Run your tax office on one bilingual platform

Conecta is the bilingual CRM for tax preparers who need one place for clients, SMS, email, WhatsApp, documents, appointments, payments, reviews, and referrals.

CRM / Business Operating System $1,500

Unlimited users, contacts, leads, inbox, client portal, document requests, appointments, payments, tasks, workflows, operations management, e-signatures, campaigns, marketing tools, lead follow-up, and client communication in one bilingual system.

Website / Landing Page Design $1,500

A bilingual website or landing page built to capture leads, explain your services, book appointments, and connect directly into Conecta.

Marketing / Lead Generation Support $1,000

We include 50 small business leads in your city, help organize them inside Conecta, and show you how to follow up, convert them into clients, and run campaigns to keep them engaged.

Migration + Done-With-You Setup $1,000

We help set up your contacts, organize your system, import your client list, configure forms, connect campaigns, and migrate from your current setup if you already use another system.

Tech Cleanup + Consolidation $750

Help with domains across different registrars, DNS cleanup, website connection, Office 365, Google Workspace, business email, calendars, and getting the messy tech pieces organized.

Sofia / AI Receptionist $150/month

Bilingual AI receptionist to help answer questions, book appointments, send reminders, follow up, and support your office when your team is busy.

Partner Services Revenue System Revenue Opportunity

Offer services like insurance, tax resolution, personal injury, trusts, and more through partners — without needing licenses, credentials, or fulfillment teams.

Training + Launch Support $500

We help you and your team understand how to use the system, launch your campaigns, manage leads, and actually get value from the platform.

TOTAL $6,250 + $150/month

You get all this for $2,500 Reserve this offer now

Choose your Latino Tax Fest Special

Software Only

Includes unlimited users

Paid in full $1,250 Payment plan $250 deposit + $125/mo for 11 months

Software + Sofia

Best Value

Includes unlimited users

Paid in full $2,500 Payment plan $500 deposit + $250/mo for 11 months

First name

Last name

Phone

See Sofia answer the phone

Watch how Sofia helps a busy tax office answer calls and support clients in English and Spanish.

Questions before checkout?

Do you help me set everything up?

Yes. This offer includes done-with-you setup, migration help, and launch support.

Is Sofia included?

Sofia is included in the Software + Sofia package. Software Only does not include Sofia.

How many users are included?

Unlimited users are included with both packages, so your whole office can use Conecta without per-seat pricing.

Can I choose Software Only now and add Sofia later?

Yes. You can start with Software Only and add Sofia later, but the event pricing for the Sofia package may not be available after Latino Tax Fest.

What happens after I pay?

After checkout, we contact you to collect your business information, review your current setup, and begin onboarding.

What are the 50 small business leads?

As part of the marketing support, we include 50 small business leads in your city and help show you how to follow up with them inside Conecta.

Do I need to already have a website?

No. We can help with a website or landing page as part of the setup.

What if my domain, email, or DNS is messy?

That is part of the tech cleanup. We can help organize domains, DNS, Google Workspace, Office 365, business email, and related setup.

Value Stack Item	What’s Included	Regular Value	Show Special
1. CRM / Business Operating System	Unlimited users, contacts, leads, inbox, client portal, document requests, appointments, payments, tasks, workflows, operations management, e-signatures, campaigns, marketing tools, lead follow-up, and client communication in one bilingual system.	$1,500+	Included
2. Website / Landing Page Design	A bilingual website or landing page built to capture leads, explain your services, book appointments, and connect directly into Conecta.	$1,500	Included
3. Marketing / Lead Generation Support	We include 50 small business leads in your city, help organize them inside Conecta, and show you how to follow up, convert them into clients, and run campaigns to keep them engaged.	$1,000+	Included
4. Migration + Done-With-You Setup	We help set up your contacts, organize your system, import your client list, configure forms, connect campaigns, and migrate from your current setup if you already use another system.	$1,000+	Included
5. Tech Cleanup + Consolidation	Help with domains across different registrars, DNS cleanup, website connection, Office 365, Google Workspace, business email, calendars, and getting the messy tech pieces organized.	$750+	Included
6. Sofia / AI Receptionist	Bilingual AI receptionist to help answer questions, book appointments, send reminders, follow up, and support your office when your team is busy.	Software + Sofia package	Included with Software + Sofia
7. Partner Services Revenue System	Offer services like insurance, tax resolution, personal injury, trusts, and more through partners — without needing licenses, credentials, or fulfillment teams.	Revenue Opportunity	Included
8. Training + Launch Support	We help you and your team understand how to use the system, launch your campaigns, manage leads, and actually get value from the platform.	$500+	Included

Regular value: $6,250 + $150/month. Show special: $2,500. Software Only starts at $1,250 paid in full. Software + Sofia starts at $2,500 paid in full. Payment plans are available for both packages.

Ready to digitally transform your office?