Conecta Is Different Now

Last updated: June 12, 2026

Conecta is a front-office platform for tax offices. Calls, clients, documents, appointments, messages, campaigns, e-signatures, and follow-up. All in one place.

This covers what’s in the product and what changed since tax season.

What changed

Last tax season, real offices used Conecta and showed us what wasn’t working. Team chat dropped. Some workflows were too slow. Some screens weren’t fast enough.

We rebuilt around that feedback. We cleaned up the foundation, moved more of the app to Google Cloud Platform, stabilized team chat, improved Sofia’s bilingual AI, and tightened the overall experience.

The goal:

One connected workspace for the work that happens before, during, and after the tax return.

Fewer missed calls. Fewer missed follow-ups. Fewer disconnected apps. Unlimited users. Unlimited storage.

For context on where this came from: Conecta was built by someone who spent a decade in the tax industry, including time as CRO at Latino Tax Pro and Growth Director at ATAX supporting 100+ offices. The gap was obvious. Latino-owned and bilingual tax offices were stitching together 5 to 7 separate tools: a booking app, an SMS tool, a client portal, an e-signature tool, a CRM, an intake form builder, and usually a spreadsheet holding it all together. None of it connected. Conecta was built to replace that patchwork with one system.

Today, around 150 tax offices use Conecta to manage roughly 18,000 contacts.

Sofia AI Receptionist and Phone System

Sofia is an optional add-on. She’s a 24/7 bilingual AI receptionist and full phone system built specifically for tax offices.

She answers every call. Not just the ones that go unanswered, not just when staff is busy. Every call. She greets callers, figures out what they need, and handles it. If a client calls to reschedule, she checks availability and makes the change. If they’re asking whether their documents came in, she looks it up and tells them. If they want to know their balance, she pulls it from their Conecta record and gives them the answer on the spot. No hold music. No interrupting your staff. No follow-up needed.

The bilingual part isn’t a menu. No “press 1 for English, press 2 for Spanish.” Sofia holds full conversations in both languages, and if a caller switches mid-call, she switches with them. It works naturally, not mechanically.

When a call needs a real person, Sofia transfers it to the right staff member. If no one’s available, she takes a voicemail and saves it in Conecta so nothing falls through. Every call gets connected back to the client record: the notes, the follow-up, the outcome.

She replaces the need for a separate phone system entirely. Inbound calls, outbound calls, staff extensions, call transfers, voicemail. All in one place, all tied to Conecta. Recent infrastructure upgrades made her more stable and improved the bilingual experience across both languages.

Branded Client Portal

Most offices share documents through texts, email attachments, and random upload links. Clients lose things. Staff end up chasing them.

Conecta gives every office a branded client portal. It’s a private space with the office’s name on it where clients can upload documents, view what they owe, book appointments, and message the office directly. It’s mobile-friendly, so clients can do it from their phone without logging into a desktop or hunting through email. Magic links and PIN access make it easy to get in without a password.

The office gets documents faster. Clients get a professional experience.

Personal Client CRM

Most offices manage their client list across spreadsheets, tax software, email, text, and memory. Things get missed.

Conecta keeps everything in one place: client and lead profiles, notes, tags, communication history, custom fields, and saved views. The contact list can be filtered and segmented so the office always knows who needs follow-up, what service they need, what language they prefer, and what’s still missing. Not just hold names.

Business CRM

Business clients are different from individual clients. They have owners, employees, multiple services, entity filings, and more complexity than a contact card can hold.

Conecta gives each business its own profile with dedicated tabs for messages, documents, integrations, and partner workflow forms. Owners and employees can be tracked separately. Services can be assigned. Public profile pages keep business information accessible. It’s built to track business relationships the way they actually work, not force them into a format meant for individuals.

Households and Dependents

Many tax offices serve families, not just individual contacts.

Conecta lets offices group related clients into households, track dependents, and give the whole family shared portal access. Documents, appointments, and filing needs stay connected under one household instead of scattered across separate client records. When a family comes back next season, everything is already organized.

Partner, Referral, and Cross-Sell Tracking

Many tax offices do more than tax prep: insurance, bookkeeping, payroll, business formation, notary, ITIN, and more.

A conversation during tax season can turn into a referral, a bookkeeping client, or an insurance opportunity. But only if the office remembers to follow up. Conecta tracks those opportunities by service type so they don’t get lost after the appointment. Insurance, reverse mortgages, payroll, business formation, notary, ITIN: each one has a place to live in the client record.

Document Management

Chasing missing documents is one of the biggest time drains in a tax office.

Conecta lets offices send structured document requests directly to clients, with specific items, deadlines, and automatic follow-up by SMS or email until everything comes in. Documents get organized into folders by client or business. Offices can download, move, and manage files without hunting through email threads. For offices that need to export, PDF and Excel generation are built in.

Set up the request once. Conecta handles the follow-up.

Unified Inbox and Messaging

Client messages get scattered across personal phones, email, voicemail, and staff conversations. Nobody has the full picture.

Conecta brings SMS, MMS, and email into a shared team inbox connected to the client record. Anyone on the team can see the conversation history without asking around. Delivery logs and message analytics show what was sent and when. Inbox AI helps manage volume. Drafts and templates keep responses fast and consistent.

When the team can see the history, clients don’t have to repeat themselves.

Email and SMS Templates

Tax offices send the same messages all season: documents needed, appointment coming up, return ready, balance due, review request, referral ask.

