Bilingual call answering
Sofia helps callers in English and Spanish, including mixed conversations.
Sofia AI Receptionist Pricing
Sofia is the bilingual AI receptionist built into Conecta for tax offices. Pricing is simple: one monthly price for your office phone number, with additional extensions available for staff or locations that need them.
What Sofia pricing includes
Sofia is connected to Conecta workflows, not just the phone. Calls, notes, voicemail, tasks, and follow-up can stay tied to the client record.
Appointments and rescheduling
Sofia can help with appointment questions and rescheduling based on your workflow.
Document and signature status
Sofia can help with document and e-signature status when connected in Conecta.
Balances and next steps
Sofia can help with routine balance questions when the information is available.
Routing and voicemail
Sofia can route calls, take voicemail, and capture why the client called.
Notes and follow-up
Call notes and follow-up can be saved inside Conecta for your team.
How Sofia pricing compares
Sofia is priced for tax offices that need call answering connected to client records, appointments, documents, balances, and follow-up.
Answering service
Generic AI receptionist
Sofia inside Conecta
Takes messages, may route calls
Answers basic calls
Answers calls and connects follow-up to Conecta
May support Spanish if staffed
Spanish support varies
Built for English and Spanish callers
Usually separate from office systems
Usually phone first
Connected to tax office workflows
Sofia is part of Conecta
Sofia is not standalone. Sofia is built into Conecta, the bilingual CRM and tax office management platform for client communication, tasks, documents, appointments, and follow-up.
Conecta does not prepare or file tax returns. It helps tax offices manage the office around the return.
Best fit
Sofia is built for tax offices and tax preparers that need bilingual phone coverage connected to real office workflows.
Sofia pricing FAQ
How much does Sofia AI Receptionist cost?
Sofia is $150/month per office phone number and $50/month per additional extension. Pricing may change.
Is Sofia included with Conecta?
Sofia is built into Conecta, but Sofia phone pricing is separate from regular Conecta CRM pricing.
Is Sofia standalone?
No. Sofia is not standalone. Sofia is built into Conecta and connects calls to tax office workflows.
What is an extension?
An extension is an additional staff or team line connected to your Sofia phone setup.
Can I add or remove extensions?
Sofia is designed for tax offices that may need more coverage during tax season and less coverage after. Book a demo to confirm the setup that fits your office.
What tax office workflows can Sofia help with?
Sofia can help with calls, appointments, rescheduling, document status, e-signature status, balances, routing, voicemail, call notes, and follow-up when those workflows are connected inside Conecta.
See if Sofia fits your office phone workflow
Walk through your office setup, phone number, extensions, and the client questions your team handles every day.