Conecta: A Bilingual, AI-Driven Platform for Professional Services
Conecta streamlines the professional services industry with a unified system that integrates bilingual communication, AI automation, and built-in marketing tools. It enables firms to scale efficiently across tax, insurance, and real estate sectors, without juggling multiple platforms.
Strategic Advisory Network
Market Context
The U.S. professional services landscape is vast yet underserved:
With a $3.6 trillion Latino GDP, the need for year-round, bilingual workflows is clear.
Among 5.1 million Hispanic-owned businesses, Conecta ensures Spanish isn't an afterthought—it's native to the experience.
Market Size (TAM/SAM/SOM)
All tax/accounting software spend
Small tax offices (1-10 employees)
5-year realistic capture (10% of SAM)
With ~85,000 small tax offices in the U.S. and growing Hispanic market penetration, Conecta targets a substantial and underserved segment with clear expansion potential.
The Problem
Current platforms fragment core operations across disconnected systems:
- TurboTax/Intuit: English-only, lacks automation and marketing.
- H&R Block: Separate tools for tax, CRM, and communication.
- Liberty Tax: Expensive and English-first.
- Generic Practice Software: No AI or bilingual automation.
Competitive Landscape
How Conecta compares to existing solutions in the market:
| Feature | Conecta | TaxDome | Canopy | Karbon | Generic CRM |
|---|---|---|---|---|---|
| Bilingual (EN/ES) | ✅ Native | ❌ English-first | ❌ English-only | ❌ English-only | ❌ English-only |
| AI Automation | ✅ Built-in | ⚠️ Limited | ⚠️ Limited | ⚠️ Limited | ❌ None |
| All-in-One Platform | ✅ Yes | ✅ Yes | ⚠️ Partial | ⚠️ Partial | ❌ No |
| Marketing Tools | ✅ Included | ❌ No | ❌ No | ❌ No | ❌ No |
| Pricing (per office) | $69–$99/mo | $50–$150/mo | $99–$299/mo | $79–$179/mo | $50–$300+/mo |
| Setup Fees | $250–$1,000 | $0–$500 | $0 | $0 | Varies |
| Target Market | Tax pros (bilingual focus) | Tax/accounting | Accounting firms | Accounting firms | General business |
The Conecta Advantage
Conecta provides one seamless, AI-powered platform for tax preparation, client management, and marketing, fully bilingual and automation-ready.
Core Features
Contacts (Centralized CRM)
AI-powered bilingual Smart Replies for SMS and email with quick actions (Pay, Request Docs, Book Meetings). Intelligent auto-tagging for ITIN, business clients, or prior-year non-filers. Dynamic audience segmentation for marketing campaigns.
Inbox (Unified Communication)
AI summarizes messages and suggests bilingual responses. Secure document uploads with status tracking and folder management. Integrated Client Portal with e-signature workflows compliant with IRS and FTC standards.
Teams Chat (Internal Collaboration)
Channels, DMs, @mentions, and file sharing. AI-generated summaries and actionable next steps from discussions.
Tasks (Streamlined Workflow)
AI auto-assigns deadlines and prioritizes tasks. One-click bilingual checklists for ITIN/1040/1120S. Smart filters by contact, staff, due date, or priority.
Settings (Organizational Control)
Role-based access control with granular permissions. Team management, billing, and account settings. Secure configuration options.
Help Desk & Conecta Bot
Real-time AI support embedded across every page. Automated bilingual responses for quick assistance. Intelligent task notifications and reminders.
Marketing & Workflow Automation (Next Phase)
- Automated campaigns via SMS and email in both languages.
- AI-driven lead nurturing and segmentation.
- Workflow triggers for reminders, progress tracking, and partner white-label branding.
Founder's Journey & Traction
Guided by Carlos C. Lopez, EA (founder of the first Spanish-speaking tax association) and John Hewitt (creator of 9,000+ franchise locations), I built Conecta from my Tijuana apartment—without funding or a team—to give professionals a bilingual, AI-native, and affordable software alternative.
Sales Performance Metrics
Founder-led sales have achieved exceptional efficiency:
With 100% organic acquisition and zero customer acquisition cost (excluding founder time), Conecta has achieved immediate ROI on each sale. The high close rate demonstrates strong product-market fit and a compelling value proposition that resonates immediately with prospects.
Early Traction (Month 3-6)
Conecta has achieved exceptional early-stage traction, outperforming most bootstrapped SaaS companies at this stage:
Conecta's pipeline includes 200+ warm leads, 1,000+ cold leads, and a robust Facebook network of tax professionals generating dozens of demo requests monthly.
