Clients ask for more
The questions are already coming in. Many clients want one trusted office to point them in the right direction.
Offer More Services Without Doing More Work
Your clients probably already ask you for more than tax prep. Payroll, bookkeeping, insurance, immigration, tax resolution, business services, lending, and more. With Conecta, you can connect them to trusted partners while your office keeps the relationship.
You do not need to hire a team for every service. You do not need extra licenses for work handled by licensed partners. You stay the trusted place clients go first.
"Your clients probably ask for more than taxes. Conecta helps you offer payroll, bookkeeping, insurance, immigration, and more with no extra licenses."
Your clients already need these services
Most tax offices already hear questions about payroll, bookkeeping, insurance, immigration, tax debt, business setup, lending, benefits, and other services. The problem is that many offices either say "we do not do that," send the client somewhere else, or try to handle too much themselves.
Your team cannot do everything
Building every department means more staff, more training, more overhead, and more compliance work.
Sending them away risks the relationship
Once the client has to search on their own, the next trusted relationship can shift away from your office.
Services your office can offer through Conecta
Payroll
Connect clients who need payroll setup, payroll support, or ongoing payroll services.
Bookkeeping
Help clients with cleanup, catch-up work, monthly books, and year-end support.
Insurance
Connect clients with personal, business, contractor, life, or health insurance options.
Immigration
Help clients find support for immigration-related needs through the right partner.
Tax Resolution
Give clients a path when they owe the IRS, have notices, penalties, liens, levies, or unfiled returns.
Business Services
Help business clients with formation, compliance, planning, and ongoing support.
Mortgage / Lending
Connect clients who need mortgages, business funding, or other lending support.
Health Benefits
Offer a next step for clients who need health coverage or employee benefit guidance.
Legal Referrals
Point clients to the right legal partner when the issue needs a licensed attorney.
Financial Planning
Connect clients who want help planning around income, debt, savings, or long-term goals.
How it works
1
Client asks for help
The client needs something outside your office's core services.
2
Your office starts the referral
Inside Conecta, you choose the service and send the client info, notes, and documents.
3
The partner takes it from there
The right partner handles the service conversation, review, documentation, and next steps.
4
Your office stays connected
The client gets helped, the partner gets the work, and your office remains the trusted relationship.
One client can make the whole thing worth it
Keep the next step inside your office
One tax resolution case, one insurance client, one payroll account, or a few bookkeeping referrals can create enough value to pay for the system. Instead of watching clients leave your office for help, you can give them a next step and stay part of the relationship.
| Without Conecta | With Conecta |
|---|---|
| Client asks for help | Client asks for help |
| Office says "we do not do that" | Office offers a next step |
| Client searches somewhere else | Partner handles the specialized work |
| Relationship can move away from the office | Office keeps the relationship |
Everybody wins
Client gets helped
They get connected to someone who can handle the service.
Office keeps the relationship
You remain the trusted place they came to first.
Partner gets the work
The right partner receives the request and handles the specialized service.
Turn your tax office into a client service hub
Offer more value without building every department yourself. Conecta helps you connect clients to trusted partners, keep the relationship, and give people a clear next step when they need more than tax prep.
Conecta can also help offices capture interest, route conversations, and move clients to the right next step. Ask us to show you how partner services work inside Conecta.