfortable using the platform."
"My team is 3x more productive now. We're organized, efficient, and nothing falls through the cracks. Tasks are assigned properly, progress is tracked, and everyone knows exactly what to do."
"We've become a well-oiled machine. My team is organized, efficient, and productive. Tasks are managed properly, work flows smoothly, and clients get the professional service they expect."
Meet Conecta: Your Growth Hub
Conecta puts everything you need to find, serve, and keep clients in one place. No more duct‑taping tools. No more switching tabs all day.
What's Included
Everything here works for any service you offer (tax prep, bookkeeping, payroll, ITIN, notary, and more). Every page is bilingual. There's a translation button across the app. Learn more about our features or read our latest tax tips.
Unified Communication
Never Miss a Client Message Again
Tax professionals using Conecta respond to clients 3x faster and report 40% higher satisfaction scores.
SMS, Email & WhatsApp
All channels in one unified inbox
All channels in one unified inbox
Instant Notifications
Real-time alerts for urgent messages
Real-time alerts for urgent messages
Team Collaboration
Internal notes and handoffs
Internal notes and handoffs
Client Dashboard
Filter: Tax Season 2024
247
Active Clients
$2.1M
Revenue
MR
Maria Rodriguez
Ready for Review
Individual
CG
Carlos Gonzalez
Documents Pending
Business
Smart CRM
Turn Client Data Into Revenue
Tax professionals using Conecta's CRM see 25% higher client retention and 60% faster onboarding compared to spreadsheets.
Tax-Specific Fields
W-2s, 1099s, business expenses, and more
W-2s, 1099s, business expenses, and more
Smart Segmentation
Auto-categorize by tax type and urgency
Auto-categorize by tax type and urgency
Revenue Tracking
Real-time pipeline and payment status
Real-time pipeline and payment status
Client Portal
A bilingual portal for messages, document uploads, e‑sign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
- Portal with your logo and colors
- Mobile-friendly document uploads and e-signatures
- Automated Google review requests after service
Marketing & Growth
Launch lead forms and full websites. Everything is mobile‑ready. Built‑in SEO checks, QR codes, and referral tracking turn clicks into clients.
- Lead capture forms and landing pages
- Built-in SEO optimization and QR code generation
- Referral tracking and client acquisition tools
Workflows
Build no‑code workflows that follow your playbook. Trigger on events (new lead, status change, payment). Auto‑create tasks, messages, and document requests. Keep single‑ or multi‑location teams in sync.
- Visual workflow builder with drag-and-drop
- Event-triggered automation (leads, payments, status changes)
- Multi-location team coordination and task management
Payments
Get paid faster with branded invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
- Branded invoices and mobile payment links
- Real-time payment tracking and overdue alerts
- Integration with popular payment processors
Trusted by Tax Professionals
🔒
Bank-Level Security
Your data is encrypted and secure with industry-standard protection.
🎯
Industry Expertise
Built by someone who's worked with thousands of tax pros
⚡
Lightning Fast
Built for speed and efficiency to help you serve more clients in less time.
⏰
Save Time Daily
Instead of spending your time in spreadsheets, you'll have time to build relationships with your clients
🔒
Secure & Private
Bank-level security for your sensitive client information
🌎
Bilingual Platform
Full English and Spanish support for all your clients.
Stop Losing Clients Because You're Too Busy to Follow Up
While you're buried in paperwork, your competitors are stealing your clients. Conecta's AI never sleeps, never forgets, and never drops the ball. It's like having a bilingual assistant who works 24/7 and gets smarter every day.
Turn Every Lead Into Revenue
Stop letting hot leads go cold. Conecta instantly scores, labels, and routes leads to the right person, so you never miss an opportunity to convert prospects into paying clients.
Eliminate the Paperwork Nightmare
No more hunting for missing documents. Conecta's AI instantly organizes everything and tells you exactly what's missing, so you can focus on tax preparation instead of document management.
From Chaos to Cash Flow
Turn client messages into action items automatically. Get AI-generated replies, task lists, and follow-ups, so you can scale your practice without burning out.
Why I Built Conecta
Carlos C. Lopez, EA (CEO, Latino Tax Pro) taught me community and education. John Hewitt (Jackson Hewitt, Liberty Tax) showed me playbooks and scale.
One day I needed to text hundreds of leads. The tool I had used a random phone number from far away. Other tools were slow or too expensive. I wired up a few APIs, added AI, hit send, and moved on with my day.
A few days later I realized I had built my own texting tool. I kept building. That small tool became Conecta.
Join now and lock your price for life. You also get unlimited users during Early Access.
