This is my 10th year in the tax industry. It was my 10th tax season. And this will be my 10th Latino Tax Fest.
I started my career fresh out of college with Carlos Lopez at Latino Tax Pro. Carlos gave me freedom, confidence, and the chance to learn by doing. He trusted me with real work, real tax professionals, and real problems. A lot of what I know today started there.
At Latino Tax Pro, my main role was still focused on the company itself: improving systems, helping manage marketing and sales, and supporting the growth of the business.
But on the side, Carlos and I were also doing something called 1040 Marketing.
That side project was focused on helping tax offices improve their digital presence. That usually meant creating or updating their website, helping them get online, and then trying to connect all the tools they were already using.
A tax office might have one tool for texting, another for appointments, another for email, another for client documents, another for reviews, and maybe a CRM if they had one at all. Sometimes we used Thrive. Sometimes we used Visita. Sometimes GoHighLevel. Sometimes whatever the office already had.
But the pattern was always the same.
Tax professionals were trying to run modern offices with tools that were never really built for the way tax offices work.
So I would help duct tape everything together.
This was six or seven years ago. Even back then, I could see the problem clearly. Tax offices needed something better. They needed one place to manage clients, appointments, documents, messages, signatures, follow-ups, and daily office work.
But the technology was not where it is today.
And honestly, neither were my skills.
Over the years at Latino Tax Pro, I got to see the industry from every angle. I saw thousands of tax offices. Brand-new offices. Offices that had been around for 20, 30, or 40 years. One-person offices. Multi-location offices. Franchises. Corporate-owned stores. Offices that were growing fast. Offices that were stuck. Offices that were doing things really well. Offices that were constantly fighting their systems.
I saw what worked.
I saw what failed.
And I also worked inside tax offices myself, so I knew the difference between something that sounded good in theory and something that actually worked during tax season.
Later, I joined John Hewitt’s ATAX franchise system, where I spent the last three years focused on growth across around 120 offices.
And the same problem kept showing up.
There was no real operating system for these offices.
Tax professionals were still being forced to jump between disconnected tools. They would get locked into vendors. Prices would go up. They would hire more employees and suddenly need more seats, more storage, more add-ons, more integrations, and more workarounds.
It was always too complicated.
It was always more expensive than it needed to be.
And it was always missing something.
For years, the idea stayed in the back of my mind:
There should be one platform built specifically for tax offices.
Not a generic CRM.
Not a texting tool pretending to be a tax office system.
Not a bunch of disconnected apps duct taped together.
A real platform for the way tax offices actually run.
That idea became Conecta.
But it did not start as some big master plan.
It started almost by accident.
I have loved technology since I was a kid. I have always loved messing with software, testing tools, breaking things, fixing things, and figuring out how systems work.
That is how Conecta started.
I was messing around with a texting application I had created. It was simple at first. Then little by little, people found out about it. Tax professionals started asking for more. I started adding features. Then more features. Then more.
What started as a texting tool slowly became something much bigger.
And eventually, I had to make a decision.
I took the risk, left my job, and went all in on Conecta full-time.
At the time, my girlfriend was pregnant. We had a baby on the way. So to a lot of people, it probably looked crazy.
And honestly, they called me crazy.
But here I am, almost a year later.
Almost 200 users.
Almost 20,000 taxpayers managed through the platform.
And a product that the tax industry has never really seen before.
Conecta is now part of the Google startup program and the AWS startup program. We keep receiving more incentives, credits, and startup support, along with other programs that continue opening doors for us.
None of this was planned perfectly.
But looking back, the past 10 years prepared me for it.
The industry knowledge. The relationships. The mistakes. The offices I worked with. The software I tested. The tools I duct taped. The tax seasons I lived through. The conversations with tax pros. The technology getting better. AI becoming useful. My own skills finally catching up to the size of the problem.
It all led here.
Why Latino Tax Fest Matters
Latino Tax Fest is not just another event for me.
It is where my career started.
It is where I learned the industry.
It is where I met many of the people who shaped the way I think about tax offices, training, growth, software, marketing, and service.
And now, 10 years later, it is where Conecta is stepping into its next chapter.
But we are not showing up like just another vendor.
We are not showing up like just another exhibitor with a table, a banner, and a flyer.
We are showing up with multiple booths.
We are showing up with a real platform.
And we are showing up with a partner ecosystem that can create new revenue opportunities for Conecta users.
The goal is not only to help tax offices manage their own clients better. The goal is also to help them offer more services, refer clients to trusted partners, and create new opportunities with a few clicks.
For example, a Conecta user will be able to refer a client for another service, and the information and documents needed for that referral can be sent over instantly through the platform.
No messy back-and-forth.
No screenshots.
No forwarding random emails.
No losing documents across text messages, WhatsApp, email, and paper folders.
Conecta is becoming the connection point between tax offices, their clients, and the trusted services those clients need.
This Latino Tax Fest is the public launch of that bigger vision.
Not just a prototype.
Not just an idea.
Not just “some software some guy built.”
Conecta is now a real, multi-tenant SaaS platform built for tax professionals, with the tools offices need to run, grow, and serve clients better.
