Google Calendar
- Connect a Google Calendar for booking availability and event sync
- Show Google events on the internal Conecta calendar
- Create a Google Meet link on an appointment type when Google Calendar is connected
Connected Tools
Connect the tools your tax office already uses
Conecta connects calendars, email, video meetings, payments, WhatsApp, and Google Business Profile from Settings. Turn them on for the tools your tax office already uses.
Available now
These connections have office-facing setup screens in Conecta Settings. Availability can still depend on plan, permissions, and a successful provider connection.
Microsoft Outlook
- Connect Outlook Calendar for availability and calendar display
- Connect Outlook Mail for office email sending and receiving
- Keep Microsoft calendar commitments off open booking slots
Gmail
- Connect Gmail as an office sending and receiving identity
- Use the connected mailbox from Inbox conversations
Zoom
- Connect Zoom from Settings
- Create, update, and remove Zoom meetings when appointments change
- Enable Zoom on specific appointment types
Stripe
- Connect Stripe to collect client payments
- Send payment requests, invoices, and recurring billing from Inbox
- Let clients pay eligible balances in the portal
- Connect WhatsApp from Settings using Meta onboarding
- Reply to WhatsApp conversations in Inbox when the contact and office channel allow it
Google Business Profile
- Connect Google Business Profile from Settings
- Manage reviews and profile details from Conecta's Google dashboard
- Send a Google review request from Automations
Also built into Conecta
Phone, Sofia, office email, and automation webhooks are part of Conecta itself.
Conecta Phone
Inbound and outbound calling, staff extensions, voicemail, call routing, and calling from Inbox. Conecta Phone is the office phone system. See Conecta Phone.
Sofia
Sofia is the bilingual AI receptionist. She answers calls in English and Spanish and works with the Conecta phone system. See Sofia, the AI receptionist.
Office email sending
Campaigns and Inbox email use the office sending identity you configure in Conecta.
Automation webhooks
An Automation can send selected contact fields to a URL you provide, so follow-up can reach another system your office already uses.
Use them with the rest of the office
Connected calendars, mailboxes, payments, and WhatsApp show up in the same client work your team already does.
Appointment SchedulingUse Google Calendar, Outlook Calendar, Zoom, and Google Meet on booking.
InboxUse connected email, WhatsApp, payments, and calling from the client conversation.
Client PortalCollect documents and payments after Stripe and portal branding are set up.
Connect the calendar, mailbox, and payments you already have
Set them up in Conecta Settings, then keep the client work in one office system.