App Features for Modern Tax Offices
Conecta brings your client records, communications, task tracking, campaigns, portal, and integrations into one system built for bilingual tax professionals.
Use this directory to explore the main workflows inside the product and jump into the specific feature pages that matter most to your team.
Explore the Feature Directory
Manage clients, leads, tags, and communication history from one bilingual record system.
Open feature page → CommunicationInboxKeep tax-season conversations, follow-ups, and internal coordination organized in one inbox.
Open feature page → OperationsTasksTrack return prep, document requests, and recurring processes with deadline-aware task management.
Open feature page → GrowthCampaignsLaunch bilingual SMS and email campaigns to activate leads, nurture clients, and drive appointments.
Open feature page → Client ExperienceClient PortalGive clients a clean place to upload documents, review requests, and move through your workflow.
Open feature page → Connected StackIntegrationsConnect Conecta with the systems your practice already depends on and keep your data flowing.
Open feature page →Want to see how these features work together?
Book a demo to see how Conecta turns disconnected client work into one operating system for your office.