The people building the bilingual CRM and growth platform for tax professionals who need one place for clients, follow-up, and operations.
Founder & CEO
Alberto spent a decade in the tax industry before building Conecta from Tijuana in 2025. He previously served as CRO at Latino Tax Pro and Growth Director at ATAX, supporting thousands of tax professionals nationwide.
Conecta was built to close the bilingual platform gap for tax offices that need marketing, client communication, and operations in one affordable system.
VP Business Development
Jess Corrick is a strategic partnerships leader, entrepreneur, and growth executive with more than 30 years of experience spanning insurance, tax, technology, and telehealth. He specializes in developing strategic partnerships, accelerating business growth, and helping organizations adopt innovative technologies that improve efficiency, customer engagement, and revenue.
Throughout his career, Jess has held leadership roles across InsurTech, digital health, AI-powered solutions, and business services. He has a proven record of building ventures, scaling partnerships, and turning emerging technologies into commercially viable solutions.
He builds and nurtures partnerships that expand market reach and create mutual value. He identifies new opportunities, launches ventures, and drives revenue growth, using AI, InsurTech, digital health, and emerging technologies to solve business problems. His senior-level experience spans operational design, sales, marketing, strategic planning, acquisitions, and scaling teams.
Jess holds a B.A. in Business Administration from the University of Nevada, Las Vegas.
“You can have everything in life you want, if you will just help enough other people get what they want…” — Zig Ziglar
Support
Juanito is the friendly face behind Conecta customer support, helping tax professionals get answers fast in English and Spanish.
From onboarding and troubleshooting to quick how-tos, he keeps offices moving so teams can focus on their clients.