Conecta customer add-on

Launch your tax school with Conecta.

Train future preparers, recruit your next tax-season team, and run enrollment, payments, student communication, and marketing from the same platform you use to run your tax office.

English and bilingual options Ready-to-teach materials Conecta marketing support
Your Tax School Launch Everything needed to begin enrolling
Ready to build
Instructor programDashboard, curriculum and training
Enrollment landing pageBranded for your tax school
Student enrollmentCourse seat added for each student
Marketing campaignEmail, text and social launch support
Managed inside Conecta

Set up your school, enroll students, follow up with leads, collect payments, and manage the full launch from your Conecta account.

Program advantages
Train-to-hire model
Year-round opportunity
You set student tuition
Launch on your schedule
More than a class

Your tax school can become your recruiting system.

Instead of waiting until January to look for preparers, train people before tax season and see who is ready to join your team.

Build your future staff

Teach students your standards, watch how they perform, and identify the people you may want working in your office.

Create off-season revenue

You decide what to charge for instruction, class support, and the overall experience you provide to your students.

Grow your tax office

A trained pipeline can help you serve more clients, expand your hours, or support additional locations when demand grows.

Curriculum & courses

You teach. The system and materials are already built.

Through Latino Tax Pro, Conecta customers can access instructor materials and student courses without building a curriculum from scratch.

Course platform and educational content: Provided through Latino Tax Pro. Course availability, approval type, language, credits, and reporting depend on the program selected.

Instructor dashboard

Enroll students, monitor course progress, and manage certificates from one central dashboard.

Ready-to-teach curriculum

Course materials may include PowerPoints, quizzes, exams, practice tax returns, lecture guides, eBooks, and instructor resources.

Current-season materials

The instructor program includes current tax-season educational PowerPoints and one year of technical support.

Instructor training and support

Get help enrolling students, navigating the dashboard, and operating the training program from inside Conecta.

Federal or California options

Choose the program that fits your market, including Federal, California, English, and bilingual English-Spanish options.

The Conecta advantage

Conecta runs the business side of your school.

Course content is only one part of launching. Inside Conecta, you can promote the class, follow up with leads, collect payments, communicate with students, and keep enrollment organized.

Custom enrollment landing page

A clean page branded for your school with your class details, tuition, and a clear call to enroll.

Lead follow-up

Keep prospective students in one place and follow up through text, email, or WhatsApp.

Enrollment organization

Track student information, payments, documents, notes, and next steps without relying on scattered spreadsheets.

Marketing support

Get help setting up your launch campaign, enrollment messages, reminders, and follow-up strategy.

Inside Conecta

Your tax school runs on the platform you already use.

Tax school is a Conecta customer add-on. You need Conecta first, then you can launch and manage your school from your account.

Instructor materials

Access the instructor program, curriculum, and teaching resources through Latino Tax Pro.

Student course access

Enroll students into eligible Federal or California courses, including English and bilingual options.

Enrollment & operations

Manage your landing page, leads, payments, student communication, follow-up, and marketing in Conecta.

Instructor materials and student courses are fulfilled through Latino Tax Pro. Tax school purchasing and setup happen inside Conecta after you become a customer.

How it works

Launch it without overcomplicating it.

Become a Conecta customer, set up your school, enroll your first class, and build more automation as the program grows.

1

Get Conecta

Start with Conecta so you have the platform to run your tax office and launch your tax school add-on.

2

Set up your school

Organize your offer, enrollment page, lead tracking, payments, and launch campaign inside Conecta.

3

Enroll students

Recruit students, collect enrollment information and payments, and add course access for each student who joins your class.

4

Teach and recruit

Run the class, track completion, and identify strong students who may fit your tax office.

Questions

What you need to know before starting.

The course provider controls course content, approvals, credits, deadlines, and platform access. Conecta helps you build and operate the business system around the school.

Do I need a Conecta account to launch a tax school?

Yes. Tax school is a Conecta customer add-on. You need the Conecta platform first, then you can set up and manage your school from inside your account.

Can I buy the tax school package from this page?

No. This page explains the offer. Purchasing and fulfillment happen inside Conecta after you become a customer.

What does Conecta handle for my tax school?

Conecta helps with your enrollment landing page, lead follow-up, student communication, payment collection, enrollment organization, and launch marketing.

Who provides the instructor materials and student courses?

Latino Tax Pro provides the educational content, course platform, student access, and applicable credit reporting. Conecta helps you operate the business system around the school.

How much can I charge my students?

You set your own tuition based on the instruction, schedule, support, materials, and experience you provide.

Can I teach in Spanish?

Yes. Bilingual Federal and bilingual California instructor programs are available with materials in English and Spanish. Confirm the language for each course before enrolling students.

Are the courses approved?

Latino Tax Pro offers IRS, CTEC, and NASBA-approved education. The specific approval, number of hours, reporting method, and eligibility depend on the exact course selected and the student’s state or credential requirements.

Are textbooks and shipping included?

Digital materials are available, but physical textbooks and shipping may cost extra depending on the package and course selected.

Ready to get started?

Build the school now. Build the team before tax season.

Get Conecta first, then launch your tax school add-on to recruit students, collect payments, communicate with your class, and build your preparer pipeline.