Meet Sofia, A 24/7 Bilingual Receptionist Without the Hiring, Training, or Payroll Headaches.
Sofia answers your office calls in English or Spanish, books and edits appointments, checks documents and e-signatures, knows when callers have a balance due, and connects every call back to the client record inside Conecta. She doesn't just answer your phone. She helps run your front desk.
Get In Early. Lock In Your Price Forever.
We are looking for 5 offices to get in while Sofia is in active development, and in return, they get hands-on setup and a price that's locked in permanently.
Check Out Sofia in Action
Quick demo of Sofia creating and editing an appointment, in English and Spanish.
She Does the Repetitive Work.
Sofia isn't just answering your phones. She's handling the calls that pull you and your staff away from the work that actually makes you money.
- Books & Edits Appointments A client calls to reschedule? Sofia handles it start to finish, checks availability, makes the change, and confirms it, without a single person on your team lifting a finger.
- Checks Document Status "Did you get my documents?" is one of the most common calls a tax office gets. Sofia knows exactly what's been submitted and what's still pending, and she tells the caller, in English or Spanish, on the spot.
- Follows Up on E-Signatures Waiting on a signature that's holding up a return? Sofia can tell callers exactly what's pending and what they need to do next, without you having to track it down.
- Checks If a Caller Has a Balance Due Clients call to find out if they owe money all the time. Sofia checks their balance directly from their client record and tells them on the spot. No hold music. No interrupting your staff. Just a fast, accurate response connected live to Conecta.
- Transfers Calls & Takes Voicemails When a caller needs a real person, Sofia routes them to the right staff member, or takes a voicemail and saves it in Conecta so nothing falls through the cracks.
- English & Spanish, Without Switching Gears Sofia doesn't just translate. She holds full, natural conversations in both languages. If a caller switches mid-conversation, she switches with them.
The Real Cost of Your Front Desk
Running a tax office means your phone never stops, and every call that goes unanswered, or gets fumbled, costs you.
Hiring a bilingual receptionist sounds simple. But then comes the search, the interviews, the onboarding, the training, the salary, and eventually, the day they leave and you start all over again.
And even when you do have someone, how much of their day is spent answering the same questions?
"Can I reschedule my appointment?"
Every one of those calls takes a person away from work that actually moves your business forward.
"Did you receive my documents?"
Time spent answering routine questions is time not spent on returns, clients, and revenue.
"How much do I owe?"
Sofia handles all of it, in English or Spanish, 24 hours a day, 7 days a week, directly connected to your Conecta account.
Frequently Asked Questions
Do I need to be a Conecta CRM user to use Sofia?
Yes, Sofia is built directly on top of Conecta. It's not a standalone product. If you're already a Conecta user, you're ready to go. If you're not yet on Conecta, that's where to start.
Can I keep my current phone number?
It depends. If your number is portable, we can transfer it over to Sofia's line. If not, or if you'd prefer a fresh start, we'll set you up with a new local number right away. Either way, we handle the setup for you.
Will Sofia work with my existing phone system?
No, Sofia is a full phone system on her own. She handles inbound calls, outbound calls, transfers, and voicemails. She's not a plug-in for an existing phone system. She replaces the need for one, and she's connected directly to Conecta.
Can I add or remove extensions as my team changes size?
Yes, and this is especially useful for tax offices. If you run a larger team during tax season and scale down afterward, you can add and remove extensions month to month. You only pay for what you need.
How long does setup take?
Once your number is ready, Sofia can be live in minutes. You won't be doing this alone, every early access office gets personal onboarding, including Zoom calls with you and your entire team to get everything running and answer any questions.
What if I have more questions before signing up?
Reach out and we'll walk you through it. No pressure, no script, just a real conversation about whether Sofia is the right fit for your office.
Your Office Phone Should Never Go Unanswered Again.
Sofia is ready. She's connected to Conecta, she speaks English and Spanish, and she can be live on your office number in minutes.
The first 5 offices get grandfathered pricing at $100/month, permanently. No contracts. No surprises. Just a 24/7 bilingual receptionist who never calls in sick, never quits, and never needs training.
You'll get personal onboarding, not a tutorial video, not a help doc. A real Zoom call with your whole team until everyone is comfortable and everything is running.
This is the only AI bilingual receptionist built in the system specifically for tax offices. There is nothing else like it.
The only question is whether your office is one of the first 5.
Spots are first come, first served. Once all 5 are filled, early-access pricing closes permanently.