Communication
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Limited Time Only - 14 Spots Remaining
$1,000 → 1 Year Pro + Website Redo
Ends November 14, 2025 at 11:59 PM PT
Unlimited Clients. Unlimited Growth. One Fair Price.
No nickel-and-diming. Bilingual. Secure. Built for our community.
You don't need another tool to glue on top of your tools. You need a new category: one simple bilingual system that runs communication, portal, payments, and workflows in one flow.
Lock this price for life as long as you do not cancel. Only 14 spots available.
Your Story
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You are in the office with a cold coffee and a buzzing phone.
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Texts live on your phone. Emails sit in Outlook. Docs hide in someone's Google Drive.
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A client asks, "Did you get my documents?" You say, "I think so." By the time you find the file, the lead is gone.
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You realize you need a simpler path. One system instead of juggling five apps.
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That is the moment you choose a simpler path. With Conecta, messages land in one clean inbox, clients see a short checklist, upload from their phone, and pay from a link. Your team knows the next step. You finish earlier, make more, and feel calm again. Tú mandas.
Conecta Pro — $1,000 / year (per office)
Regular Value: $2,249
$1,000
Save $1,249
+ Lock Price For Life
Conecta Pro Includes
- ✓ Unlimited users
- ✓ Unlimited document storage
- ✓ No SMS markup (you pay carrier cost; we add $0)
- ✓ Bilingual (English & Spanish)
- ✓ Client Portal for documents & messages
- ✓ Tasks & follow-ups
- ✓ E-signatures included (Pro plan only)
- ✓ Export your data anytime (it's yours)
- ✓ Security & compliance aligned with FTC/GLBA/IRS guidance
VALUE BREAKDOWN
Conecta Pro (1 year): $1,499
Professional Website: $750
Your price: $1,000 (Save $1,249)
Professional Website: $750
Your price: $1,000 (Save $1,249)
Professional Website Redo
- ✓ Custom design that converts visitors to clients
- ✓ Mobile-optimized for all devices
- ✓ SEO setup to rank in local search
- ✓ Lead capture forms integrated with Conecta
- ✓ Bilingual ready (English & Spanish)
- ✓ Professional copywriting for your services
LIMITED TIME URGENCY
Only 14 spots available
Ends November 14, 2025 at 11:59 PM PT
Price locked for life (don't cancel)
Ends November 14, 2025 at 11:59 PM PT
Price locked for life (don't cancel)
Pays for itself with just 4 new clients
Cancel anytime • Try completely risk-free
Our Mission
Empower tax professionals, especially in underserved communities, with simple, secure, bilingual software at a fair, transparent price, no nickel-and-diming.
Why This Matters
✓
Unlimited users, unlimited storage — grow without limits
✓
No SMS markup — you pay carrier cost, we add $0
✓
Your data, your business — export anytime, it's yours
✓
Built for our community — Latino-founded, bilingual-first
"A world where every tax office, no matter its size or zip code, runs on trustworthy, bilingual software that puts community first."
Common Questions Answered
Q:
What if I don't like it?
No questions asked refund policy.
Q:
Is it hard to switch over?
Import your data in a few clicks or have us do it for you. Hands-on onboarding at no extra fee.
Q:
What if I need help getting started?
Hands-on onboarding included. We set up your portal, import clients, and train your team at no extra fee.
What Happens When You Turn It On
Messages land in one clean inbox. Text, email, WhatsApp, portal. Clients see a short checklist and upload from their phone. Tasks show up for your team at the right time. Invoices go out. Money comes in faster. When you need words, Conecta drafts the first pass in English or Spanish that sounds like you. You hit send and keep moving.
One week later the office is calmer. You finish earlier. You make more. No nickel-and-diming.
What's Inside Your $1,000 Deal
Everything here works for any service you offer (tax prep, bookkeeping, payroll, ITIN, notary, and more). Every page is bilingual. There’s a translation button across the app.
CRM
A clean client list with saved views, tags, and custom fields. Filter your list and start campaigns, surveys, or retention follow‑ups in a few clicks.
Client Portal
A branded, bilingual portal for messages, document uploads, e‑sign, and payments. Clients see tasks and status, and can upload from their phone. After service, they get an automated friendly Google review request.
Marketing & Growth
Launch lead forms and full websites. Everything is mobile‑ready. Built‑in SEO checks, QR codes, and referral tracking turn clicks into clients.
Workflows
Build no‑code workflows that follow your playbook. Trigger on events (new lead, status change, payment). Auto‑create tasks, messages, and document requests. Keep single‑ or multi‑location teams in sync.
Payments
Get paid faster with branded invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
🤖 AI That Actually Helps (Not Hypes)
While other tools add AI as marketing fluff, Conecta's AI actually does the work. It drafts your marketing emails, writes follow-up texts, creates task lists, and even suggests your next move.
💡 Real Example:
"Hey Maria, your tax documents are ready for pickup. We noticed you also do payroll - would you like a quote for our bookkeeping services? It could save you 5+ hours per month."
↑ AI wrote that in Spanish and English, personalized for your client Maria, in 3 seconds.
📈 Smart Marketing
AI writes your email campaigns, tests subject lines, and tracks what converts. No more staring at blank screens wondering what to say.
🎯 Auto Lead Sorting
New leads get instantly scored and labeled (Tax Prep, Bookkeeping, ITIN). AI even suggests which team member should handle them.
📄 Smart Documents
Upload a W-2, AI instantly knows what it is, flags missing info, and can even pre-fill form fields. No more manual sorting.
⚡ Auto Workflows
Client says "I need my tax return amended"? AI creates the task checklist, drafts your reply, and updates the client record. All automatic.
