The First Bilingual, AI-Powered Platform for Tax Professionals

Where trust meets technology for Latino Tax Pros.

The U.S. tax preparation industry is massive, recurring, and overdue for innovation. Latino entrepreneurs and Spanish-speaking clients are the fastest-growing segment — but remain the most underserved.

63.7M

Hispanics in the U.S.
43.4M speak Spanish at home

$3.6T

Latino GDP (5th worldwide)

5.1M

Hispanic-owned businesses

84%

Rely on professional preparers

Let's Talk

The Gap

Big players dominate: Intuit, Thomson Reuters, Wolters Kluwer, H&R Block. Their platforms are English-first, complicated, and expensive.

“Bilingual support” is an afterthought, leaving Latino entrepreneurs overlooked and tax pros juggling patchwork tools.

No one has built a bilingual-first, AI-native platform that puts people, growth, and communication first. Until Conecta.

Why Conecta Wins

🌐 Bilingual-first AI

Every workflow, every message, every client touchpoint in English y Español. Clients finally feel seen and understood.

📈 All-in-one growth hub

CRM, Workflows, messaging, client portals, payments, automations. Everything in one place, saving tax pros time and sanity.

🏢 Multi-office & white-label

Dashboards, permissions, and wholesale pricing designed for those who want to lift up entire networks of tax offices.

🚀 Proven model

Practice management platforms scaled to 10k+ firms in 5 years. Conecta is poised to do the same, but in a market ignored too long.

Founder Story: Built From Experience, Fueled by Grit

Carlos C. Lopez, EA taught community and education, building the first Spanish-speaking tax association in the U.S.

John Hewitt showed scale and systems, creating 9,000+ offices across the tax industry.

Even with these examples, tools failed Spanish-speaking pros. I saw it early in my own family, as my immigrant parents struggled to find trusted help.

Conecta began in my small apartment. No team. No capital. Just grit, late nights, and belief that tax pros deserve better.

Conecta was born out of sweat, grit, and stubborn belief — not in a boardroom, but in the same trenches where tax pros live every day.

Market Proof & Traction

📊 Market Validation

Adjacent practice-management platforms scaled to 10,000+ firms in under five years.

🤝 Early Pilots

Service bureaus, associations, and multi-office owners are already showing belief in what we’re building.

The Business Model

💻 SaaS Subscriptions

Monthly & annual.

⚙️ White-label

Wholesale tiers for service bureaus, communities, and associations.

🤖 Premium Add-ons

AI automations, websites, and growth consultations.

📦 Simple Pricing

No per-user fees. Scalable and transparent.

Our Moat

🚀 First-mover

In bilingual, AI-powered practice software for tax pros.

🤝 Deep trust

From a founder who lived the industry, not just observed it.

📡 Scalable Infrastructure

Empowers offices big and small, flexible for networks.

🔒 Community Advantage

Built on authentic relationships with tax pros, software and bank product providers, and tax industry executives.

The Ask

If you believe technology should empower the communities that power America, join us.

We are seeking strategic partners and early investors to help us lead the bilingual tax platform category.

Let’s talk Read full whitepaper Investor Deck