Conecta is the only bilingual, simple to use, all-in-one platform for Tax Pros that helps you save time, make money, and get organized in English y en Español.
Conecta replaces TaxDome, Textellent, Calendly, DocuSign, Mailchimp, JotForm, and any GoHighLevel white-label reseller. *and more
🎁 Free WISP (Written Security Plan Required by the IRS)
Some tax pros don’t know this exists, and it’s not about cameras or antivirus.The IRS wants you to have a written plan that shows how your office protects client data. We will create it for you for free, so your office is covered for tax season.
Enter your info below and we'll help you get your WISP done.
Oferta Navidad
Our special holiday offer that gets your tax office ready for 2026. Instead of paying $2,500+ for everything separately, you get it all for $1,000, including 1 year of Conecta Pro, a professional website redo, 50 free business leads, 3 custom workflows, and VIP setup.
Built by a Tax Industry Insider
Years in Tax Industry
Tax Pros Trust Conecta
Tax Pros Helped Grow
Industry Leaders Mentored By
I spent a decade helping tens of thousands of tax pros grow their businesses. I learned scale and systems from industry leaders who built some of the biggest names in tax.
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 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.
🎄 The Hard Truth 🎁
Most tax pros don't have a business. They have a seasonal job full of chaos.
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Scattered conversations everywhere. Texts, emails, Facebook messages, voicemails. You're losing track of who said what. Urgent messages get buried.
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No booking system (or clients ignore it). 18% no-show rate. You're chasing confirmations. Your calendar is a mess. You can't plan your week.
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Documents scattered across 6 platforms. W-2s in email. 1099s on your phone. That LLC doc in Facebook Messenger. You waste hours hunting files.
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Clients asking "did you start yet?" 50 times a day. No status updates. No visibility. They're anxious. You're answering the same question over and over.
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Chasing payments manually. Cash App here. Venmo there. "I'll pay you later." No tracking. $2,000-$10,000 lost per season because you e-filed first.
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No follow-up system. Leads go cold. Clients forget appointments. No review requests. No referral asks. Revenue walking out the door.
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Everything depends on you. Your team doesn't know what to do next. Nothing is documented. You can't take a day off. You're the bottleneck.
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Chaos isn't caused by clients. It's caused by missing systems.
You can't scale by working more hours. You scale by fixing the systems.
Conecta fixes all 7 systems in one platform. Tú mandas. 🎄
7 Simple Systems Every Tax Pro Needs to Scale
Tax pros don't struggle because of clients. They struggle because they lack systems. Conecta fixes all 7 in one bilingual platform.
Lead Capture
Stop losing website visitors. Capture leads with forms and landing pages. Turn visitors into booked appointments.
Booking & Reminders
Let clients book themselves. Automated reminders cut no-shows by 40-60%. Your calendar fills itself.
Payments & Deposits
Get paid upfront. Mobile payment links. Track balances at a glance. Recover $2k-$10k in lost revenue per season.
Document Collection
One organized portal for uploads. Clients upload from their phone. You see exactly what's missing. No more chasing.
Client Communication
All messages in one place. SMS and email in one bilingual inbox. Your team stays in sync. Nothing gets lost.
Automated Follow-Ups
Birthday messages. Booking reminders. Status updates. Review requests. Referral asks. All automatic.
Team Workflows
Document what happens next. Your team knows what to do. You're not the bottleneck anymore. You can actually take a day off.
Every page is bilingual. One click switches languages. English y Español.
Have Questions?
We'll call you to answer any thing thats on your mind.
🎄 Before vs After Systems 🎁
This is what changes when you fix all 7 systems
❌ Before: Chaos
- ✗ 20+ unread messages scattered everywhere
- ✗ Clients sending W-2s through Facebook Messenger
- ✗ 18% no-show rate wasting your time
- ✗ Constant "Did you start yet?" questions
- ✗ Manual payments, no tracking
- ✗ 6-10 hours per week on admin work
✅ After: Calm Operations
- ✓ Calendar auto-fills with bookings
- ✓ Deposits collected upfront (70%+ reduction in unpaid returns)
- ✓ Documents uploaded neatly in one place
- ✓ Automatic reminders and status updates
- ✓ Signatures handled instantly
- ✓ You actually have capacity again
Free Wisp
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🎄 Oferta Navidad: 1 Year of Conecta Pro + Growth Package 🎁
✓ Everything You Get
- ✓ Unlimited team members & storage: no extra fees
- ✓ Text messages at cost: no markup
- ✓ Bilingual (English & Spanish): switch with one click
- ✓ Client portal: upload docs, message, sign online
- ✓ Tasks & reminders: never miss a follow-up
- ✓ IRS and FTC Compliant: NIST IAL2 certified security, your data, your business
🎄 Oferta Navidad Bonuses
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Professional Website Redo Beautiful bilingual website that connects to Conecta automatically.
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50 Free Business Leads Real businesses ready to contact, loaded into your account.
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3 Custom Workflows One for lead nurturing, two more for whatever you need.
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VIP Tax Season Setup We set everything up: email, SMS, client import, tags, portal — ready for tax season.
🎄 What Happens When You Turn It On
Messages land in one clean inbox. Text, email, 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. Y tu mandas.
🎁 What's Inside Oferta Navidad
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.
📬 Communication
Keep every conversation in one place. Send 1‑to‑1 or to a list. Get instant alerts. Communicate with your team instantly.
👥 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 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
Capture leads with forms and landing pages. Run campaigns to turn visitors into clients. Everything works perfectly on phones and computers.
⚡ 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 invoices and pay links clients can use on their phone. Track paid and overdue balances at a glance.
Have Questions?
We'll call you to answer any thing thats on your mind.
How Conecta Compares
No other tool combines all this in one platform, with true bilingual support.
🎄 What Tax Pros Are Saying 🎄
Real feedback from our community
"This keeps getting better and better. Thank you for your hard work, it means a lot to my business 🙏"
"Now my team isn't going to be stuck in spreadsheets all day and could use that time to build real relationships."
"Esto revolucionará nuestra industria. Ya con lo que tiene esta plataforma, me gusta mucho más que la que estaba usando previamente." 🚀
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Trusted By Over 50 Tax Pros
Last Chance: Oferta Navidad Ends Dec 25th
You don't need more apps. You need one system that makes work lighter, money faster, and life calmer. That is Conecta.
Secure Checkout
Review your order and complete your payment below.
Order Summary
- ✔️ 1 Year Conecta Pro
- ✔️ Professional Website Redo
- ✔️ 50 Business Leads
- ✔️ 3 Custom Workflows
- ✔️ VIP Setup
- ✔️ Unlimited Users
💳 Select a payment method below to continue
🎁 What Happens After Payment:
✓ Instant Access: Your Conecta Pro account is active immediately after payment. No waiting, no delays.
Have Questions?
We'll call you to answer any thing thats on your mind.