Conecta for Tax Pros

Conecta for Tax Pros

Modern CRM + client portal for tax pros (bilingual).

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Conecta helps tax professionals offer payroll, bookkeeping, insurance, immigration, tax resolution, and business services through trusted partners, while keeping the client relationship. It also includes the everyday tools tax offices need: CRM, bilingual client portal, texting, document collection, reminders, workflows, and payments. Built for small tax offices that want to grow beyond tax prep without adding more chaos.

Conecta for Tax Pros makers

Here are the founders, developers, designers and product people who worked on Conecta for Tax Pros

Alberto ContrerasCRM built specifically for tax pros.
Bilingual Growth Portal For Tax ProsBilingual Growth Portal For Tax Pros