Run Your Tax Office, Not Just Your Returns
Filing returns is the technical work. Running a tax office is the business work — managing clients, following up, chasing documents, booking appointments, tracking revenue, retaining last year's clients, and growing next year's list. Most tax office owners have excellent tools for the technical work and almost nothing for the business side.
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 office owners used Conecta
A San Antonio tax office owner with 4 preparers described the beginning of each tax season as "organized chaos." Clients calling different numbers, preparers answering from personal phones, documents going to email addresses no one checked, and no way to see which clients were ready vs. still pending. After implementing Conecta, she could see the status of every client in one view — for the first time, she was managing the office instead of reacting to it.
The 3 problems tax office owners have right now
- No visibility into what's happening across all clients and all preparers at once — no way to manage what you can't see
- Revenue leaks in uncollected payments, no-shows, and clients lost between seasons that no one followed up on
- Admin overhead (reminders, document chasing, appointment management) consumes time that should go to billable work
- No systematic process for growing the client base — referrals happen informally, reviews aren't requested, off-season contact doesn't happen
How Conecta solves each
Office-level visibility in one view
See every client's stage, every preparer's pipeline, and every outstanding action in one dashboard. Know what's on track and what needs intervention without asking anyone.
Automated operations that reduce overhead
Document collection, appointment reminders, post-filing follow-up, and review requests all run on autopilot. The office keeps moving even when you're doing returns — not because you're managing it manually.
Revenue protection built in
No-show reminders protect preparer time. Payment follow-up reminders recover uncollected fees. Post-season automation retains clients. These aren't features you configure once — they're systems that run your office year-round.
How tax office owners 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 office owners 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 office owners
Questions from tax office owners
How long does it take to set up Conecta for a tax office?
Same-day setup is standard. Most offices are sending organizers and automated reminders within hours of signing up. Full implementation — configured workflows, automation sequences, client portal, team inbox — typically takes under 7 days. The Pro tier includes done-with-you onboarding so you're not figuring it out alone.
What does Conecta replace for a typical tax office?
Most offices replace 4–7 separate tools: TaxDome or GoHighLevel (CRM/practice management), Textellent or a similar SMS platform, Calendly (scheduling), DocuSign (e-signatures), JotForm (intake forms), and a separate email marketing tool. Conecta handles all of these in one bilingual platform — usually at a lower total cost.
How does Conecta pricing work for an office with multiple staff?
Flat monthly fee — no per-user charges, no per-client fees, no SMS markup. The Starter tier starts at $100/month. Plus is $150/month. Pro is $200/month. All tiers include unlimited users. A 6-person office pays the same as a solo preparer at the same plan level.
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See how Conecta works for tax office owners
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.