The New Opportunity
What if you could stop juggling 5-6 different tools and run everything from one simple system?
❌ Old Way
- QuickBooks for clients
- Outlook for email
- Your phone for texts
- Google Drive for docs
- Separate payment processor
- Different tool for marketing
= Chaos, missed messages, lost leads
✅ Conecta Way
- One login
- One inbox (text, email, WhatsApp)
- One client list
- One workflow system
- One payment system
- One marketing hub
= Calm, organized, profitable
Join now and lock your price for life. Unlimited users included in Pro.
Here's how Early Access Pricing compares to future pricing:
| Plan | Monthly (Early Access) | Monthly (Retail) | Annual (Early Access) | Annual (Retail) |
|---|---|---|---|---|
| Basic | $49/mo | $69/mo | $499/yr | $699/yr |
| Plus | $69/mo | $79/mo | $699/yr | $799/yr |
| Pro | $99/mo | $139/mo | $999/yr | $1399/yr |
Early Access perks:
- Unlimited team members included now (later plans may charge per user).
- Custom Website add‑on up to 60% off (free in the top plan).
- AI Everywhere included in the top plan and discounted in others.
- Onboarding & support so you start strong.
📱 Messaging Credits
Messaging is pay-as-you-go. See pricing for SMS credit bundles and rates.
How Conecta Compares
Here’s a quick look at Conecta vs. other options:
| Practice Management Software | Generic CRMs | Conecta | |
|---|---|---|---|
| Tax‑specific | Limited | Missing/DIY | Stages, templates, portal included |
| Channels | Email/portal; texting add‑ons | Email; SMS/WhatsApp via plugins | Native email + SMS + WhatsApp |
| Bilingual | Rare | Rare | Built‑in across the app |
| Focus | Interna(tasks, documents) | Generic pipelines, email‑first | Communication & growth for tax pros |
| Complexity | High; need to buy lots of modules | High; app sprawl (5–6 tools) | So simple anyone that anyone that could read could use it |
| Pricing | Per‑user + add‑ons | Tool + plugin costs | Simple, no per‑user fees |
No other tool combines all this in one platform, with true bilingual support.
See Conecta in Action
This demo is the real bilingual, AI‑powered Conecta focused on setting up this year’s Tax School. No credit card required. Launch it and the assistant will guide you step‑by‑step.
Why join today?
- Lock in Early Access Pricing for life.
- Keep unlimited users during Early Access.
- Get VIP onboarding and a head start before tax season.
- Help shape the roadmap with your feedback.
White-Label Conecta: Your Brand, Our Platform
Scale faster. Stay trusted. Grow your network.
Your Branding
Put your logo, colors, and domain on Conecta.
Powerful Dashboards
Give tax pros multi-office dashboards & workflows under your brand.
Bilingual Ready
You keep the relationship; we handle the tech in English y Español.
Wholesale Pricing
Access partner-level wholesale rates so you can scale profitably.
Built by a Tax Industry Insider
I spent a decade helping tens of thousands of tax pros grow their businesses. Along the way, I learned community and education from Carlos C. Lopez, EA (Latino Tax Pro), who built the first Spanish-speaking tax association in the U.S., invited directly by the IRS. I learned scale and systems from John Hewitt (Jackson Hewitt & Liberty Tax), the only founder to independently build some of the industry’s biggest names.
Out of that experience and frustration with existing tools, I built Conecta alone in my small apartment, working day and night with no sleep and no meals, just pure focus. The result is the first bilingual, AI-powered platform made for tax professionals that has everything they need to grow.
I'm currently seeking strategic partners and investors. Click below to learn more.
Break the 3 Core Beliefs
These are the 3 things everyone thinks before they get Conecta. Let me address them directly:
This will take too long.
Truth: Same day setup. You get a working portal, inbox, and first workflow today. We don't make you wait weeks like other software.
My team won't use it.
Truth: It is simple on purpose. One login. One list. Clear next steps. Your team will thank you because finally everything makes sense.
Spanish will be hard.
Truth: Every page is bilingual. One click. The AI drafts in English or Spanish so you sound like you, not a robot.
Pro Plan Questions
Do you charge per user?
No. Unlimited users are included.
Is storage capped?
No. Unlimited document storage is included.
Do you mark up SMS?
No. You pay carrier cost only.
Are e-signatures extra?
Included in the Pro plan.
Can I export my data?
Anytime. It's your data.
Is monthly pricing available?
Yes. Ask for monthly pricing. But the $1,000 deal is a limited-time special offer and saves you over $1,200.
How fast can I start?
Same day. We set up your portal, import your client list, and have you sending your first messages within hours.
💬 What Tax Pros Are Saying
"I went from juggling 6 different apps to just logging into Conecta. My clients love the portal - they can upload docs from their phone and see exactly what's next. Game changer."
- Rosa Martinez, CPA
Houston, TX • 47% more bookkeeping clients in 6 months
"The AI actually writes good emails in Spanish. My assistant was spending 2 hours a day on follow-ups. Now it takes 15 minutes. I'm getting my life back."
- Carlos Ruiz, EA
Phoenix, AZ • Saves 10+ hours per week
⚡ Last Chance: Special Offer Ends Soon
You don't need more apps. You need one system that makes work lighter, money faster, and life calmer. That is Conecta.
Limited Time Only
$1,000 Today
1 Year Pro • Professional Website Redo • Unlimited Users Forever
Ends November 14, 2025 at 11:59 PM PT • Only 14 Spots
Secure My Spot Before Price Increase
✓ Cancel anytime • ✓ Data export included