CRM, client portal, SMS, email, WhatsApp, documents, appointments, payments, automations, and more — built for tax professionals.
Get the Event Special — $1,500/yearIncludes your bilingual website.
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Everything your office needs to keep clients, conversations, documents, bookings, and payments in one bilingual place.
$1,500/year
Website included at no additional cost.
One annual payment. No per-user fees.
Conecta brings the day-to-day work of your tax office together, so your team can spend less time switching tools.
Keep client records, conversations, tasks, and next steps together in one business operating system.
A website built to explain your services, capture leads, and connect clients to your office.
Capture new leads, organize follow-up, and keep prospects moving toward an appointment.
We help bring over your existing clients and get your office ready to work in Conecta.
Stay connected through SMS, email, WhatsApp, and the client portal.
Request, collect, organize, and sign documents without chasing files across tools.
Send payment requests and keep payment activity connected to the client record.
Build repeatable follow-up and office processes, then let Conecta keep them moving.
When relevant, connect clients with partner services that can help beyond tax season.
Meet Sofia, Conecta’s bilingual AI receptionist. She can answer calls, help clients, and book appointments in English and Spanish.
Sofia can be added separately starting at $150/month.
Yes. Your whole office can use Conecta with no per-user fees.
Yes. Your bilingual website is included with the annual Conecta CRM plan at no additional cost.
Yes. Sofia is separate from this annual plan and can be added later starting at $150/month.
Yes. We help bring your existing client information into Conecta as part of getting your office set up.
Yes. We can help with your website connection, domain, DNS, and business email setup.
We contact you to collect your business information, review your current setup, and begin onboarding.
Yes. Conecta keeps WhatsApp alongside SMS, email, and client portal communication.
Yes. Conecta is built for tax offices that work with clients in English and Spanish.
Your bilingual website is included.
Get the Event Special — $1,500/year