SMS, email, WhatsApp, documents, bookings, and workflows — all in English and Spanish, in one place. No more juggling 7 tools.
Replaces: TaxDome · GoHighLevel · Textellent · Calendly · DocuSign · JotForm · Wix
Every other tool was built for English-speaking offices and retrofitted with Spanish. Conecta was built in two languages from the first line of code — your clients get the same experience regardless of which language they speak.
Every message, reminder, and portal page in English — automatically.
Sin esfuerzo adicional. Sin confusión.
Click any tab to see Conecta in action.
Six things costing you time, money, and clients right now.
Texts, emails, Facebook messages, voicemails. Urgent messages get buried. Clients think you're ignoring them.
You're chasing confirmations by hand. Your calendar fills with gaps. You can't plan your week.
Documents scattered across 6 platforms. You waste hours hunting files during your busiest weeks.
No status updates, no visibility. They're anxious. You're answering the same question on repeat.
Cash App here. Venmo there. "I'll pay you later." No tracking. You filed first and now you're chasing.
Printing, scanning, organizing. That's 200+ hours per season on work Conecta handles for you.
Everything your office needs, built specifically for tax professionals — not adapted from a generic CRM.
SMS, email, and WhatsApp in a single view. Send one-to-one or broadcast to your full list. Your team stays in sync — no more forwarding threads or missing messages.
A branded bilingual portal where clients handle documents, e-signatures, and payments from their phone. No DocuSign. No JotForm. No chasing.
Let clients self-book. Conecta sends confirmation and reminder texts automatically — in English or Spanish, depending on the client. Your calendar fills itself.
More features, lower cost, and the only native bilingual option in the category.
| Feature | TaxDome | Canopy | GoHighLevel | Conecta |
|---|---|---|---|---|
| Bilingual support | Add-on only | English only | English only | Native everywhere |
| SMS / WhatsApp | Extra fees | Not included | Extra fees | Included, no markup |
| Built for tax offices | Partially | Partially | Generic CRM | Tax-specific only |
| Annual cost (3 users) | $2,880–$3,500+ | $3,000–$3,900+ | $2,400+ | $1,500/year |
| User limits | Per user | Per user | Per user | Unlimited |
| White-glove setup | Self-service | Paid add-on | Self-service | Included |
Pick the setup style that fits your time. The level of support scales with your plan.
Talk through your setup first, or create your account and get moving right away. No waiting.
Share your client list, current tools, and setup preferences. We handle the migration details for you.
Starter: clear DIY guides. Plus: hands-on onboarding. Pro: done-with-you implementation from day one.
Your team is in. Clients have their portal. Automations are running. You're no longer the bottleneck.
No per-user fees. No SMS markup. No surprises. Annual billing saves you 2 months.
Annual billing saves $200–$400/year. All plans include unlimited users and unlimited storage.
Same-day setup. Full implementation in under 7 days. Built for bilingual tax offices that want to grow.