LIMITED TIME OFFER: 17 Spots RemainingEnds Sep 30, 2025🔴 12 people viewing this offer right now
Limited Time Only - 17 Spots Remaining
$1,000 → 1 Year Pro + Website Redo
Ends Sep 30, 2025 at 11:59 PM PT
Unlimited Clients. Unlimited Growth. One Fair Price.
No nickel-and-diming. Bilingual. Secure. Built for our community.
You don't need another tool to glue on top of your tools. You need a new category: one simple bilingual system that runs communication, portal, payments, and workflows in one flow.
Lock this price for life as long as you do not cancel. Only 17 spots available.
You are in the office with a cold coffee and a buzzing phone.
Texts live on your phone. Emails sit in Outlook. Docs hide in someone's Google Drive.
A client asks, "Did you get my documents?" You say, "I think so." By the time you find the file, the lead is gone.
You realize you need a simpler path. One system instead of juggling five apps.
That is the moment you choose a simpler path. With Conecta, messages land in one clean inbox, clients see a short checklist, upload from their phone, and pay from a link. Your team knows the next step. You finish earlier, make more, and feel calm again. Tú mandas.
Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price, no nickel-and-diming.
Why This Matters
✓Unlimited users, unlimited storage — grow without limits
✓No SMS markup — you pay carrier cost, we add $0
✓Your data, your business — export anytime, it's yours
✓Built for our community — Latino-founded, bilingual-first
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
Common Questions Answered
Q:
What if I don't like it?
30-day money-back guarantee. No questions asked.
Q:
Is it hard to switch over?
Import your data in a few clicks or have us do it for you. Hands-on onboarding at no extra fee.
Q:
What if I need help getting started?
Hands-on onboarding included. We set up your portal, import clients, and train your team at no extra fee.
What Happens When You Turn It On
Messages land in one clean inbox. Text, email, WhatsApp, portal. Clients see a short checklist and upload from their phone. Tasks show up for your team at the right time. Invoices go out. Money comes in faster. When you need words, Conecta drafts the first pass in English or Spanish that sounds like you. You hit send and keep moving.
One week later the office is calmer. You finish earlier. You make more. No nickel-and-diming.
What's Inside Your $1,000 Deal
Everything here works for any service you offer (tax prep, bookkeeping, payroll, ITIN, notary, and more). Every page is bilingual. There’s a translation button across the app.
Communication
Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.
CRM
A clean client list with saved views, tags, and custom fields. Filter your list and start campaigns, surveys, or retention follow‑ups in a few clicks.
Client Portal
A branded, 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.
Marketing & Growth
Launch lead forms and full websites. Everything is mobile‑ready. Built‑in SEO checks, QR codes, and referral tracking turn clicks into clients.
Workflows
Build no‑code workflows that follow your playbook. Trigger on events (new lead, status change, payment). Auto‑create tasks, messages, and document requests. Keep single‑ or multi‑location teams in sync.
Payments
Get paid faster with branded invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
While other tools add AI as marketing fluff, Conecta's AI actually does the work. It drafts your marketing emails, writes follow-up texts, creates task lists, and even suggests your next move.
💡 Real Example:
"Hey Maria, your tax documents are ready for pickup. We noticed you also do payroll - would you like a quote for our bookkeeping services? It could save you 5+ hours per month."
↑ AI wrote that in Spanish and English, personalized for your client Maria, in 3 seconds.
📈 Smart Marketing
AI writes your email campaigns, tests subject lines, and tracks what converts. No more staring at blank screens wondering what to say.
🎯 Auto Lead Sorting
New leads get instantly scored and labeled (Tax Prep, Bookkeeping, ITIN). AI even suggests which team member should handle them.
📄 Smart Documents
Upload a W-2, AI instantly knows what it is, flags missing info, and can even pre-fill form fields. No more manual sorting.
⚡ Auto Workflows
Client says "I need my tax return amended"? AI creates the task checklist, drafts your reply, and updates the client record. All automatic.
The New Opportunity
What if you could stop juggling 5-6 different tools and run everything from one simple system?
