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One plan. Your whole tax office.

Your clients, communication and daily work in one bilingual system.

Conecta Pro

The bilingual CRM for running your tax office from one place.

  • CRM and lead management
  • SMS, email and WhatsApp inbox
  • Client portal, documents and e-signatures
  • Appointments, payments and workflows
  • Unlimited users
  • Guided onboarding

Conecta Pro works alongside your tax software. It does not prepare or file returns.

$1,500/yearSave $300

$1,500 billed yearly. Save $300 compared with monthly billing.

Starting November 1: $2,000/year.

Optional website+$500
Book a Demo

Purchase by October 31 to keep today’s rate. Demo bookings do not qualify.

  • Secure Stripe checkout
  • 150+ tax pros
  • 35,000+ taxpayers trust Conecta

A closer look at what’s included

Get clients organized
  • CRM
  • Lead management
  • Client portal
  • Documents
  • Secure file sharing
  • Document requests
  • E-signatures
  • Payments
Keep communication together
  • SMS
  • Email
  • WhatsApp
  • Appointments
  • Shared conversation history
  • Internal notes
Stop manually following up
  • Reminders
  • Campaigns
  • Forms and online intake
  • Workflows
  • Automations
  • Templates
Manage the work
  • Tasks and deadlines
  • Assign work to team members
  • Team visibility
  • Roles and permissions
  • Activity history
  • Branded client experience
Bring your whole team
  • Unlimited users
  • Secure document storage
  • Guided onboarding

Your office, in English and Spanish.

See clients, messages, documents and appointments together.

FROM A TAX OFFICE OWNER

Switching to Conecta saved me over $2,500 a year in other subscriptions I was able to cancel.”

Victor, Tax Pro, Los Angeles
Compare your current software costsOpen calculator

Compare your software costs

Select the tools you pay for today to compare estimated costs.

Estimates from Conecta’s existing calculator. Your bill and features may differ; tools are not equivalent in every respect.

Current estimated monthly cost$0 /mo
Conecta Pro cost$125 /mo
Potential monthly savings—
Potential annual savings—

Monthly equivalent; $1,500 billed yearly.

We’ll help you get set up.

What happens after I pay?
After payment, we’ll send your account instructions and onboarding link so we can help get your office set up.
What is included in setup?
Guided onboarding for your client system, messaging, appointments, document collection, workflows, and connected office details.
Have questions? Book a demo

Common questions

How do I keep today’s price?

Complete your purchase by October 31 to be grandfathered at today’s rate. Starting November 1, CRM pricing is $2,000/year or $200/month. Booking a demo does not reserve the current price.

Is a website included?

The website is optional and costs an additional $500. You can select it during checkout.

Is my client data secure?

Conecta uses secure portal access, encryption, access controls, and tax-office security practices aligned with IRS and FTC expectations.

Can I start without booking a demo?

Yes. You can sign up directly with monthly or annual billing. A demo is optional.

Can I cancel monthly?

Yes. Monthly billing is designed for flexibility and can be canceled without a long-term contract.

Does Conecta prepare or file tax returns?

Conecta manages the work around the return: clients, documents, messages, appointments, payments, e-signatures, forms and workflows. It works alongside your tax-preparation software.

How much do I save with annual billing?

Annual billing is $1,500, which saves $300 compared with paying $150 per month for 12 months.

Can I switch from monthly to annual?

Yes. Choose annual billing on this page or contact us and we’ll help you switch.

How many users are included?

Conecta Pro includes unlimited users, with team visibility and guided onboarding for your office.

Ready to bring your office together?

Purchase by October 31 to keep today’s rate.

Book a Demo