Scattered client tracking
Still tracking clients in spreadsheets, notebooks, and memory? Keep client records, households, messages, documents, and next steps in one place.
Built for Latino-owned and bilingual tax offices
The bilingual CRM built for tax offices
Stop running your tax office from spreadsheets, personal phones, and disconnected apps. Conecta brings your clients, messages, documents, appointments, payments, signatures, and follow-ups into one bilingual system — in English and Spanish.
$0 trial · No credit card required. Your account pauses after the trial unless you choose a paid plan.
- Stop running your office from spreadsheets, personal phones, and memory.
- Keep client texts, documents, reminders, and follow-ups connected to the client record — not scattered.
- Not translated after the fact. Built bilingual from the start.
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Problems we solve
What Conecta helps you fix
Personal-phone texting
Your client conversations should not live on someone’s personal phone. Conecta keeps business communication connected to the client record.
Missing document chasing
Still chasing W-2s, IDs, 1099s, and signatures manually? Follow up without losing track of who still owes what.
Missed follow-ups
Still missing follow-ups because everything lives in a different place? Stay on top of appointments, unpaid balances, review requests, and next-year retention.
Platform
Everything around the return, in one bilingual system
Conecta brings the front office of your tax practice into one bilingual platform.
Clients and households
Keep client profiles, family records, and next steps organized.
SMS, email, and client communication
Keep conversations connected to the client record.
Document collection
Track missing documents and help clients upload from their phone.
Appointments and reminders
Manage bookings and reduce missed appointments.
E-signatures
Send signature requests and follow up when forms are still unsigned.
Payments and balances
Track balances and send payment follow-ups from one system.
Tasks and workflows
Give your team clear work, deadlines, and client status.
Reviews and referrals
Follow up after the return and keep clients coming back.
Your stack
Conecta does not replace your tax software. It runs the office around it.
Keep using Drake, ProSeries, Lacerte, UltraTax, TaxSlayer Pro, or the tax prep software you already use. Conecta helps with everything around the return: client communication, document collection, appointments, signatures, payments, reminders, and follow-up.
Everything around the return
Client portal, unified inbox, document collection, bookings, e-signatures, payments, and reminders in one bilingual platform.
Works with your prep software
Conecta sits alongside the systems you already use to prepare and file returns.
FAQ
Free trial FAQ
Do I need a credit card?
No. You can request your trial without adding a payment method.
What happens after the trial?
Your account pauses unless you choose a paid plan.
Does Conecta prepare or file tax returns?
No. Conecta does not replace your tax software. It helps your office manage clients, messages, documents, appointments, payments, signatures, and follow-ups around the tax prep workflow.
Is Conecta bilingual?
Yes. Conecta is built for offices that work in English, Spanish, or both.
Who is Conecta built for?
Conecta is built for small tax offices, bilingual teams, Latino-owned tax offices, and tax pros serving English and Spanish-speaking clients.
My clients don't always want to use a portal. Does Conecta work around that?
Yes. Conecta is built around how clients actually communicate — text messages, mobile uploads, and reminders in the language they prefer. It's not just another portal login for your clients to learn.
Try the bilingual front-office system built for tax offices
Tax season doesn't slow down. Neither should your front office. Start your free trial today — no credit card, no setup fees, no risk.
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