❌ Old Way
QuickBooks for clients
Outlook for email
Your phone for texts
Google Drive for docs
Separate payment processor
Different tool for marketing
= Chaos, missed messages, lost leads
✅ Conecta Way
One login
One inbox (text, email, WhatsApp)
One client list
One workflow system
One payment system
One marketing hub
= Calm, organized, profitable
Join now and lock your price for life. Unlimited users included in Pro.
Here’s how Founder’s Pricing compares to future pricing:
Plan
Monthly (Early Access)
Monthly (Retail)
Annual (Early Access)
Annual (Retail)
Basic
$49/mo
$69/mo
$499/yr
$699/yr
Plus
$69/mo
$79/mo
$699/yr
$799/yr
Pro
$99/mo
$139/mo
$999/yr
$1399/yr
Founder‑only perks:
Unlimited team members included now (later plans may charge per user).
Custom Website add‑on up to 60% off (free in the top plan).
AI Everywhere included in the top plan and discounted in others.
Onboarding & support so you start strong.
📱 Messaging Credits
Messaging is pay-as-you-go. See pricing for SMS credit bundles and rates.
How Conecta Compares
Here’s a quick look at Conecta vs. other options:
Practice Management Software
Generic CRMs
Conecta
Tax‑specific
Limited
Missing/DIY
Stages, templates, portal included
Channels
Email/portal; texting add‑ons
Email; SMS/WhatsApp via plugins
Native email + SMS + WhatsApp
Bilingual
Rare
Rare
Built‑in across the app
Focus
Interna(tasks, documents)
Generic pipelines, email‑first
Communication & growth for tax pros
Complexity
High; need to buy lots of modules
High; app sprawl (5–6 tools)
So simple anyone that anyone that could read could use it
Pricing
Per‑user + add‑ons
Tool + plugin costs
Simple, no per‑user fees
No other tool combines all this in one platform, with true bilingual support.
See Conecta in Action
This demo is the real bilingual, AI‑powered Conecta focused on setting up this year’s Tax School. No credit card required. Launch it and the assistant will guide you step‑by‑step.
Why join today?
Lock in Founder’s Pricing for life.
Keep unlimited users during Early Access.
Get VIP onboarding and a head start before tax season.
Help shape the roadmap with your feedback.
White-Label Conecta: Your Brand, Our Platform
Scale faster. Stay trusted. Grow your network.
Your Branding
Put your logo, colors, and domain on Conecta.
Powerful Dashboards
Give tax pros multi-office dashboards & workflows under your brand.
Bilingual Ready
You keep the relationship; we handle the tech in English y Español.
Wholesale Pricing
Access partner-level wholesale rates so you can scale profitably.
I spent a decade helping tens of thousands of tax pros grow their businesses. Along the way, I learned community and education from Carlos C. Lopez, EA (Latino Tax Pro), who built the first Spanish-speaking tax association in the U.S., invited directly by the IRS. I learned scale and systems from John Hewitt (Jackson Hewitt & Liberty Tax), the only founder to independently build some of the industry’s biggest names.
Out of that experience and frustration with existing tools, I built Conecta alone in my small apartment, working day and night with no sleep and no meals, just pure focus. The result is the first bilingual, AI-powered platform made for tax professionals that has everything they need to grow.
I'm currently seeking strategic partners and investors. Click below to learn more.
"I went from juggling 6 different apps to just logging into Conecta. My clients love the portal - they can upload docs from their phone and see exactly what's next. Game changer."
- Rosa Martinez, CPA
Houston, TX • 47% more bookkeeping clients in 6 months
"The AI actually writes good emails in Spanish. My assistant was spending 2 hours a day on follow-ups. Now it takes 15 minutes. I'm getting my life back."
- Carlos Ruiz, EA
Phoenix, AZ • Saves 10+ hours per week
⚡ Last Chance: Special Offer Ends Soon
You don't need more apps. You need one system that makes work lighter, money faster, and life calmer. That is Conecta.
Limited Time Only
$1,000 Today
1 Year Pro • Professional Website Redo • Unlimited Users Forever