Bilingual Growth Portal For Tax Pros

Conecta is a bilingual, AI-powered platform for tax professionals, integrating CRM, client portals, texting, document collection, workflows, reminders, and payments. It requires no training or complex setup, aiming to streamline operations and improve client interactions. Developed by Bert, who identified common issues like document delays and outdated software, Conecta was built using AI tools and feedback from tax preparers.