Conecta
Your Digital Office

One platform to grow your tax practice.
Everything You Need for a Smoother Tax Season

From client check-in and post-appointment follow-ups to business lead generation.

FREE CLIENT ORGANIZER & DOCUMENT CHECKLIST. Click here to get started BOOK A CALL TO LEARN HOW WE COULD HELP YOU THIS TAX SEASON. Click here to get started

Tax Season Starter Pack

Get Organized For Tax Season

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Client Check In System

internal front-desk operations

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Check-In + Follow-Up System

internal ops + retention + more Google Reviews

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Check-In + Follow-Up + Business Leads

Business lead generation and nurturing

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Free Weekly Workshops Built For Tax Pros.
We Discuss Real Systems, Real Workflows, And Real takeaways
Learn More Live Every Wednesday
Tax Pros Are Switching To Conecta

One platform to grow your tax practice.

Conecta is more than a CRM, we help tax pros make more money with proven workflows, replacing expensive per-user softwares and a simple to use client portal for your clients, everything in English y en Español.

▶ Book a live demo See plans & pricing

Conecta replaces TaxDome, Textellent, Calendly, DocuSign, Mailchimp, JotForm, and any GoHighLevel white-label reseller. *and more

⭐ Trusted by 100+ tax pros across the U.S.
🗣️ Built bilingual from day one – English & Spanish
👤 Built for Tax Pros by someone who's been there with you
✓ IRS & FTC Compliant NIST IAL2
today-in-your-tax-office.conecta.app
Inbox
Clients
Tasks
Ready to file
27
Waiting on docs
41
New leads
12
Today in your tax office
MR
Maria Rodriguez
Uploaded W-2 • Needs doc checklist
Client portal
JR
Juan & Rosa
Awaiting signature • SMS reminder set
Household
AC
AC Trucking LLC
Quarterly emails scheduled
Business
Workflows
Tasks fire when clients upload documents
No more guessing who's ready or stuck.
Inbox
SMS and email in one place
Every message tied to the client record.
As seen on 📺 Estrella TV

Built by a Tax Industry Insider

10+

Years in Tax Industry

100+

Tax Pros Trust Conecta

1000s

Tax Pros Helped Grow

2

Industry Leaders Mentored By

Alberto Contreras, Founder of Conecta

I spent a decade helping tens of thousands of tax pros grow their businesses. I learned scale and systems from industry leaders who built some of the biggest names in tax.

Out of that experience and frustration with existing tools, I built Conecta alone in my small apartment, working day and night with no sleep and no meals, just pure focus. The result is the first bilingual, AI-powered platform made for tax professionals that has everything they need to grow.

Why Bilingual Tax Firms Choose Conecta

Over the past 10 years, I've worked with thousands of tax offices across the country. The biggest challenge I've seen isn't pricing—it's communication. Even if you serve Spanish-speaking clients, you'll still have English-speaking ones, and it becomes a balancing act to make sure you don't turn either off. Most tools are English-only, so you have to translate everything manually, which takes time.

The Problem I've Seen Across Thousands of Tax Offices

I'm Alberto Contreras, founder of Conecta. Over the past 10 years in the tax industry—serving 30,000+ tax professionals at Latino Tax Pro and 100+ offices at ATAX—I've seen the same gap: generic CRMs like TaxDome, Canopy, and Karbon weren't built for bilingual firms.

The challenge is communication. Even if you serve Spanish-speaking clients, you'll still have English-speaking ones, and it becomes a balancing act to make sure you don't turn either off. Most tools are English-only, so you have to translate everything manually, which takes time. Clients see English in the portal, Spanish in SMS, English in emails. The confusion leads to wrong documents, missed deadlines, and lost clients.

The Solution: Conecta is the only tax CRM built bilingual from day one—not as an add-on, but as the foundation. Since launching in August 2025, Conecta helps reduce communication errors and provides a more cost-effective alternative to TaxDome or Canopy.

See the complete comparison: Conecta vs TaxDome vs Canopy →

The Hard Truth

Most tax pros don't have a business. They have a seasonal job full of chaos.

The 7 Systems Framework

7 Simple Systems Every Tax Pro Needs to Scale

Tax pros don't struggle because of clients. They struggle because they lack systems. Conecta fixes all 7 in one bilingual platform.

1

Lead Capture

Stop losing website visitors. Capture leads with forms and landing pages. Turn visitors into booked appointments.

2

Booking & Reminders

Let clients book themselves. Automated reminders cut no-shows by 40-60%. Your calendar fills itself.

3

Payments & Deposits

Get paid upfront. Mobile payment links. Track balances at a glance. Recover $2k-$10k in lost revenue per season.

