Choose your plan

Stop running your tax office from texts, sticky notes, and scattered apps.

Q: Does Conecta prepare or file tax returns?

It helps tax offices manage clients, documents, messaging, appointments, payments, e-signatures, reminders, and follow-up.

Conecta gives your office one bilingual system for clients, messages, appointments, documents, e-signatures and more.

Check Out Conecta

Click the tabs below to explore inbox, contacts, workflows, and more.

app.holaconecta.com/inbox

Lock in current Pro pricing before the public launch at Latino Tax Fest

Available now CRM, client portal, messaging, bookings, documents, e-signatures, payments, reminders, and workflows.

Next Pro phase WhatsApp, Sofia AI receptionist workflows, IRS transcript-related workflows, document request checklists, and expanded automation.

Why come in now Current Pro users can lock in current pricing, get set up before launch, and keep moving as the new workflows roll out.

Everything your tax office needs to stop duct-taping apps together

Conecta Pro bundles the system, setup help, and tax-office workflows most offices try to piece together across separate tools.

Full bilingual CRM One place for clients, messages, appointments, documents, and follow-up. Estimated comparable value: $700+/year per user^¹

Unlimited team users Bring your staff without paying per seat. Estimated comparable value: $700+/year per extra user^¹

SMS, email, and WhatsApp inbox Stop losing conversations across different apps. Estimated comparable value: $99–$119/mo^²

Booking and reminders Make scheduling easier for clients and staff. Estimated comparable value: $16/mo per team seat^³

E-signatures and document collection Collect what you need without chasing people manually. Estimated comparable value: $40/mo per user^⁴

Forms and client intake workflows Collect client information through structured intake forms. Estimated comparable value: $39–$99/mo^⁵

Stripe payments Let clients pay online. Estimated comparable value: Included

Guided onboarding Get help setting up the system. Estimated comparable value: $500 setup value^⁶

Workflow setup help Start with tax-office workflows instead of a blank screen. Estimated comparable value: $300 setup value^⁶

Client portal setup Give clients a professional place to message, upload, sign, and pay. Estimated comparable value: $300 setup value^⁶

Tax office workflow templates Use processes built around tax office operations. Estimated comparable value: $250 value^⁶

Google review follow-up Help turn happy clients into more reviews after the appointment. Estimated comparable value: $199+/mo^⁷

Bilingual office advantage Better support for English and Spanish-speaking clients. Estimated comparable value: Included

Estimated comparable value $3,000+/year before setup help

Conecta Pro $1,500/year or $150/month

How we estimate comparable value

Based on comparable tax practice management software pricing that charges per user or per seat.
Based on comparable business texting and messaging software pricing.
Based on comparable team scheduling software pricing.
Based on comparable e-signature software pricing.
Based on comparable form and client intake software pricing.
Conservative internal setup/support value for guided implementation, workflow setup, portal setup, and templates.
Based on comparable review-management software pricing.

Estimated comparable values are based on publicly listed pricing for comparable software categories and conservative setup/support values. Conecta features are integrated into one tax-office system and are not exact one-to-one replacements for every competitor plan.

What owners say after switching

"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

"Wow, an amazing tool needed in every professional office. Great job Alberto Contreras." Ana Mendez, Tax Professional

Common questions

What happens after I pay?

Lite buyers receive account setup instructions by email. Pro buyers receive account instructions plus an onboarding link so we can help connect the office system.

Can I start without booking a demo?

Yes. You can complete the wizard, submit your details, and continue to secure checkout without booking a demo first.

What is included in Pro setup?

Pro setup includes guided onboarding for your client system, messaging, booking flow, document collection, workflows, and connected office details.

Can I upgrade from Lite to Pro later?

Yes. You can upgrade to Pro anytime without starting over.

Can I cancel monthly?

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

Is 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, messaging, appointments, payments, e-signatures, reminders, and follow-up.

Stop running your tax office from texts, sticky notes, and scattered apps.

Check Out Conecta

Lock in current Pro pricing before the public launch at Latino Tax Fest

Everything your tax office needs to stop duct-taping apps together

What owners say after switching

Get set up before Conecta's first full public launch.