What Conecta Includes
Conecta brings together the tools tax offices usually have to buy, connect, manage, and troubleshoot separately.
It includes:
- Client management
- Households
- Appointments and booking links
- Secure client portal
- E-signatures
- Document management
- Forms
- Text messaging
- Workflows
- Automations
- Unlimited users
- Unlimited storage
- Team collaboration
- Website and lead capture tools
- Google review tools
- Client follow-up tools
And this is only the foundation.
We are also adding the next layer of what modern tax offices are going to need:
The AI side is especially important.
Most AI tools people are seeing right now are just chat windows. They answer questions, summarize text, or generate content.
That is useful, but it is not enough.
Conecta’s AI is being built directly into the platform, so it can interact with the actual systems tax offices use every day. It can help with appointments, documents, signatures, client communication, follow-ups, and eventually more of the repetitive work that takes time away from tax professionals.
The goal is simple:
AI should take work off your plate, not give you another tool to manage.
Why Pricing Is Changing
For the past year, Conecta has been growing fast.
A lot of the early stage has been about experimenting, listening, adjusting, and learning directly from real tax offices.
That was intentional.
I wanted feedback. I wanted real offices using it. I wanted to see what broke, what mattered, what confused people, what saved time, and what tax professionals actually needed once the system was in their hands.
That feedback shaped the platform.
But after all the experimenting, feedback, testing, and building, the pricing is now being solidified.
Conecta is moving into three clear plans:
Conecta Lite
$47/month or $470/year
Conecta Lite is already live on the website.
It is the simple entry point for offices that want the essentials: appointments, client portal, signatures, email, and one-to-one texting.
Conecta Plus
$150/month or $1,500/year
Conecta Plus is the main Conecta plan. This is the platform as most users know it today, built for tax offices that want the full system to manage clients, communication, documents, appointments, signatures, workflows, forms, automation, and day-to-day operations.
Conecta Pro
$250/month or $2,500/year
Conecta Pro is being tailored for enrolled agents, CPAs, and tax resolution professionals who need more advanced tools, including IRS transcript capabilities.
This plan is for offices that do higher-value work and need a more complete system for managing tax resolution, client records, documents, communication, and advanced workflows.
Additional Services
Some services will remain separate add-ons because they require additional work, infrastructure, or support.
Sofia, Conecta’s AI assistant, will be an additional charge.
Website management will also be an additional charge for offices that want Conecta to help manage their website, online presence, and related setup.
This pricing change is not about raising prices just to raise prices.
It is about moving from the early experimentation stage into a clear, mature pricing structure that matches what Conecta has become.
A tax office can use Conecta to replace or reduce the need for multiple separate tools. It can help organize client communication, reduce missed follow-ups, collect documents, send signatures, book appointments, manage households, and create a more professional client experience.
And with WhatsApp, IRS transcripts, deeper AI tools, co-branding, and reseller opportunities coming, the value is only increasing.
Why Now Matters
Right now, I am still personally involved in a lot of the setup, onboarding, product direction, and customer conversations.
That is a good thing for early users because they get direct access while the platform is entering its next stage.
But as Conecta grows, especially after Latino Tax Fest, onboarding will become more structured. Pricing will become more standardized. Some of that hands-on founder involvement will naturally become more limited.
So the current opportunity is simple:
Offices that join before Latino Tax Fest can get in before the next stage of pricing, positioning, and distribution begins.
They get access while Conecta is still close to the ground, still founder-led, and still being shaped directly with users.
After Latino Tax Fest, Conecta moves into a different chapter.
More visibility.
More resellers.
More co-branded opportunities.
More features.
More demand.
And a more mature pricing structure.
The Bigger Picture
Conecta was built because tax offices deserve better tools.
They should not have to duct tape five or ten apps together just to serve their clients.
They should not have to choose between overpriced enterprise software and generic tools that do not understand tax season.
They should not lose clients, documents, signatures, messages, appointments, or follow-ups because their systems are scattered everywhere.
And they should not have to feel behind on technology just because nobody built something specifically for them.
That is what Conecta is here to fix.
After 10 years in this industry, I know this problem is real because I have seen it from every side.
I have seen it in brand-new offices.
I have seen it in experienced offices.
I have seen it in franchises.
I have seen it in corporate systems.
I have seen it during tax season, when everything is moving fast and there is no room for software that makes life harder.
Conecta is the platform I wish existed years ago when I was helping offices duct tape everything together.
Now it does.
And Latino Tax Fest is where its reborn.
The Invitation
If you are a tax professional who knows your office needs better systems, better follow-up, better client communication, better document collection, better appointments, better signatures, and a more organized way to run your business, this is the moment to take a serious look at Conecta.
The early stage is ending.
The next chapter is starting.
And the offices that get in now will be part of the group that helped shape what Conecta becomes next.
Ten years in the making. Built from real tax office experience. Launching publicly at Latino Tax Fest. Created to help tax professionals run better offices and serve more clients.
That is the story behind Conecta.
And that is why pricing is changing.
And that is why pricing is changing.