Tax Office CRM Features That Keep Client Work Connected
Conecta connects your client records to a unified inbox, document requests, appointments, payments, and e-signatures. Your team can see the next step in the same tax office CRM while clients use a bilingual portal to send what you need.
Workflows and automations help staff move each case forward. Conecta Phone and Sofia, the bilingual AI receptionist, support calls; integrations connect the tools your office already uses. Start with the tax office CRM overview, or use this directory to explore each feature.
Explore Conecta's tax office CRM features
Keep clients, leads, households, businesses, tags, custom fields, and opt-in preferences on one tax-office record.
Open feature page → CommunicationInboxHandle email, SMS, WhatsApp, calls, documents, payments, and follow-up from the same client conversation.
Open feature page → OperationsTasksTrack return prep, document requests, and recurring processes with deadline-aware task management.
Open feature page → SchedulingAppointment SchedulingPublish bilingual booking links, control team availability, and manage appointments from one connected calendar.
Open feature page → GrowthCampaignsSend targeted email, SMS, and MMS broadcasts or launch automated drip campaigns for leads and clients.
Open feature page → AutomationAutomationsTrigger bilingual messages, waits, tasks, document requests, e-signatures, portal actions, reviews, and follow-up automatically.
Open feature page → Office ManagementWorkflowsManage office processes with custom stages, per-contact checklists, assignments, priorities, notes, and progress tracking.
Open feature page → Client ExperienceClient PortalGive clients a clean place to upload documents, review requests, and move through your workflow.
Open feature page → PhoneConecta PhoneInbound calling, outbound calling, staff extensions, voicemail, routing, and calling from Inbox.
Open feature page → AI ReceptionistSofiaBilingual AI receptionist that answers calls in English and Spanish on top of the Conecta phone system.
Open Sofia page → Client FilesDocumentsCollect tax documents, send document-request packets, and keep client files on the contact.
Open feature page → SignaturesE-SignaturesSend a PDF for electronic signature, set the fields, and review history on the client record.
Open feature page → Getting PaidPaymentsCharge through Stripe, send invoices and payment requests, and let clients pay in the portal.
Open feature page → Connected StackIntegrationsConnect Google Calendar, Gmail, Outlook, Zoom, Stripe, WhatsApp, and Google Business Profile from Settings.
Open feature page →Want to see how these features work together?
Book a demo to see how Conecta turns disconnected client work into one operating system for your office.