Conecta Platform
Software professional offices use to manage customers, communication, documents, scheduling and day-to-day operations.
Conecta Network · California
Professional services across a connected California network.
Participating professional-service businesses keep their own specialties and client relationships. The broader Conecta Network gives customers a way to discover additional tax, business, document, legal, claims, insurance, education and specialized services.
One brand. Two connected ideas.
Conecta remains the bilingual CRM built for tax and professional offices. The Conecta Network is a separate, related layer: independent participating businesses connected around a broader professional-service catalog.
A service listed across the network is not a claim that every office performs it. Local office details below stay limited to services each business currently advertises.
Conecta Network
A growing network through which customers can discover professional services beyond one office's personal specialty.
Services represented across the network
The network catalog is broader than any individual office's menu. Some services may be handled remotely, while others include an in-person step with the professional who handles the service.
Tax services
- Personal tax preparation
- Business tax preparation
- ITIN services
- Tax resolution / IRS representation
- Tax planning
- Sales tax
- 1099 services
- EIN services
Accounting & business
- Bookkeeping
- Payroll
- Accounting
- QuickBooks services
- Business consulting
- Business formation
- Administrative services
- Human resources support
Legal & claims
- Lemon law services
- Workers' compensation services
- Personal injury legal services
- Tax resolution support
Insurance & risk management
- General liability insurance
- Commercial insurance
- Property and casualty insurance
- Workers' compensation insurance
- Life and health insurance
- Pension and financial planning
Documents & administration
- Notary
- Translation
- Apostille
- Forms assistance
- DMV / title services
- Licensing assistance
Education & specialized services
- Tax education
- Medical billing
- Claims follow-up and appeals
- Credentialing
- Medical records services
- Mortgage and real estate services
More through the network: Customers can also connect with Conecta
Network professionals and partners for insurance, Lemon Law matters, Workers'
Compensation matters and other specialized services. These are network services, not
services attributed to every local office.
Explore California by market
These hubs begin with real participating offices in Southern California, San Diego County and Sonoma County, plus clearly labeled market coverage for Salinas and Monterey County.
Los Angeles & Orange County
Santa Ana, Huntington Park and the San Fernando Valley San Diego & Chula Vista
San Diego and South Bay participating offices North Bay & Sonoma County
Cotati-based network presence with North Bay context Salinas & Monterey County
Market coverage through the broader California network
Santa Ana, Huntington Park and the San Fernando Valley San Diego & Chula Vista
San Diego and South Bay participating offices North Bay & Sonoma County
Cotati-based network presence with North Bay context Salinas & Monterey County
Market coverage through the broader California network
Remote access depends on the service.
Some services available through the Conecta Network may be handled remotely. Others may include an in-person step, depending on the service and professional.
Each market page identifies verified local offices and clearly labels broader market coverage where no physical office is listed.
Looking for the right next step?
Contact Conecta to learn more about the network or return to the main site to explore the CRM platform for professional offices.