4

Document Collection

One organized portal for uploads. Clients upload from their phone. You see exactly what's missing. No more chasing.

5

Client Communication

All messages in one place. SMS and email in one bilingual inbox. Your team stays in sync. Nothing gets lost.

6

Automated Follow-Ups

Birthday messages. Booking reminders. Status updates. Review requests. Referral asks. All automatic.

7

Team Workflows

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.

Tax Season Starter Pack
📦 Tax Season Starter Pack

Get Organized Before Tax Season Hits

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.

⚙️ Operations
  • No-Show Recovery
  • Referral Requests
  • Review Requests
  • Missing Documents
📣 Marketing
  • Retention Workflow
  • Business Returns
  • New Client Onboarding
  • 21 Email + SMS Templates
📋 Plus

Client Intake Checklist • Fully bilingual (English & Spanish) • Ready to use immediately

Get the Starter Pack
⭐ Used by fast-growing tax offices

Why Tax Pros Are Choosing Conecta

They're not choosing Conecta because of features. They're choosing it because they trust who built it.

1. Built by Someone Who's Been There

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.

2. Truly Bilingual (Not an Afterthought)

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.

3. Fair Pricing (No Nickel-and-Diming)

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.

4. We Actually Listen

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.

Trusted by tax offices like yours

From solo preparers to multi-location franchises, Conecta works for every type of tax practice.

🏢
Solo preparers & new offices
🏪
Multi-location franchises
🌎
Bilingual teams on the border
💻
Virtual tax & bookkeeping firms

We'll Do It All For You

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.

1

Book Your Setup Call

We'll walk through what you're using now. We'll show you exactly how Conecta replaces it. Most calls are 30 minutes.

2

Send Us Your Stuff

Your client list (CSV or Excel - doesn't matter how messy). Access to your DNS if you want a custom domain. That's it.

3

We Set Everything Up

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.

4

You're Live (Usually Under a Week)

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.

The Best Part?

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.

▶ Book Demo Get Started

The Transformation: From Chaos to Calm

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.

Messages land in one clean inbox. Clients upload from their phone. Tasks fire automatically. Invoices go out. Money comes in faster. One week later the office is calmer. You finish earlier. You make more. Y tú mandas.

Before vs After Systems

This is what changes when you fix all 7 systems

❌ Before: Chaos

  • 20+ unread messages scattered everywhere
  • Clients sending W-2s through Facebook Messenger
  • 18% no-show rate wasting your time
  • Constant "Did you start yet?" questions
  • Manual payments, no tracking
  • Everything scattered, nothing organized
  • 6-10 hours per week on admin work
= Stress, burnout, lost revenue

✅ After: Calm Operations

  • Calendar auto-fills with bookings
  • Deposits collected upfront (70%+ reduction in unpaid returns)
  • Documents uploaded neatly in one place
  • Automatic reminders and status updates
  • Signatures handled instantly
  • Payments tracked automatically
  • You actually have capacity again
= Predictable workflow, more revenue, less stress
Unified inbox
Unified Communication

Never Miss a Client Message Again

Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.

📱
SMS & Email
All channels in one unified inbox
⚡
Instant Notifications
Real-time alerts for urgent messages
👥
Team Collaboration
Internal notes and handoffs
Smart CRM dashboard
Smart CRM

Turn Client Data Into Revenue

Switch from spreadsheets to Conecta and give clients a smoother, faster, more professional experience from day one.

📊
Tax-Specific Fields
W-2s, 1099s, business expenses, and more
🎯
Smart Segmentation
Auto-categorize by tax type and urgency
📈
Revenue Tracking
Real-time pipeline and payment status
Client Portal feature
Client Portal

Give Clients a Secure Bilingual Portal

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.

  • Client portal follows IRS & FTC guidelines and complies with NIST IAL2 documentation
  • Mobile-friendly document uploads and e-signatures
  • Automated Google review requests after service
Marketing & Growth feature
Marketing & Growth

Capture Leads and Turn Visitors Into Clients

Capture leads with forms and landing pages. Build automated campaign sequences with workflows, or send one-time blasts. Turn visitors into clients year-round.

  • Lead capture forms and landing pages
  • Workflow campaign builders (automated multi-step sequences)
  • Email & SMS blasts (one-time scheduled sends)
  • Automated birthday and anniversary campaigns
  • Seasonal campaign templates (tax season prep, year-end reminders)
Workflows feature
Workflows & Automations

Build No-Code Automated Campaigns

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.

  • Visual campaign builder with drag-and-drop
  • Automated multi-step sequences (drip campaigns)
  • Event-triggered automation (leads, payments, status changes)
  • Auto-create tasks, messages, and document requests
Payments feature
Payments

Get Paid Faster with Mobile Payment Links

Get paid faster with invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.

