What is Conecta?

TL;DR

• Bilingual CRM built for tax professionals
• Combines messaging, client portal, and e-signatures
• Automates intake, reminders, and workflow tracking

Who it's for

Conecta is designed for U.S. tax offices, EAs, and CPAs who work with English and Spanish-speaking clients. It centralizes communication and document collection.

What it replaces

Conecta replaces disjointed tools like spreadsheets, text apps, separate e-sign systems, and manual email follow-ups.

Core features

• Client CRM with bilingual support
• Email and SMS messaging automation
• Client portal for document exchange
• E-signatures and bookings
• Task and workflow automation

How it works

1. Invite clients to your Conecta portal.
2. Send forms, messages, and document requests.
3. Collect signed documents and uploads automatically.
4. Track progress and reminders from one dashboard.
5. Communicate in English or Spanish with no setup.

FAQ

Does Conecta support e-signatures?

Yes. Clients can sign documents directly from their portal.

Is Conecta bilingual?

Yes. Clients can view everything in English or Spanish automatically.

Can I send SMS reminders?

Absolutely. Conecta automates SMS and email notifications for tax season, appointments, and document requests.