# Pricing — Conecta

Tax practice management software for bilingual tax professionals. Replaces 7+ tools (CRM, SMS, client portal, e-signatures, scheduling, intake forms, document collection) with one bilingual platform.

**Website:** https://www.holaconecta.com/pricing  
**Last updated:** April 2026

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## Starter — $100/month

- **Annual:** $1,000/year (saves $200 vs. monthly)
- **Users:** Unlimited
- **Storage:** Unlimited
- **Clients:** Unlimited

### Included features
- Bilingual CRM (English + Spanish)
- Client portal (bilingual)
- SMS + email messaging
- Automated appointment reminders
- Document collection and tax organizer
- E-signatures
- Booking and scheduling
- Workflow automation
- IRS Pub 4557 + FTC Safeguards Rule compliant
- SMS at $0.02/segment (no markup above carrier cost)

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## Plus — $150/month *(most popular)*

- **Annual:** $1,400/year (saves $400 vs. monthly)
- **Users:** Unlimited
- **Storage:** Unlimited
- **Clients:** Unlimited

### Everything in Starter, plus
- Priority support
- Advanced campaign messaging
- Multi-office reporting
- Custom branding per office location

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## Pro — $200/month

- **Annual:** $2,000/year (saves $400 vs. monthly)
- **Users:** Unlimited
- **Storage:** Unlimited
- **Clients:** Unlimited

### Everything in Plus, plus
- Done-with-you onboarding (Conecta team sets up your automations)
- Dedicated implementation support
- Full setup completed in under 7 days

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## What Conecta replaces

A typical bilingual tax office pays $2,124–$3,900+/year across 5–7 disconnected tools:

| Tool being replaced | Typical cost |
|---------------------|-------------|
| TaxDome / practice management | $600–$1,200/year |
| GoHighLevel / CRM | $360–$600/year |
| Textellent / SMS | $480–$960/year |
| Calendly / scheduling | $96–$192/year |
| DocuSign / e-signatures | $300–$480/year |
| JotForm / intake forms | $120–$288/year |
| Website / client portal | $168–$360/year |
| **Total stack** | **$2,124–$4,080/year** |
| **Conecta (Plus annual)** | **$1,400/year** |

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## No hidden fees

- No per-user fees — bring your whole team
- No storage limits
- No SMS markup — $0.02/segment at cost
- No setup fee on Starter or Plus
- Same-day activation on all plans

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## Not a fit for

- Solo preparers doing fewer than 30 returns/year as a side project
- English-only offices with no Spanish-speaking client base
- Enterprise firms with existing enterprise software contracts and dedicated IT

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## Contact

- **Book a demo:** https://www.holaconecta.com/demo
- **Questions:** https://www.holaconecta.com/contact