Conecta is the only bilingual, simple to use, all-in-one platform for Tax Pros that helps you save time, make money, and get organized in English y en Español.
Years in Tax Industry
Tax Pros Trust Conecta
Tax Pros Helped Grow
Industry Leaders Mentored By
Most tax pros don't have a business. They have a seasonal job full of chaos.
Tax pros don't struggle because of clients. They struggle because they lack systems. Conecta fixes all 7 in one bilingual platform.
Stop losing website visitors. Capture leads with forms and landing pages. Turn visitors into booked appointments.
Let clients book themselves. Automated reminders cut no-shows by 40-60%. Your calendar fills itself.
Get paid upfront. Mobile payment links. Track balances at a glance. Recover $2k-$10k in lost revenue per season.
One organized portal for uploads. Clients upload from their phone. You see exactly what's missing. No more chasing.
All messages in one place. SMS and email in one bilingual inbox. Your team stays in sync. Nothing gets lost.
Birthday messages. Booking reminders. Status updates. Review requests. Referral asks. All automatic.
Document what happens next. Your team knows what to do. You're not the bottleneck anymore. You can actually take a day off.
Every page is bilingual. One click switches languages. English y Español.
Some tax pros don't know this exists, and it's not about cameras or antivirus. The IRS wants you to have a written plan that shows how your office protects client data. We will create it for you for free, so your office is covered for tax season.
Enter your info below and we'll help you get your WISP done.
They're not choosing Conecta because of features. They're choosing it because they trust who built it.
I spent 10 years helping thousands of tax pros grow. I learned from the best in the industry. I built Conecta because I was frustrated with the tools out there. I know what you need because I've lived it.
Every other tool treats Spanish like an add-on. Conecta is built bilingual from day one. Your clients switch languages with one click. The AI writes in English or Spanish. This is for our community.
Unlimited users. Unlimited storage. SMS at cost (no markup). Your data belongs to you. Export anytime. No per-user fees. No hidden costs. Just fair, transparent pricing.
We ship updates daily based on your feedback. You ask for something, we build it. This isn't some faceless corporation. It's us, building for you.
From solo preparers to multi-location franchises, Conecta works for every type of tax practice.
The #1 reason tax pros don't switch tools? "I don't have time to set it up." That's why we do it for you.
We'll walk through what you're using now. We'll show you exactly how Conecta replaces it. Most calls are 30 minutes.
Your client list (CSV or Excel - doesn't matter how messy). Access to your DNS if you want a custom domain. That's it.
We import your clients. We set up your workflows. We connect your email and phone. We build your portal. We configure your automations. You don't lift a finger.
Most offices are fully live in under 7 days. Some go live the same day. It depends on how fast you send us what we need.
This isn't a "premium onboarding package" you have to pay extra for. This is included for everyone. We'll personally walk you through every step. We'll do the heavy lifting. You just show up.
Before: Chaos, stress, confusion. Scattered messages. Lost documents. No-shows. Chasing signatures and payments. Staff confusion.
After: Calm operations, automation, predictable workflow. More capacity. Professional experience. Less manual work.
This is what changes when you fix all 7 systems
Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.
Switch from spreadsheets to Conecta and give clients a smoother, faster, more professional experience from day one.
A bilingual portal for messages, document uploads, e‑sign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
Capture leads with forms and landing pages. Build automated campaign sequences with workflows, or send one-time blasts. Turn visitors into clients year-round.
Build automated campaign sequences with our visual workflow builder. Create multi-step drip campaigns that trigger automatically on events (new lead, status change, payment). Perfect for lead nurturing and automated follow-ups.
Get paid faster with invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
Conservative averages across small tax offices using Conecta
Per season from missed payments. Deposits reduce unpaid returns by 70%+.
By automating booking, reminders, and document collection. Cut document-chasing time by 50%+.
Reduction in no-shows. Reminders alone cut missed appointments dramatically. Turn no-shows into paid appointments with deposits.
Higher client retention. 60% faster onboarding. Professional experience keeps clients coming back.
Fixing just ONE system can change your whole season. Fixing all 7? That's how you build a real business.
No hidden fees. No per-user charges. Everything included.
Add as many team members as you want with no extra fees
Store unlimited files and documents. Never run out of space.
We don't add any extra charges. You pay carrier cost only.
Works in English and Spanish. Switch languages with one click.
Your clients can upload documents and message you, all in one place.
Never forget a follow-up. Tasks and reminders keep you organized.
Clients can sign documents online. No printing or scanning needed.
Download your data anytime. It belongs to you.
Your client information is protected with industry-standard encryption
Access your practice from anywhere with our responsive mobile interface.
Get help when you need it with our responsive customer support team.
New features added based on your feedback
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
Built for our community: Latino-founded, bilingual-first
While you're buried in paperwork, your competitors are stealing your clients. Conecta's AI never sleeps, never forgets, and never drops the ball. It's like having a bilingual assistant who works 24/7 and gets smarter every day.
Conecta's AI handles client follow-ups in English and Spanish automatically. It learns what works and never misses a touchpoint, so you can focus on building relationships instead of chasing paperwork.
Stop letting hot leads go cold. Conecta instantly scores, labels, and routes leads to the right person, so you never miss an opportunity to convert prospects into paying clients.
No more hunting for missing documents. Conecta's AI instantly organizes everything and tells you exactly what's missing, so you can focus on tax preparation instead of document management.
Turn client messages into action items automatically. Get AI-generated replies, task lists, and follow-ups, so you can scale your practice without burning out.
Real feedback from bilingual tax offices using Conecta to get ready for tax season.
"Conecta finally gave us one place for clients, messages, and tasks. My team isn't chasing conversations across multiple platforms anymore."
"This keeps getting better and better. Thank you for your hard work, it means a lot to my business 🙏"
"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."
"Esto revolucionará nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho más que la que estaba usando previamente." 🚀
Trusted By Over 50 Tax Pros
Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price, no nickel-and-diming.
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
We safeguard taxpayer data with compliance aligned to IRS Publication 4557 and FTC Safeguards Rule requirements.
Here's what you'd actually pay to get the same features elsewhere:
Other platforms for a 3-person office:
Conecta for same 3-person office:
Note: No other tool combines all this in one platform, with true bilingual support, at this price.
Everything you need to stay organized, communicate clearly, and run your office smoothly. 4 operations workflows, 3 marketing workflows, and bilingual templates for just $27.
Client Intake Checklist • Fully bilingual (English & Spanish) • Ready to use immediately
Every plan includes the full Conecta platform: clients, messaging, workflows, and support. Unlimited users included during Early Access.
✓ Get 2 months free with annual billing
For solo preparers and new offices getting organized for the next season.
For growing bilingual offices that want workflows, client portals, and campaigns in one hub.
For franchises, service bureaus, and multi-location firms that need shared views and per-office reporting.
Review your order and complete your payment below.
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Short answers now. We can go deeper on a live demo.
Give your team one calm, bilingual hub for clients, communication, and workflows - so you can start the season organized instead of scrambling.
This Early Access pricing won't last. Sign up now and lock in your rate for life. When prices go up, yours stays the same. Forever.
We'll personally help you get set up. Most offices are fully live in under a week.
Choose a time that works for you and we'll show you how Conecta can transform your tax practice.