Conecta Lite

Your whole client operation.
One place. $47/month.

Message clients, book appointments, collect documents, and get paid.

Get Started Book a Demo

$47/month · Cancel anytime

Sound familiar?

You're running your practice across 7 tools that don't talk to each other.

Texting clients from your personal phone. Emailing from Gmail. Chasing documents by hand. Booking appointments on a third tool you barely use.

It works... until it doesn't.

Conecta Lite puts everything in one place, already set up, ready on day one.

Everything You Need

Already set up and ready to go.

No configuration. No IT help. No hours long onboarding calls.

Client Portal

A private space where clients upload documents and stay informed.

  • Clients upload files from their phone or computer
  • You control what they see
  • Share a login link or embed it on your website
  • No more "did you get my documents?" texts

Inbox & Messaging

All your client conversations in one place.

  • Text and email clients from one inbox
  • Your own @protaxpages.com business email, send and receive inside Conecta
  • Business SMS number included
  • Calls forward to your cell phone
  • Send intake forms and collect information without switching apps

Scheduling

Clients book. You show up.

  • Share a booking link or add it to your website
  • Manage your calendar without a separate tool
  • Create, edit, and cancel appointments in seconds

Documents & E-Signatures

Request, collect, and sign, without the back-and-forth.

  • Send document requests your clients actually understand
  • Collect and view documents in one place
  • Send and collect signatures online

Payments

Get paid without chasing invoices.

  • Accept payments directly from clients
  • Quick Stripe setup, takes about 5 minutes

Contacts

Every client in one place, no spreadsheets required.

  • Add clients manually or import your existing list
  • See every message, document, and appointment per client
  • Search and find anyone in seconds
Conecta Lite

Simple pricing. No surprises.

Everything you need to run your daily work.

$47

per month · cancel anytime

  • Client portal & document collection
  • Unified inbox (text, email, and forms)
  • @protaxpages.com business email
  • Business SMS number included
  • Appointment scheduling & calendar
  • E-signatures & document requests
  • Stripe payment collection
  • No setup required, ready on day one
Get Started Book a Demo

No contracts. No per-user fees. Cancel anytime.

How It Works

You'll be up and running before lunch.

No onboarding call required. No IT help needed.

1

Sign up and check your email to create and verify your account.

2

Log in and set your timezone and basic preferences.

3

Add your website links *(optional)* and connect Stripe to accept payments.

4

Add or import your contacts and start working.

That's it. Start working.

No waiting. No 30-minute setup calls. No confusion.

Who it's for

  • Solo tax preparers
  • Independent bookkeepers
  • Service businesses with a real client list
  • Anyone tired of paying for tools that don't talk to each other
  • Anyone not ready for the full Conecta system yet

If you work alone and want your client operation organized, this is it.

What it's not

This is not a complex CRM. There are no workflows to configure, no pipelines to build, no team features, no bulk campaigns.

  • No workflow builder
  • No pipeline stages
  • No team management
  • No bulk marketing campaigns

Just messaging, scheduling, documents, and payments, ready to go from day one.

Built on Conecta

Grow into the full platform when you're ready.

Conecta Lite runs on the same platform as the full Conecta system. When your practice grows and you need automations, team tools, or done-for-you setup, you can upgrade without starting over.

No migration. No friction. Just more features when you need them.

Start running your practice today.

No setup. No confusion. Everything in one place from day one.

Get Started Book a Demo

$47/month · Cancel anytime · Start in minutes