Everything You Need for a Smoother Tax Season

Yes. The setup supports both walk-ins and scheduled appointments. You can manage the front desk flow, track who’s next, and trigger follow-ups whether the client booked online or walked in.

Yes. Your team sees the same task list and status so everyone knows what’s next and who is handling what. This prevents double work and missed handoffs.

Yes—bilingual (English + Spanish).

It can replace or reduce your need for:

• Sticky notes / paper lists / whiteboards
• Basic CRMs that don’t handle tax-season workflow well
• Separate appointment + follow-up tools that don’t talk to each other
• Manual texting/emailing from your personal phone
• Random spreadsheets tracking “called / not called / waiting”

Not always. If you’re purchasing a standalone tax-season system/setup, it can work on its own. If you want everything inside Conecta with automations, portals, and ongoing use across your office, then Conecta Pro is recommended.

No problem. We can plug this into what you already have, or replace only the parts slowing you down. You won’t be forced to rebuild everything just to use the system.

Because these are services and setups (not just a downloadable product), all sales are final once work has started. Revisions are limited to small adjustments. Major “new direction” changes may require an additional fee.

No. We build and install the system and campaigns so they work for your office, but we’re not offering ongoing weekly/monthly campaign management during tax season. Add-on support can be discussed if needed.