Conecta: A Bilingual, AI-Driven Platform for Professional Services
Conecta streamlines the professional services industry with a unified system that integrates bilingual communication, AI automation, and built-in marketing tools. It enables firms to scale efficiently across tax, insurance, and real estate sectors, without juggling multiple platforms.
Advisory Network
Market Context
The U.S. professional services landscape is vast yet underserved:
With a $3.6 trillion Latino GDP, the need for year-round, bilingual workflows is clear.
Among 5.1 million Hispanic-owned businesses, Conecta ensures Spanish isn't an afterthought—it's native to the experience.
The Problem
Current platforms fragment core operations across disconnected systems:
- TurboTax/Intuit: English-only, lacks automation and marketing.
- H&R Block: Separate tools for tax, CRM, and communication.
- Liberty Tax: Expensive and English-first.
- Generic Practice Software: No AI or bilingual automation.
The Conecta Advantage
Conecta provides one seamless, AI-powered platform for tax preparation, client management, and marketing, fully bilingual and automation-ready.
Core Features (AI Everywhere)
Contacts (Centralized CRM)
AI-powered bilingual Smart Replies for SMS and email with quick actions (Pay, Request Docs, Book Meetings). Intelligent auto-tagging for ITIN, business clients, or prior-year non-filers. Dynamic audience segmentation for marketing campaigns.
Inbox (Unified Communication)
AI summarizes messages and suggests bilingual responses. Secure document uploads with status tracking and folder management. Integrated Client Portal with e-signature workflows compliant with IRS and FTC standards.
Teams Chat (Internal Collaboration)
Channels, DMs, @mentions, and file sharing. AI-generated summaries and actionable next steps from discussions.
Tasks (Streamlined Workflow)
AI auto-assigns deadlines and prioritizes tasks. One-click bilingual checklists for ITIN/1040/1120S. Smart filters by contact, staff, due date, or priority.
Settings (Organizational Control)
Role-based access control with granular permissions. Team management, billing, and account settings. Secure configuration options.
Help Desk & Conecta Bot
Real-time AI support embedded across every page. Automated bilingual responses for quick assistance. Intelligent task notifications and reminders.
Marketing & Workflow Automation (Next Phase)
- Automated campaigns via SMS and email in both languages.
- AI-driven lead nurturing and segmentation.
- Workflow triggers for reminders, progress tracking, and partner white-label branding.
Founder's Journey
Guided by Carlos C. Lopez, EA (founder of the first Spanish-speaking tax association) and John Hewitt (creator of 9,000+ franchise locations), I built Conecta from my Tijuana apartment—without funding or a team—to give professionals a bilingual, AI-native, and affordable software alternative.
Early Traction
Peer platforms scaled to 10,000+ firms within five years.
Conecta's pipeline includes 200+ warm leads, 1,000+ cold leads, and a robust Facebook network of tax professionals.
End-of-Year Milestones:
- IRS- and FTC-compliant e-signature system live.
- Workflows and Campaign modules launched.
- Migration to AWS or Google Cloud (approved for both startup programs).
Pricing Philosophy
Conecta delivers high-quality, transparent pricing, no per-user, storage, or contact limits.
Pro Plan (per office): $159/month or $1,399/year
- Unlimited users & contacts
- AI automation included
- Bilingual support
- Website redesign
White-Label Program: Tailored for service bureaus and associations.
Setup Fee: $2,000 (includes):
- Custom branding (logo, colors, subdomain)
- Three office licenses
- Comprehensive onboarding and training
- Admin dashboard for sub-account management
Ongoing Licenses: 60% of retail ($95.40/month per office)
Add-ons: AI automation ($12/month) • Websites ($299)
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Revenue Models: Path to $1M ARR
| Scenario | Offices | White-Labels | Monthly Revenue | Annual Revenue |
|---|---|---|---|---|
| Base Case | 500 | 0 | $79.5K MRR | $954K ARR |
| Growth Case | 400 | 3 | $93.6K MRR | $1.12M ARR |
| Optimized Case | 300 | 3 | $87.7K MRR | $1.05M ARR |
| Expansion Case | 700 | 5 | $111.3K MRR | $1.34M ARR |
Security and Compliance
- Data Protection: Org-level isolation, least-privilege access, and full audit trails.
- Messaging Compliance: A2P registration and delivery monitoring.
- E-Signatures: Built to meet IRS and FTC data standards.
- Privacy: Designed to exceed federal safeguards.
Scalability and Market Expansion
Conecta's architecture extends beyond tax services to adjacent industries.
Target Sectors:
- Insurance: Bilingual onboarding and policy management.
- Real Estate: Lead automation and transaction workflows.
- Financial Planning: Lifecycle management and compliance tracking.
- Legal Services: Case intake and bilingual document management.
Why It Scales:
- Shared operational challenges.
- Demand for bilingual automation.
- Common compliance frameworks.
Five-Year Vision
Years 2–3: 1,000 offices across five industries.
Projected Revenue: $230K MRR + $60K in cross-industry partnerships = $290K MRR (~$3.5M ARR).
Funding Request: $250K
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