  • Branded invoices and mobile payment links
  • Real-time payment tracking and overdue alerts
  • Integration with popular payment processors

The ROI of Fixing All 7 Systems

Conservative averages across small tax offices using Conecta

💰 Recover Lost Revenue

$2,000-$10,000

Per season from missed payments. Deposits reduce unpaid returns by 70%+.

⏰ Save Time Weekly

6-10 hrs

By automating booking, reminders, and document collection. Cut document-chasing time by 50%+.

📅 Eliminate No-Shows

40-60%

Reduction in no-shows. Reminders alone cut missed appointments dramatically. Turn no-shows into paid appointments with deposits.

📈 Scale Without Burnout

25%

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.

What if you could stop juggling 5-6 different tools and run everything from one simple system?

❌ Old Way

  • Outlook for email
  • Your phone for texts
  • Google Drive for docs
  • Separate payment processor
  • Different tool for marketing
= Chaos, missed messages, lost leads

✅ Conecta Way

  • One login
  • One inbox (text, email)
  • One client list
  • One workflow system
  • One payment system
  • One marketing hub
= Calm, organized, profitable

Everything You Get With Conecta

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

Stop Losing Clients Because You're Too Busy to Follow Up

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.

Never Miss a Follow-Up Again

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.

Turn Every Lead Into Revenue

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.

Eliminate the Paperwork Nightmare

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.

From Chaos to Cash Flow

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.

What Tax Pros Are Saying

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."

EM
Ernie – Multi-office tax pro
Grew from scattered tools to one bilingual hub

"This keeps getting better and better. Thank you for your hard work, it means a lot to my business 🙏"

A
Ana Mendez
Tax Professional

"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."

S
Silvia Ramos
Tax Professional

"Esto revolucionará nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho más que la que estaba usando previamente." 🚀

E
Enrique Vazquez Alcazar, EA
Enrolled Agent
⭐⭐⭐⭐⭐

Trusted By Over 100 Tax Pros

Book a Demo Get Started

Our Mission

Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price, no nickel-and-diming.

Why This Matters

Unlimited users, unlimited storage: grow without limits
No SMS markup: you pay carrier cost, we add $0
Your data, your business: export anytime, it's yours
Built for our community: Latino-founded, bilingual-first

"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."

Security Built For Tax Professionals

We safeguard taxpayer data with compliance aligned to IRS Publication 4557 and FTC Safeguards Rule requirements.

IRS Publication 4557 (WISP Requirements)

  • Written Information Security Program (WISP)
  • Access controls and activity monitoring
  • Secure data handling and storage
  • Incident response procedures
  • Data disposal and physical safeguards

FTC Safeguards Rule

  • Annual risk assessments
  • Designated security lead
  • Employee training and access management
  • Vendor/Service Provider oversight
  • Multi-factor authentication
  • Encryption of customer information
  • Incident response and customer notification plan

Data Residency & Storage

  • Taxpayer data stored in secure U.S.-based data centers compliant with IRS and FTC expectations
  • Geographic redundancy and encrypted backups

Compare pricing the way a real 3-person office buys software

The pricing problem with most "all-in-one" tools

Most practice management platforms look affordable until you add:

  • Per-user seats (every staff member costs more)
  • Per-module add-ons (documents/workflow/time/billing/etc.)
  • Texting fees (often usage-based)
  • Paid implementation/onboarding (sometimes)

What you get with Conecta (Pro)

  • $799/year — unlimited users
  • SMS/Texting included
  • Fully branded client portal included
  • E-signatures included (Pro plan)
  • Built bilingual across the app (not just a translated portal)
  • Tax-office-ready stages + templates + workflows
  • White-glove setup included (I'll do it with you)

Real cost example: a 3-person office

TaxDome (typical)

  • Subscription is priced per seat (e.g., Pro 3-year term is listed at $900 per user / year → $2,700/year for 3 users).
  • Client portal is included (and there's a client mobile app).
  • Unlimited e-signatures are included on every plan.
  • SMS is usage-based (example fees shown: $11.15/mo + $0.04 per message + $30.15 initial Twilio fee).
  • Implementation assistance can cost extra ("fees apply").
  • TaxDome example total (before texting usage): ~ $2,700/year (plus SMS usage if you enable it).

