Tax + Bookkeeping Office Management in One Platform
Tax offices that add bookkeeping services quickly discover that two service lines need two different rhythms: tax season is a sprint with hard deadlines, bookkeeping is a marathon of monthly touchpoints. Most offices end up running these in completely separate tools — separate billing, separate communication, separate client lists. That separation is expensive and exhausting.
Conecta is a CRM and client management platform for tax offices — not tax preparation software. It handles client communication (SMS, WhatsApp, email), document collection, automated reminders, e-signatures, appointment booking, and workflow automation. It works alongside whatever filing software you already use.
Last updated: April 2026 · By Alberto Contreras, founder of Conecta, 10+ years in the tax industry
From the field: how a tax offices with bookkeeping used Conecta
A Dallas tax office owner wanted to offer quarterly bookkeeping to her 200 existing tax clients but had no system to track who had signed up, who had sent bank statements, and who owed an invoice. After setting up Conecta's business client section, she converted 40 tax clients into year-round bookkeeping clients in three months — tracked, billed, and reminded through one platform.
The 3 problems tax offices with bookkeeping have right now
- Tax clients and bookkeeping clients are managed in different tools with no connection between them
- Bookkeeping billing and follow-up are manual — sending invoices, chasing late payments, tracking which clients have submitted bank statements
- No automated monthly or quarterly touchpoints to stay on top of bookkeeping client needs
- Converting tax clients into bookkeeping clients has no systematic process — it happens informally or not at all
How Conecta solves each
Separate pipelines for tax and bookkeeping clients
Tax clients have a seasonal workflow. Bookkeeping clients have a year-round workflow. Both live in the same CRM — different pipelines, different automation, different billing — but one unified client record per person.
Monthly and quarterly reminders on autopilot
Set automated reminders to go out when monthly bank statements are due, when quarterly taxes need to be estimated, or when invoices go unpaid. Bookkeeping clients stay on track without manual calendar management.
Convert tax clients to bookkeeping clients systematically
After filing season, Conecta's automation sends a bookkeeping offer to every tax client who owns a business. Track who opens, who responds, and who converts — without a manual outreach campaign.
How tax offices with bookkeeping actually use Conecta
This is not practice management software for tracking returns. It is a client management platform for tracking clients — from first contact through document collection, reminders, signatures, and reviews. Here is how the workflow runs in a typical tax offices with bookkeeping practice:
- Send the client organizer via SMS or WhatsApp — in English or Spanish. Clients don't need to download an app. The link opens in their phone's browser.
- Client uploads documents through the bilingual portal — everything lands in one place. Document collection for tax clients that actually works.
- Automated reminders go out every 48 hours if documents haven't arrived. No manual tracking. No follow-up calls. Tax office automation handles it.
- After the return is filed, a review request sends automatically — building your reputation while you focus on the next client.
Proof points that matter to tax offices with bookkeeping
Questions from tax offices with bookkeeping
Can I manage bookkeeping billing through Conecta?
Yes. Conecta handles payment tracking, invoice reminders, and billing status for bookkeeping clients. You can configure recurring reminders when monthly fees are due and track which clients have paid and which are overdue — all within the same CRM where you manage their communication and documents.
How does Conecta know which tax clients own businesses?
Conecta tracks return type and business ownership data per contact. When you set up a client record, you can tag whether they own a business, their bookkeeping frequency, and their current bookkeeping provider. This lets you segment your tax client list and target only the ones who are a fit for bookkeeping services.
Will my bookkeeping clients see the same portal as my tax clients?
Yes — the bilingual client portal is used for both service types. For bookkeeping clients, you can configure the portal to request monthly bank statements, expense documentation, and other recurring items on a monthly or quarterly schedule. Same portal, different document request templates.
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See how Conecta works for tax offices with bookkeeping
Book a 30-minute demo. We'll walk through what your practice would look like in week one — client organizer delivered, reminders configured, portal live. Same-day setup. Full implementation in under 7 days.