Conecta
Pricing
View Pricing
Compare plans and choose the right fit.
Conecta Lite
A lighter way to get started.
Sofia AI Receptionist Pricing
Phone pricing for Sofia, the bilingual AI receptionist.
Features
Core CRM & Communication
Conecta CRM
Tax office CRM for client records, messaging, and follow-up.
Contacts
Manage client records, households, and follow-ups.
Inbox
SMS, email, and portal messages in one place.
Blasts
Send targeted email, SMS, and MMS blasts, or build message sequences in Automations.
Client Portal
Collect documents and messages securely.
Office Management
Workflows
Organize stages, checklists, assignments, priorities, and notes.
Tasks
Track office work and client follow-up.
Appointment Scheduling
Booking links, team availability, reminders, and calendars.
Conecta Phone
Inbound and outbound calling, extensions, voicemail, and routing.
Documents
Collect files and send document-request packets.
E-Signatures
Send a PDF for electronic signature.
Payments
Invoices, payment requests, and Stripe checkout.
AI & Automation
Automations
Sequence messages, waits, tasks, documents, and follow-up.
Sofia AI Receptionist
Bilingual AI receptionist on top of Conecta Phone.
AI Workflow Lab
Weekly live sessions to build practical AI workflows by voice.
Integrations
Connect Conecta with the tools your office uses.
Tax School Program
Start Your Tax School
Compare live class, managed self-study, and course-only paths.
Sell Tax Courses
Offer self-study tax courses under your own brand.
Services
Website Management
Websites and CRM setup for tax offices.
Partners
Partner Network
California
Conecta Network
Explore participating offices and professional services across the network.
Directory
All Partners
Explore Conecta partner options for tax offices and their clients.
Tax, Home & Legal
Midwest Tax Resolution
IRS tax debt, unfiled returns, penalties, and resolution support.
CrossCountry Mortgage
Home loans, refinancing, equity, and mortgage guidance.
Guardian Injury Law
Personal injury legal support for clients.
Romero Kucerkova Law
Lemon law buybacks and defective vehicle claims.
New England Tax Services
Personal tax prep, business tax prep, and bookkeeping support.
Partner Programs
Affiliate Program
Introduce a customer and earn 10% during the first year.
Reseller Program
Co-branded CRM and recurring revenue for ERO networks.
Conecta Drop-Off Point
Offer tax preparation through your insurance agency and earn 50% of the preparation fee.
Become a Partner
Work with Conecta to serve tax pros.
Business & Financial
SilverLine Insurance
Business, contractor, and personal insurance support.
P&G Services
Health insurance, benefits, Medicare, and life insurance guidance.
Pathway Capital Advisors
Business planning, HR, payroll, lending, and financial planning.
Cinco
Business formation, payroll, compliance, and commercial insurance.
Resources
Learn
Blog
Tax office growth, operations, and automation ideas.
Company
About Founder
Learn why Conecta was built.
Team
Meet the people behind Conecta.
Free Tools
Free Leads
Get local business leads in CSV format.
S-Corp Calculator
Estimate potential S-Corp tax savings.
Small Business Client Starter Kit
Scripts, checklists, and tools for business clients.
Client Organizer
Free fillable organizer for tax clients.
Support & Trust
Security
How Conecta protects tax office data.
Contact Us
Get help or talk to the Conecta team.
Sign In
Español
Demo
ES
ANA Seguros
Tourist auto insurance quote