Unit Economics
100% organic acquisition
Based on $99/mo, 3-year avg retention
Infinite with $0 CAC
Immediate ROI on each sale
With zero customer acquisition cost and high average revenue per user ($300+ first month), Conecta achieves immediate payback on every customer. The combination of high LTV ($3,600+ over 3 years) and zero CAC creates exceptional unit economics that enable profitable growth without external funding.
End-of-Year Milestones:
- IRS- and FTC-compliant e-signature system live.
- Workflows and Campaign modules launched.
- Migration to AWS or Google Cloud (approved for both startup programs).
Pricing Philosophy
Conecta delivers high-quality, transparent pricing, no per-user, storage, or contact limits.
Pro Plan (per office): $159/month or $1,399/year
- Unlimited users & contacts
- AI automation included
- Bilingual support
- Website redesign
White-Label Program: Tailored for service bureaus and associations.
Setup Fee: $2,000 (includes):
- Custom branding (logo, colors, subdomain)
- Three office licenses
- Comprehensive onboarding and training
- Admin dashboard for sub-account management
Ongoing Licenses: 60% of retail ($95.40/month per office)
Add-ons: AI automation ($12/month) • Websites ($299)
Request a Call
If you're interested in a strategic role in Conecta's growth and meet the criteria above, share your details and we'll reach out if there's a potential fit.
Revenue Models: Path to $1M ARR
| Scenario | Offices | White-Labels | Monthly Revenue | Annual Revenue |
|---|---|---|---|---|
| Base Case | 500 | 0 | $79.5K MRR | $954K ARR |
| Growth Case | 400 | 3 | $93.6K MRR | $1.12M ARR |
| Optimized Case | 300 | 3 | $87.7K MRR | $1.05M ARR |
| Expansion Case | 700 | 5 | $111.3K MRR | $1.34M ARR |
Security and Compliance
- Data Protection: Org-level isolation, least-privilege access, and full audit trails.
- Messaging Compliance: A2P registration and delivery monitoring.
- E-Signatures: Built to meet IRS and FTC data standards.
- Privacy: Designed to exceed federal safeguards.
Customer Testimonials
Early customers are seeing real value and becoming advocates:
"Game Changer for Our Practice"
"Conecta replaced 5 different tools we were using. The bilingual features mean we can finally serve our Spanish-speaking clients properly. Our team saves 6-8 hours per week on admin tasks."
"Best Investment We Made This Year"
"The AI automation handles so much of our client communication. We've seen a 40% reduction in no-shows thanks to automated reminders, and our clients love the bilingual portal."
"Finally, Software Built for Us"
"Other platforms treat Spanish as an afterthought. Conecta understands our market. The setup was worth every penny—we're already seeing ROI in the first month."
Strategic Advantages & Competitive Moat
Conecta possesses several "unfair advantages" that position it for sustained growth:
Deep Domain Expertise & Network
Founder's insider knowledge of tax professional workflows and established industry relationships create trust and credibility that competitors cannot easily replicate. Active presence in tax communities generates organic leads at zero cost.
High-Value Revenue from Day One
Self-funding growth through high-ticket sales ($250–$1,000 setup fees) and premium subscriptions ($69–$99/month) means Conecta can reinvest revenues into product development and hiring without external funding pressure.
Community-Led Growth Engine
Organic word-of-mouth and referral loops within the tight-knit tax professional community create a sustainable acquisition channel. Facebook posts reaching 1K–3K niche views generate dozens of demo requests monthly.
Delightful Customer Experience
High-touch onboarding, rapid feature enhancements, and responsive support result in zero churn and enthusiastic customer advocacy. Early customers are upgrading plans and referring peers, creating a viral growth coefficient.
Agility and Speed
As a small founder-led team, Conecta can ship features and adapt based on customer feedback faster than larger incumbents. This responsiveness wins deals that competitors lose due to missing features.
Vertical SaaS Focus
Laser focus on tax professionals means every feature is tailored to their specific needs, creating a product that feels custom-fit and increases switching costs. This vertical wedge strategy has proven successful for companies like ServiceTitan and TaxDome.
Risk Mitigation & Scaling Strategy
We've identified key risks and have concrete plans to address them:
Founder Dependency → Sales Team Expansion
Risk: Sales bottleneck as founder handles all demos.
Mitigation: Hiring first sales rep in next 6-12 months. Documenting sales process and creating training materials. Founder will focus on high-value deals and product vision.
