📚 Help Center
Get help with Conecta - the bilingual CRM platform designed specifically for tax professionals
What is Conecta?
Conecta is an AI-powered growth platform that helps tax professionals communicate with clients using one bilingual platform. Manage SMS, WhatsApp, Email, Client Portal, Tasks, and AI assistant all in one place. See all features or read our latest insights.
Key Features:
- 📱 Dashboard & Contact Management - Central hub for managing contacts and viewing business metrics
- 💬 Inbox & Messaging - Send SMS, emails, and WhatsApp messages in one place
- ✅ Task Management - Complete task system with assignment and tracking
- 🔄 Workflows & Automation - Automate follow-ups and client processes
- 👥 Team Chat - Internal messaging system for your team
- 🔐 Client Portal - Secure document uploads and client communication
🚀 Getting Started with Conecta
New to Conecta? Here's how to get up and running quickly:
Sign Up
Create your account
Add Contact
Import your first client
Send Message
Test communication
Set Workflow
Automate processes
Add Your First Contact
Start by adding a contact to your database
- Go to your Dashboard
- Click the 'Add Contact' button
- Fill in the contact details
- Save the contact
Send Your First Message
Test the messaging system
- Go to Inbox
- Select a contact
- Click 'Send SMS' or 'Send Email'
- Compose and send your message
Set Up Your First Workflow
Automate your follow-up process
- Go to Workflows
- Click 'Create Workflow'
- Set up a trigger (e.g., new contact added)
- Add actions (e.g., send welcome email)
Invite Team Members
Get your team on board
- Go to Settings
- Click 'Team Members'
- Click 'Invite Team Member'
- Enter email and assign role
📖 Available Help Articles
Comprehensive guides for specific features:
Understanding Roles & Permissions
Learn about the different roles in Conecta and what each can do. Understand how permissions work and how to view your access level.
Template Management Guide
Learn how to browse, upload, organize, and use document templates. Create custom templates for your business needs.
Document Request System Guide
Create, send, and track professional document requests. Automate document collection from clients.
Folder Management Guide
Organize contacts into logical groups with folders. Create custom folder structures for better organization.
❓ Frequently Asked Questions
How do I get started with Conecta?
Sign up for an account, add your first contact, and start sending messages. Follow our 4-step getting started guide above.
Is Conecta bilingual?
Yes! Conecta supports both English and Spanish, making it perfect for tax professionals serving Hispanic communities.
Can I import my existing contacts?
Absolutely! You can import contacts from CSV files and other systems to get started quickly.
What types of messages can I send?
Conecta supports SMS, email, and WhatsApp messaging, all from one unified inbox.
Is my data secure?
Yes, we use enterprise-grade security with Firebase authentication, AWS encryption, and comply with IRS Publication 4557.
Can my team collaborate on Conecta?
Yes! Invite team members with different roles and permissions, and use the internal team chat for collaboration.
Ready to Get Started?
Join tax professionals who are already using Conecta to streamline their client communication and grow their business.