The bilingual CRM for running your tax office from one place.
$1,500/yearSave $300
Start AnnualTell us what you are evaluating and a Conecta specialist will help you find the right path.
Run the office and prepare returns with one complete package.
Pricing announced at launch
Early Access Opens SoonOpen or rebrand a physical tax office as an approved Conecta location.
Application-based pricing announced soon
Branch Applications Open SoonConecta Branch participation is subject to approval and a separate written agreement.
| Included | Conecta Pro | + Tax Software | Conecta Branch |
|---|---|---|---|
| Full Conecta platform | Yes | Yes | Yes |
| Professional tax software | No | Yes | Yes |
| Tax software onboarding | No | Yes | Yes |
| Approved location branding | No | No | Yes |
| Branch launch support | No | No | Yes |
| Tax school setup | No | No | Yes |
| Sofia AI front desk | $150/month add-on | $150/month add-on | Included |
| Physical location required | No | No | Yes |
Compare your current software stack with the Conecta Pro platform.
Which software tools are you currently paying for? Check all that apply to see your real-time savings compared to Conecta Pro:
“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
After payment, we’ll send your account instructions and onboarding link so we can help get your office set up.
Yes. Conecta Pro is available now with monthly or annual billing. The Tax Software and Conecta Branch plans are coming soon.
Guided onboarding for your client system, messaging, appointments, document collection, workflows, and connected office details.
Yes. Monthly billing is designed for flexibility and can be canceled without a long-term contract.
Conecta uses secure portal access, encryption, access controls, and tax-office security practices aligned with IRS and FTC expectations.
Conecta Pro manages the work around the return, including clients, documents, messages, appointments, payments, e-signatures, forms and workflows. The upcoming Conecta Pro + Tax Software plan will also include professional tax preparation software.
It is the complete Conecta platform bundled with professional tax preparation software, onboarding and support. The software provider, launch date and pricing will be announced later.
A Conecta Branch is an approved physical tax office operating with Conecta technology, tax software, location branding, marketing guidance and branch support. Participation requires an application and a separate written agreement.
Launch details will be announced as the Tax Software and Conecta Branch programs become available.
Annual billing is $1,500, which saves $300 compared with paying $150 per month for 12 months.
Yes. Choose annual billing on this page or contact us and we’ll help you switch.
Conecta Pro includes unlimited users, with team visibility and guided onboarding for your office.
Not ready to start? Book a 15-minute call.
Only need the basics as a solo preparer? View Conecta Lite →