Check Out Conecta
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app.holaconecta.com/inbox
Keep everything organized in one place: SMS, email, WhatsApp, documents, appointments, reviews, and follow-up for bilingual tax offices.
Conecta helps tax offices organize local outreach, follow up with prospects, and turn business owners into year-round clients for bookkeeping, payroll, tax prep, and advisory services.
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Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.
Switch from spreadsheets to Conecta and give clients a smoother, faster, more professional experience from day one.
A bilingual portal for messages, document uploads, e‑sign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
Capture leads with forms and landing pages. Build automated drip campaigns with Conecta Automations, or send one-time Campaigns to a selected audience. Turn visitors into clients year-round.
Share a public booking page and let clients schedule with any available team member. Zoom links are created automatically, reminders go out on their own, and every appointment syncs to your calendar.
Business clients have different needs. Conecta gives each business its own space - with dedicated contact info, documents, and history - so nothing gets mixed up with personal returns.
Brand it, staff it, and connect it in minutes. Add your logo, set your colors, invite your team, and configure SMS and email - all from one settings panel.
One shared calendar for your entire office. See who has appointments, what's coming up, and where there's availability - so nothing gets double-booked and no one falls through the cracks.
Send any document for signature in seconds - in English or Spanish. Clients sign from their phone or computer, and you get notified the moment it's done. No printing, no scanning, no chasing.
