Conecta — Pricing (Single‑File, i18n Fixed)

Basic

Tax Pros that have been around 3 years or less

Basic Monthly Basic Annual

$69/mo$49/mo

$699/yr$499/yr

Communication

2‑Way Texting iSend and receive SMS directly inside Conecta, with conversations logged in the client record.
Email iSend individual emails or use templates for faster, consistent communication.
Email Broadcasts iSend announcements or seasonal newsletters to many clients at once.
Notifications & Alerts iReal-time notifications for staff and clients (e.g., new lead submitted a form).
Text Blasts iReach groups of clients instantly with SMS campaigns like reminders or promotions.
Unified Inbox iView SMS, email, WhatsApp, and portal messages in one thread so nothing gets missed.

CRM & Client Experience

Bilingual iSwitch the app, client portal, and client-facing messages between English and Spanish.
Campaigns iRun SMS/email campaigns for marketing, reminders, or education.
Contacts Database iCentral place for all clients and leads with search, filters, and tagging.
Saved Views iQuickly recall filtered lists like “2024 Clients” or “Warm Leads.”

Marketing & Growth

Mobile Friendly iEvery page is built with mobile users in mind.
Website Review iAutomated SEO and performance scans with actionable recommendations.

Operations

Exports iDownload contacts, reports, or logs to CSV/Excel.
Import Wizard iImport clients/leads from CSV, Excel, or tax software.
Workflows — Basic iSimple automations for reminders, confirmations, and follow‑ups.

Payments

Pay Links — Conecta Branding iShare quick pay links to collect payments under Conecta’s brand.

Platform & Security

Automatic Session Renewal iKeeps users logged in securely without long‑lived tokens.
Consent & Opt‑in Logging iStore SMS/email opt‑in data for compliance with timestamps.
Data Isolation iEach office’s data is isolated at the database level (org_id).
End‑to‑End Encryption iTLS 1.3 in transit, Postgres encryption at rest.
Secure Logins iShort‑lived sessions with rotating refresh tokens.
Token‑Based Security iJWT/OAuth2 with org‑scoped, refreshable tokens.
Two‑Factor Authentication (2FA) iSecure staff and client logins with SMS or authenticator codes.

Plus

Tax pros who want to work on their business and not in it

Plus Monthly Plus Annual

$79/mo$69/mo

$799/yr$699/yr

Includes: Everything in Basic

Communication

Appointment Bookings — Standard iOnline booking for default services (Tax Prep, Bookkeeping, Payroll, ITIN, Notary).
Team Chat & Collaboration iPrivate team chat with channels and client threads.

CRM & Client Experience

Client Portal iSecure portal where clients can message, upload documents, and pay invoices.
Client Status Tracking iShow clients a simple progress bar inside their portal.
Client Surveys & Feedback iSend short satisfaction surveys after service completion.
Custom Tags & Fields iTag clients and create custom fields.
Document Storage iSecurely store and organize files per client.
E‑Signatures iCollect legally binding electronic signatures.
Google Reviews Automation iAutomatically send review requests after service.
Retention Dashboards iTrack year‑over‑year return rates and see who hasn’t returned.
Self‑Service Uploads iClients upload documents securely from desktop or phone.
Tasks & To‑Dos iAssign and track tasks with due dates.

Marketing & Growth

Lead‑Capture Forms — Conecta Brand iUse Conecta’s branded forms to capture new leads online.
QR Code Generator iAuto‑generate QR codes for landing pages, forms, or payments.
Referral Tracking iTrack which clients or partners referred new business.
Website Creation — Template iLaunch a ready‑made website using templates.

Operations

Activity Tracking iSee all messages, uploads, and actions in a client timeline.
Audit Logs iRecord every login, upload, message, or payment.
Pipeline Reports iVisualize lead → client → repeat client journey.
User Roles & Permissions iControl access by role.
Workflows — Advanced iMulti‑step automations with conditional logic.

Payments

Invoices — Conecta Branding iSend invoices with Conecta’s default style.
Payment Tracking iTrack paid and overdue invoices.
Portal “Pay Now” iClients pay directly inside the portal.

Platform & Security

Accounting Integrations iConnect to QuickBooks and Xero.
Audit‑Ready Logs iCentralized logs for compliance.
ReCAPTCHA on Public Forms iPrevent spam and bot submissions.

Pro

Tax pros who own multiple locations, or want it cobranded

Pro Monthly Pro Annual

$139/mo$99/mo

$1,399/yr$999/yr

Includes: Everything in Plus

Communication

Appointment Bookings — Custom iOnline booking for any services you add.

CRM & Client Experience

Branded Client Portal iAdd office logo, colors, and custom domain.

Marketing & Growth

Lead‑Capture Forms — Your Brand iFully customizable lead forms with your logo and colors.
Website Creation — Custom iProfessionally designed custom website.

Operations

Multi‑Location Management iManage multiple offices with roll‑up reporting.
Workflows — Build Your Own iDrag‑and‑drop workflow builder for unlimited custom automations.

Payments

Invoices — Your Brand iWhite‑label invoices with your logo and business info.
Pay Links — Your Brand iBranded payment links with your business name and logo.

Platform & Security

API & Webhooks iBuild custom integrations and automate external workflows.

Conecta Features And Pricing

Communication

CRM & Client Experience

Marketing & Growth

Operations

Payments

Platform & Security

Add-ons