Conecta lets offices build reusable email and SMS templates in English and Spanish and send them directly from the inbox or contacts page in a few clicks. Templates keep communication fast, consistent, and professional without starting from scratch every time.

Blasts, Broadcasts, and Campaigns

A blast is a message sent to a group of clients at once: SMS, MMS, or email. No texting people one by one.

Conecta includes blast tools with segmentation, scheduling, and analytics so offices can reach the right group of clients at the right time. Prebuilt campaign templates cover the most common scenarios: new leads, missing documents, tax season follow-up, business clients, and partner service opportunities. Blast history and recipient previews make it easy to see what went out and who got it before it sends.

Workflow Automation

A workflow is a set of steps that run automatically when something happens: a new client is added, a document comes in, an appointment is completed.

Conecta includes a workflow builder with prebuilt templates for tax prep, bookkeeping, payroll, document collection, and client follow-up. Workflows can send messages, create tasks, request documents, and update client records without anyone having to remember to do it. The same process runs the same way every time.

Team Chat and Internal Messaging

Conecta includes built-in team chat so staff can talk about client work without switching to WhatsApp or personal texts.

During tax season, offices liked it. But it wasn’t stable enough. Team chat now runs on Firestore realtime infrastructure on Google Cloud Platform. More stable, more responsive, and less likely to drop mid-conversation. Staff can share files and stay in the same place they’re doing the rest of the work.

Tasks and Work Management

Conecta includes task management so offices can assign work, set due dates, and break follow-up into visible steps with subtasks and checklists.

Follow-up shouldn’t live only in someone’s head. Tasks make it visible, assignable, and trackable, so nothing falls through because one person was out or forgot.

Booking and Scheduling

Conecta includes appointment booking built into the office workflow. Similar to Calendly, but connected to the client record.

Clients can book from a public booking page, pick from available times, and receive confirmation and reminders by email and SMS. The office controls availability, event types, and booking fields. After the appointment, Conecta can automatically send a review request or referral ask while the experience is still fresh. The booking, the reminder, and the follow-up all stay connected.

Google Business Profile and Reputation

Conecta connects to the office’s Google Business Profile so the team can monitor reviews, respond to them, update business hours, and view analytics without leaving the platform.

After an appointment, Conecta can automatically send a Google review link. Most offices don’t ask for reviews consistently because it’s easy to forget. Automating the ask means more reviews get requested at the right moment, without extra steps for the staff.

Conecta Sign and E-Signatures

E-signatures let clients sign documents from their phone. No printing or scanning.

Conecta Sign is built into the platform. Offices can send signature requests, place fields on PDFs, and track completion from the same place they manage the client. Signed documents stay connected to the client record with a full audit trail and signing certificate. Completed signatures get delivered by email automatically. Signing emails carry the office’s branding.

Signatures should live next to the client. Not in a separate tool.

Payments and Balance Due Follow-Up

Conecta lets offices send payment links, track what clients owe, and follow up when a balance is still outstanding.

Clients can pay directly through the portal. The total due shows on the client’s dashboard so there’s no confusion about what’s owed. A completed return doesn’t help the office if the invoice is still unpaid. Payment follow-up keeps that visible so the office isn’t chasing it manually.

English, Spanish, and Bilingual Experience

A large share of tax office clients in the US speak Spanish. Conecta is built for that.

English and Spanish are supported across client communication, templates, campaigns, booking, the client portal, and office workflows. Staff can work in either language. Clients get the experience in the language they prefer.

The bilingual part matters operationally, not just in marketing. When a client doesn’t understand a document request, the office waits longer. When a reminder is confusing or generic, the no-show rate stays high. When instructions are translated inconsistently, staff spend more time answering the same questions. Conecta is built bilingual from the start, not translated after the fact. Client portals, document requests, reminders, intake forms, and notifications all support both languages. The office doesn’t build separate English and Spanish workflows manually. The platform handles it.

Getting Set Up

Most offices are live within a week. Same-day setup is possible for the core pieces: client portal, inbox, and a first workflow. Full setup, including data migration and configuration, typically takes under 7 days with guided onboarding.

If you’re coming from another tool, Conecta can help with data migration. That includes cleaning up spreadsheets, importing contacts, and guiding exports from other platforms. The migration burden doesn’t sit on your team alone.

To get started, you need access to your DNS settings, your client list in CSV or Excel format, and clarity on whether you need a website. Conecta handles the rest.

Services Around the Software

Conecta also offers hands-on help for offices that need to clean up the technology around their office: domains, hosting, websites, email accounts, Google Workspace, Microsoft 365, disconnected tools.

A lot of offices aren’t struggling with just one app. They have disconnected domains, emails, websites, calendars, review pages, and booking links, often owned by different people. Conecta can help consolidate and clean that up so the office is running on a foundation that actually works together.

What This Means for Tax Offices

Conecta handles: answering calls, capturing leads, managing clients and businesses, organizing households, messaging clients, collecting documents, booking appointments, running campaigns, tracking tasks, sending e-signatures, following up on payments, and managing Google reviews. In English and Spanish, with unlimited users.

The Short Version

Last tax season, real users showed us what needed to be better.

We listened. We rebuilt.

Conecta is now faster, cleaner, more stable, more mobile-friendly, and more complete.

One connected workspace for the tax office front end. Stop chasing clients across phones, emails, spreadsheets, portals, and disconnected apps.