Canopy (typical)

  • Base platform shown as $150/mo ($1,800/year) for unlimited users, and it includes Client Portal and Engagements/Proposals with eSignature.
  • Many firms add Document Management, listed at $36/user/month (and it includes Unlimited eSignatures).
  • Canopy also notes their calculator is an estimate and add-ons/services can increase the quote.
  • Canopy example total (base + Document Mgmt for 3 users): $1,800/year + ($36 × 3 × 12) = $3,096/year

Conecta (same 3-person office)

  • $799/year (unlimited users)
  • Everything above included
  • Total: $799/year
  • Example savings vs TaxDome Pro (3 seats): ~$2,001/year (not counting SMS usage).
  • Example savings vs Canopy (base + Doc Mgmt, 3 users): ~$2,397/year.

See detailed comparisons:

Conecta vs TaxDome & Canopy → Conecta vs Karbon →
Early Access Pricing

Join now and lock your price for life.

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

Basic
$59 /month
or $599/year

For solo preparers and new offices getting organized for the next season.

  • 1 office location
  • Full CRM, tags, folders & segments
  • Unified inbox for SMS and email
  • Basic document requests & reminders
  • Unlimited users (Early Access)
Most popular
Plus
$79 /month
or $799/year (save $149)

For growing bilingual offices that want workflows, client portals, and campaigns in one hub.

  • Everything in Basic
  • Client portal & document checklist flows
  • Automated reminders & task workflows
  • Broadcast campaigns & saved audiences
  • Unlimited users (Early Access)
Pro
$99 /month
or $999/year

For franchises, service bureaus, and multi-location firms that need shared views and per-office reporting.

  • Everything in Plus
  • Multiple locations & teams
  • Shared templates & workflows
  • Centralized reporting
  • Unlimited users (Early Access)

Questions tax pros usually ask

Short answers now. We can go deeper on a live demo.

Conecta is a bilingual, AI‑powered growth platform for tax pros. It unifies CRM, communications (text, email, portal), workflows (no‑code triggers, tasks, reminders), payments, and multi‑office dashboards.
Same day setup. You get a working portal, inbox, and first workflow today. Most offices are fully live in under 7 days. We'll personally help you import your contacts, set up your inboxes, and build your first workflows so you're ready for tax season.
Three things:

• Access to your DNS (We'll show you exactly where to click)
• Your client list - CSV or Excel, however messy it is
• Tell us if you need a website built

That's it. We'll handle everything else. Most people overthink this part.
Yes. Send us your spreadsheet. We don't care if it's messy. We'll clean it up, import it, and set up your fields.

Coming from another tool? We'll walk you through the export and do the import ourselves.

You shouldn't have to figure this out. That's our job.
No. If you can use a smartphone, you can use Conecta.

Conecta is built for tax pros, not software engineers. I'll guide you step-by-step and keep the workflows simple so your team actually uses them.

Most people are up and running the same day.
Yes. Conecta is built from day one for English and Spanish speaking teams and clients. Every page is bilingual. One click switches languages. The AI drafts in English or Spanish so you sound like you, not a robot. Your staff can use whichever language they're more comfortable with.
Other tools are not built for tax pros or for bilingual work. Conecta is communication‑first and growth‑first, with native SMS + email, EN/ES everywhere, and tax‑specific stages and templates. No per‑user fees for early access users.
That's the goal. On your demo we'll walk through what you're using now and show exactly where Conecta can replace 3–5 tools, and where it can plug in to what you already have.
There isn't one. The table shows your locked‑in discount and unlimited users during Early Access. No long‑term contracts. Cancel any time. Keep your lower rate for life.
No. Unlimited users are included during Early Access. Add as many team members as you want with no extra fees.
No. Unlimited document storage is included. Store unlimited files and documents. Never run out of space.
No. You pay carrier cost only. We don't add any extra charges. Text messages at cost.
Yes. Roles and permissions, shared templates, per‑office branding, and roll‑up reporting are built in. Switch between locations or view them all from one dashboard. Manage multiple offices all in one account.
Yes. Conecta's bilingual AI drafts marketing messages, subject lines, replies, workflow steps, and task lists across the app. You review and approve. While automations run, it analyzes results and suggests what to do next.
E-signatures are included in the Pro plan and are ready by tax season for users who sign up during Early Access. Setup takes 1-2 days maximum.
Anytime. It's your data. Download your data anytime. It belongs to you.
Clients can pay in the portal using branded pay links and invoices. You can see balances at a glance. Security includes short‑lived tokens, encryption in transit and at rest, and per‑office data isolation, plus consent logging for messaging compliance.
It is simple on purpose. One login. One list. Clear next steps. Your team will thank you because finally everything makes sense.
Conecta is built for tax pros, not software engineers. We'll guide you step-by-step and keep the workflows simple so your team actually uses them.
Early Access Pricing

Be ready before tax season starts.

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.

▶ Book a live demo See plans & pricing

Book Your Demo

Choose a time that works for you and we'll show you how Conecta can transform your tax practice.