Tax Office CRM for Enrolled Agents
Enrolled agents run some of the most sophisticated independent tax practices in the country — complex clients, year-round IRS work, bilingual engagements. Most are managing all of it with tools that were built for simple service businesses and retrofitted with workarounds.
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 enrolled agents used Conecta
An enrolled agent with 180 clients — including 40 IRS representation cases — was tracking all correspondence, deadlines, and document requests across sticky notes, a personal calendar, and a folder system that only made sense to him. After implementing Conecta, every client has a digital record with all communication history, document status, and workflow stage in one place. He stopped spending the first 30 minutes of every day trying to remember where he left off.
The 3 problems enrolled agents have right now
- No centralized view of which clients have outstanding document requests vs. which are ready to proceed
- Manual follow-up for appointment reminders, organizer requests, and post-filing review asks — done separately for each client
- Bilingual client needs handled with workarounds: manually translating messages or using a separate SMS tool
- Client communication spread across personal cell phone, email, and WhatsApp with no unified record
How Conecta solves each
Client pipeline with status tracking
See every client's stage at a glance — organizer sent, documents received, return in progress, filed, under IRS review. No more mental inventory of 180 open cases.
Bilingual automated follow-up
Document requests, appointment reminders, and post-filing messages go out in English or Spanish based on client preference. No manual translation, no separate SMS platform.
Unified communication inbox
All client communication — SMS, WhatsApp, email — in one searchable place. Find what a client sent you last month in 10 seconds, not 10 minutes.
How enrolled agents 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 enrolled agents 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 enrolled agents
Questions from enrolled agents
Does Conecta replace my tax preparation software?
No. Conecta is a CRM and client management platform — it manages the client relationship, not the return. It works alongside your filing software (Drake, UltraTax, ProSeries, whatever you use) and handles everything on the client side: organizers, document collection, reminders, appointments, e-signatures, and post-filing follow-up. The two tools do different jobs.
Can I track different workflow stages for IRS representation cases vs. regular tax clients?
Yes. Conecta lets you create custom pipeline stages per client type. Many enrolled agents set up separate stages for IRS cases — such as "POA Filed," "IRS Response Pending," "Audit Scheduled" — alongside standard tax stages. Every client has its own record with notes, documents, and communication history, so nothing slips between cases.
Is there a limit on clients or users?
No per-client fees and no per-user seat limits. Enrolled agents managing 100 or 800 clients pay the same flat monthly rate. The Pro tier includes done-with-you onboarding to configure your exact workflows from day one.
Also see
See how Conecta works for enrolled agents
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.