Here's how Early Access Pricing compares to future pricing:
| Plan | Monthly (Early Access) | Monthly (Retail) | Annual (Early Access) | Annual (Retail) |
|---|---|---|---|---|
| Basic | $49/mo | $69/mo | $499/yr | $699/yr |
| Plus | $69/mo | $79/mo | $699/yr | $799/yr |
| Pro | $99/mo | $159/mo | $999/yr | $1599/yr |
Early Access perks:
- Unlimited team members included now (later plans may charge per user).
- Custom Website add‑on up to 60% off (free in the top plan).
- AI Everywhere included in the top plan and discounted in others.
- Onboarding & support so you start strong.
How Conecta Compares
Here’s a quick look at Conecta vs. other options:
| Practice Management Software | Generic CRMs | Conecta | |
|---|---|---|---|
| Tax‑specific | Limited | Missing/DIY | Stages, templates, portal included |
| Channels | Email/portal; texting add‑ons | Email; SMS/WhatsApp via plugins | Native email + SMS + WhatsApp |
| Bilingual | Rare | Rare | Built‑in across the app |
| Focus | Interna(tasks, documents) | Generic pipelines, email‑first | Communication & growth for tax pros |
| Complexity | High; need to buy lots of modules | High; app sprawl (5–6 tools) | So simple anyone that anyone that could read could use it |
| Pricing | Per‑user + add‑ons | Tool + plugin costs | Simple, no per‑user fees |
No other tool combines all this in one platform, with true bilingual support.
See Conecta in Action
Experience the real bilingual, AI‑powered Conecta platform focused on setting up this year's Tax School. No credit card required. Launch the demo and our AI assistant will guide you through the complete setup process step‑by‑step.
Why join today?
- Lock in Early Access Pricing for life.
- Keep unlimited users during Early Access.
- Get VIP onboarding and a head start before tax season.
- Help shape the roadmap with your feedback.
White-Label Conecta: Your Brand, Our Platform COMING SOON
Scale faster. Stay trusted. Grow your network.
Your Branding
Put your logo, colors, and domain on Conecta.
Powerful Dashboards
Give tax pros multi-office dashboards & workflows under your brand.
Bilingual Ready
You keep the relationship; we handle the tech in English y Español.
Wholesale Pricing
Access partner-level wholesale rates so you can scale profitably.
Built by a Tax Industry Insider
I spent a decade helping tens of thousands of tax pros grow their businesses. Along the way, I learned community and education from Carlos C. Lopez, EA (Latino Tax Pro), who built the first Spanish-speaking tax association in the U.S., invited directly by the IRS. I learned scale and systems from John Hewitt (Jackson Hewitt & Liberty Tax), the only founder to independently build some of the industry’s biggest names.
Out of that experience and frustration with existing tools, I built Conecta alone in my small apartment, working day and night with no sleep and no meals, just pure focus. The result is the first bilingual, AI-powered platform made for tax professionals that has everything they need to grow.
I'm currently seeking strategic partners and investors. Click below to learn more.
Frequently Asked Questions
What is Conecta, in one line?
Conecta is a bilingual, AI‑powered growth platform for tax pros. It unifies CRM, communications (text, email, WhatsApp, portal), workflows (no‑code triggers, tasks, reminders), payments, and multi‑office dashboards.
Is it hard to learn or set up?
No. If you can use a smartphone, you can use Conecta. We help you onboard, and you can import clients from CSV/Excel. Check out our getting started guide for step-by-step instructions.
How is this different from other tools?
Other tools are not built for tax pros or for bilingual work. Conecta is communication‑first and growth‑first, with native SMS/WhatsApp + email, EN/ES everywhere, and tax‑specific stages and templates. No per‑user fees for early access users.
What's the catch with Early Access Pricing?
There isn’t one. The table shows your locked‑in discount and unlimited users during Early Access. No long‑term contracts. Cancel any time. Keep your lower rate for life.
Can Conecta handle multiple offices and teams?
Yes. Roles and permissions, shared templates, per‑office branding, and roll‑up reporting are built in. Switch between locations or view them all from one dashboard.
Does the AI write content for me?
Yes. Conecta’s bilingual AI drafts marketing messages, subject lines, replies, workflow steps, and task lists across the app. You review and approve. While automations run, it analyzes results and suggests what to do next.
What does the Live Demo cover?
It helps you set up your Tax School with dates, sessions, messages (EN/ES), and follow‑ups—so you start strong. A successful Tax School leads to a successful tax season.
How do payments, the portal, and security work?
Clients can pay in the portal using branded pay links and invoices. You can see balances at a glance. Security includes short‑lived tokens, encryption in transit and at rest, and per‑office data isolation, plus consent logging for messaging compliance.