Conecta is the only bilingual tax CRM built from day one, while TaxDome and Canopy require expensive add-ons for Spanish support. For firms serving Hispanic clients, Conecta costs 40% less and includes bilingual features that competitors charge extra for. A 3-person office saves $2,181-3,201 per year compared to TaxDome or Canopy.
| Feature | TaxDome | Canopy | Conecta |
|---|---|---|---|
| Base Price (3 users) | ~$2,700/year (Pro plan, 3-year term: $900/user/year) | $1,800/year (base) + $1,296/year (Document Mgmt for 3 users) = $3,096/year | $699/year (unlimited users) |
| SMS/Texting | Usage-based ($11.15/mo + $0.04/message + $30.15 initial fee) | Extra fee or separate tool | Included |
| Client Portal | Included (with mobile app) | Included (base platform) | Fully branded, included |
| E-Signatures | Unlimited included on every plan | Included (with Document Mgmt or base Engagements) | Included (Pro plan) |
| Bilingual Support | Rare or non-existent | Rare or non-existent | Built-in across entire app |
| Tax-Specific Features | Limited (tasks, documents only) | Missing - you DIY everything | Stages, templates, workflows included |
| AI Features | Extra cost or not available | Extra cost if available | Included everywhere |
| White-Glove Setup | Charge for onboarding | Self-service or paid consulting | I'll do it for you, included |
| Multiple Offices | Charge per location | Separate workspaces (extra cost) | Unlimited locations included |
| Complexity | High - need multiple modules | High - 5-6 tools to connect | Simple - one login, one platform |
TaxDome or Canopy for a 3-person office:
Conecta for same 3-person office:
I'm Alberto Contreras, founder of Conecta. In my 10+ years in the tax industry—first as CRO at Latino Tax Pro (serving 30,000+ tax professionals), then as Growth Director at ATAX (supporting 100+ offices nationwide)—I've seen the same problem over and over.
Over the past 10 years working with thousands of tax offices, I've seen the same challenge: communication. Even if you serve Spanish-speaking clients, you'll still have English-speaking ones, and it becomes a balancing act. Here's what I found:
TaxDome and Canopy are excellent tools—for English-only firms. But when you serve Hispanic clients, you hit three walls:
I built Conecta in August 2025 because I was tired of watching tax pros duct-tape tools together. Conecta is the only tax CRM built bilingual from day one—not as an add-on, but as the foundation.
TaxDome and Canopy are great if:
But if you serve Hispanic clients, need true bilingual support, and want to save $2,000+ per year, Conecta is the only choice built for you.
Yes. Conecta is the only tax CRM built bilingual from day one, while TaxDome requires expensive add-ons for Spanish support. For firms serving Hispanic clients, Conecta costs 40% less and includes bilingual features that TaxDome charges extra for.
Conecta includes full bilingual support across the entire platform at no extra cost, while Canopy requires separate modules and add-ons for Spanish functionality. Conecta costs $699/year for unlimited users with everything included, compared to Canopy's $2,880-3,900/year for a 3-person office with add-ons.
Conecta is the only tax CRM built bilingual from day one, designed specifically for firms serving Hispanic clients. Unlike TaxDome and Canopy, Conecta includes SMS, client portal, e-signatures, workflows, and bilingual support in one platform at $699/year for unlimited users.
For a 3-person office, Conecta costs $699/year with everything included. TaxDome and Canopy cost $2,880-3,900/year when you add SMS, extra storage, portal modules, and bilingual support. Conecta saves firms $2,181-3,201 per year.