Scaling Onboarding → Productization
Risk: High-touch onboarding doesn't scale with growth.
Mitigation: Creating standardized onboarding videos, checklists, and in-app guided setup. Training implementation partners. Maintaining premium setup service as optional add-on.
Market Saturation → Channel Diversification
Risk: Organic reach may plateau in current niche.
Mitigation: Expanding to SEO content, YouTube channel, tax conference presence, and strategic partnerships. Formalizing referral program. Layering in paid marketing when CAC remains low.
Competition → Moat Strengthening
Risk: Competitors may react to Conecta's traction.
Mitigation: Doubling down on customer success, community engagement, and rapid innovation. Building ecosystem integrations. Maintaining superior product quality and support that creates switching costs.
Feature Gaps → Rapid Development
Risk: Missing features could lose deals to competitors.
Mitigation: Maintaining fast iteration cycle. Using customer feedback to prioritize. Leveraging agility advantage over slower incumbents. E-signatures and payments already in development.
Service-Heavy Model → Automation
Risk: Service model may limit scalability.
Mitigation: Gradually productizing service components. Building self-service tools. Training certified partners. Maintaining premium service as revenue stream while automating common tasks.
12-Month Growth Forecast
Based on current momentum and benchmarks from successful SaaS peers, here are three growth scenarios:
- ~$360K ARR
- ~100–120 firms
- 5% MoM growth
- Organic reach saturates
- ~$720K ARR
- ~200–250 firms
- 10–15% MoM growth
- 1 salesperson added
- Strong upsells
- ~$1.2M+ ARR
- ~400+ firms
- 20%+ MoM growth
- Viral referral loops
- Strategic partnerships
Key Assumptions: All scenarios assume continued zero churn and high customer satisfaction. The difference primarily comes from acquisition rate—how many new customers per month Conecta can add. Even the conservative scenario represents strong growth, while the realistic scenario is a good planning baseline given current product-market fit.
Scalability and Market Expansion
Conecta's architecture extends beyond tax services to adjacent industries.
Target Sectors:
- Insurance: Bilingual onboarding and policy management.
- Real Estate: Lead automation and transaction workflows.
- Financial Planning: Lifecycle management and compliance tracking.
- Legal Services: Case intake and bilingual document management.
Why It Scales:
- Shared operational challenges.
- Demand for bilingual automation.
- Common compliance frameworks.
Five-Year Vision
Years 2–3: 1,000 offices across five industries.
Projected Revenue: $230K MRR + $60K in cross-industry partnerships = $290K MRR (~$3.5M ARR).
Benchmarking Against Successful SaaS Peers
Conecta's early performance compares favorably to now-successful SaaS companies at similar stages:
| Company | Stage | Conecta (Month 6) | Comparison |
|---|---|---|---|
| ConvertKit | Month 6 | $15K MRR | 7.5x higher than ConvertKit's $2K MRR |
| HubSpot | Month 6 | $15K MRR | Comparable or stronger than HubSpot's early phase |
| TaxDome | Month 6 | 50 customers | On par or ahead of TaxDome's early pace |
| Jobber | Year 1 | 50 customers | Dramatically ahead (Jobber had only 3 customers) |
| GoHighLevel | Month 6 | $180K ARR | Ahead (HighLevel had virtually no revenue at 6 months, then hit $6M ARR in year 1) |
Strategic Investment (Optional)
Conecta is not actively raising capital. The business is already generating revenue with a 50%+ close rate on demos, $1,000+ upfront deals, and strong inbound demand from tax professionals and industry partners.
However, due to growing inbound interest from strategic partners who want to participate in Conecta's growth, we are open to reviewing select strategic investment offers that provide clear distribution, user acquisition, or operational leverage.
Minimum Terms
- Valuation floor: $10M+
- Minimum check size: $250K
- Instrument: SAFE (founder-first terms)
- Equity range: low single-digit percentage for $250K
- Control: no board seats, no voting rights, no management control
What We Look For in a Strategic Partner
We are only interested in partners who can clearly accelerate Conecta's growth through:
- Access to large networks of tax professionals and small business service providers
- Meaningful user acquisition channels or embedded distribution
- Industry relationships that translate into real adoption, not just introductions
- Operational leverage that helps us scale faster without adding complexity
If you believe you can bring significant users, distribution, or leverage to Conecta and are comfortable investing at or above a $10M valuation, you can request a conversation using the form below or by booking directly on our calendar.
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