Getting started
Set up your office, add your first clients, and confirm your account basics.
- Add a contact
- Invite staff
- Check roles and permissions
Conecta Help Center
Find the next step for common Conecta setup, messaging, document, portal, booking, and account questions. Support is available in English and Spanish.
Choose a topic
Start with the area of Conecta you are trying to use. These cards are organized by the tasks tax offices ask about most.
Inbox and messaging
Send client messages, check failed texts, and keep conversations in one place.
- Send SMS or email
- Review failed messages
- Use bilingual replies
Documents
Request files, organize uploads, and help clients get documents into Conecta.
- Send a document request
- Use templates
- Find uploaded files
Client portal
Help clients sign in, upload documents, and use their secure portal link.
- Send portal access
- Reset client access
- Explain uploads
Bookings
Share booking links, confirm appointments, and reduce scheduling back-and-forth.
- Share a booking link
- Check appointment details
- Update availability
Sofia
Review Sofia calls, client follow-ups, and AI receptionist setup questions.
- Check call activity
- Review handoffs
- Update office instructions
Billing and payments
Find help with subscriptions, payment links, and account billing questions.
- Check billing status
- Ask about plan changes
- Review payment setup
Account settings
Update team access, office information, language preferences, and login details.
- Reset password
- Change language
- Update office details
Most common tasks
If you are new to Conecta, these are the first actions most offices need during setup or tax season.
Add a client
Create the contact, add the best phone number and email, then save the client.
Send a text
Open the client conversation, choose SMS, write the message, and send.
Request documents
Use a document request so the client knows exactly what to upload.
Invite staff
Add team members from settings and assign the access they need for their role.
Help by role
Owners, staff, and clients come to support with different questions. Pick the path that matches the person who is stuck.
Office owner or admin
Focus on setup, team permissions, office settings, billing, reporting, and workflow decisions.
Office staff
Focus on daily work: client messages, document requests, contact updates, tasks, and appointment details.
Client uploading documents
Focus on portal access, upload steps, password resets, and confirming the office received the file.
Tax season quick fixes
When the office is busy, start with the fast checks before opening a support request.
A client says they did not get a text
Confirm the phone number, check the conversation history, and send support the contact name if the message still does not arrive.
A client cannot upload documents
Confirm they are using the latest portal link, then ask whether they are on mobile or desktop.
A staff member cannot access something
Check their role, office access, and whether they are signed into the correct email account.
Frequently asked questions
Short answers for the support issues that come up most often.
How do I reset my password?
Use the password reset option on the Conecta sign in page. If you do not receive the email, contact support.
Why did my SMS fail?
Check that the phone number is valid, the contact can receive SMS, and your account messaging setup is active. Contact support if the message still fails.
How do clients upload documents?
Clients upload documents through the Conecta client portal or a document request sent by your office.
How do I invite my team?
Admins can invite staff from account or team settings, assign access, and update permissions as roles change.
Can support help in Spanish?
Yes. Conecta support is available in English and Spanish.
What should I include when contacting support?
Include the client name, page or feature, what you expected to happen, and what happened instead.
Still need help?
Contact Conecta support with the exact client, message, upload, booking, or account issue. That gives the team enough context to respond faster.