Submission received. Organizer is on the way.

Check your inbox,your free Client Organizer is on its way.

Look, most offices don’t need “more tools.” They need a clean system before tax season hits.

What happens next:

We’re emailing your organizer now. If you don’t see it in 2–5 minutes, check Spam/Promotions.

Quick reality check

The organizer is step 1. Step 2 is the part that saves you time: follow-ups + workflows you can reuse throughout the season.

What usually happens

  • You re-type the same follow-up messages all day.
  • You chase missing docs… then chase again.
  • During Tax Season, everything is always "urgent."

What you want instead

  • A ready-to-send follow-up script.
  • A simple workflow you can run every time.
  • More returns done per week with less chaos.

Upgrade option (recommended): Tax Season Starter Pack

Not software. Not automation installed for you. Just proven templates + examples that give you a quick win this week.

Intake + Organizer Templates

Cleaner client info, fewer missing fields, less back-and-forth.

Bilingual (English & Spanish)

Follow-up Messages

Copy/paste SMS + email scripts for missing docs, reminders, and next steps.

Ready to send

Workflow Examples

Simple “do-this-next” steps you can run every return, every time.

Set up in one sitting

FAQ

When will I get the free organizer?
You should see it within 2–5 minutes by email. If it’s not there, check Spam/Promotions. If you still can’t find it, email support and we’ll resend.
Is the Starter Pack bilingual?
Yes. Templates and messages include English + Spanish versions so you’re not translating on the fly.
Is this the Conecta software?
No. This is a one-time resource pack (templates + examples). It does NOT install automations or give you app access.
How do I get access after I buy?
After checkout, you’ll get an immediate confirmation + access instructions by email.
Get the Starter Pack