Get clients organized
- CRM
- Lead management
- Client portal
- Documents
- Secure file sharing
- Document requests
- E-signatures
- Payments
Monthly
$150/month
Start without a long-term commitment.
Start MonthlyAnnual
$1,500/year
Save $300
LIMITED-TIME ANNUAL BONUS
Website design and hosting included
$500 value
Start Annual + Get Free Website
Check Out Conecta
Savings calculator
Which software tools are you currently paying for? Check all that apply to see your real-time savings compared to Conecta:
Your current software bill
$0/mo
With Conecta
$150/mo
or $1,500/yr · 2 months free
What owners say after switching
“Wow, an amazing tool needed in every professional office. Great job Alberto Contreras.”
Ana Mendez, Tax Professional
“Conecta finally gave us one place for clients, messages, and tasks. My team isn't chasing conversations across multiple platforms anymore.”
Ernie, multi-office tax pro
“Last week, I shared an idea with the Conecta team to improve how folders are organized in Conecta. When I logged into the platform today to review the new option, I was genuinely impressed with the result.”
Enrique Vasquez, EA
Common questions
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.
Can I start without booking a demo?
Yes. Choose monthly or annual billing and continue directly to secure Stripe checkout. You do not need to book a demo first.
What is included in setup?
Guided onboarding for your client system, messaging, appointments, document collection, workflows, and connected office details.
Can I cancel monthly?
Yes. Monthly billing is designed for flexibility and can be canceled without a long-term contract.
Is my client data secure?
Conecta uses secure portal access, encryption, access controls, and tax-office security practices aligned with IRS and FTC expectations.
Does Conecta prepare or file tax returns?
Conecta helps tax offices manage the work around the return: clients, documents, messages, appointments, payments, e-signatures, reminders, forms, and workflows.
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.
Does the annual plan include a website?
For a limited time, the annual plan includes website design and hosting, a $500 value.
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.