Conecta

What Conecta does

Conecta (legal entity Financial Frontera LLC, d/b/a Conecta and Hola Conecta) is a U.S.-registered software company founded in mid-August 2025 by Alberto Contreras and operated from Tijuana, Mexico, with a U.S. headquarters in Chula Vista, California. The company sells a bilingual (English/Spanish) CRM and practice-management platform for tax professionals — independent preparers, enrolled agents, CPAs, and multi-staff storefront tax offices — consolidating client records, SMS/email/WhatsApp messaging, document collection, e-signatures, appointment scheduling, payments, marketing campaigns, and review/referral workflows into one office-level subscription product at $47/month (Lite) or $150/month (Pro), with usage-based SMS credits and a $499 one-time custom website add-on. The platform's technical stack runs on AWS (SES for email), Firebase authentication with MFA, and a Neon encrypted database, with native OAuth integrations to Google Calendar, Google Business Profile, Zoom, and Meta (Facebook/Instagram); the company explicitly blocks Google-sourced data from AI processing via dedicated segregation controls and maintains GDPR, CCPA, and IRS Publication 4557-aligned compliance posture.

The flagship product beyond the core CRM is Sofia, a bilingual AI phone receptionist that recognizes callers, books/reschedules appointments, checks client documents and balances, and writes notes and follow-ups directly into the client record. Conecta distributes through a mix of self-serve signup (Lite), demo-assisted sales (Pro), an affiliate program paying 10% first-year commission, and a reseller/co-branded CRM program targeting ERO networks and service bureaus. As of the 2026 tax season the company reported approximately 150 paying tax offices managing roughly 18,000-20,000 contacts, with stated public targets of $1M ARR, 500 offices, and 50 national white-label partners. Conecta is bootstrapped and founder-controlled, with no disclosed external institutional investment.

Name

Conecta

Legal name

Financial Frontera LLC

Website

https://holaconecta.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Conecta is a U.S.-registered, Tijuana-built bilingual CRM and practice-management platform serving U.S. tax professionals, consolidating client messaging, documents, scheduling, e-signatures, payments, and an AI phone receptionist into one subscription product.

Ownership category

akta.pro rank

Product category

Tax Practice Management Software

NAICS

Business Service Centers (56143), Telephone Call Centers (56142)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYBPAFAFAK

Customer Service/Support CRM & Contact Center Platforms

Business & Public Services/Marketing, Advertising & PR Services/Marketing Technology & CRM Services

SECONDARYHDAEAHAJ

eSignature, Forms & Digital Workflow Platforms

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Business Process Management (BPM), Workflow & Automation Platforms

Keywords

• Tax practice management
• Bilingual CRM software
• Client portal platform
• Automated appointment scheduling
• Tax office automation

Headquarters

HQ city

Chula Vista

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Software Subscriptions (Lite & Pro): Recurring monthly or annual subscription revenue from two plan tiers. Lite plan at $47/month or $470/year for solo operators. Pro plan at $150/month or $1,500/year for growing teams with advanced features.
2. SMS/Communication Credits: Usage-based revenue from SMS credits at $0.02 per credit (1 credit = 1 outbound SMS segment). Inbound messages are free. Volume discounts available for larger bundles. Credits may be purchased separately or included with plans.
3. Custom Website Setup: One-time revenue from custom website design and setup services at $499 one-time for a website tailored to the customer's brand on their domain.
4. Affiliate Program Commission: Recurring revenue share (10% during first year) for partners who introduce new customers to Conecta through the affiliate program.
5. Reseller/Co-branded CRM Program: Recurring revenue opportunity for ERO networks and service bureaus to co-brand and resell Conecta CRM with recurring revenue model.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels10 records

Core offering

Conecta is a bilingual (English/Spanish) CRM and client portal platform purpose-built for tax preparers and tax offices. It consolidates CRM, two-way messaging (SMS, email, WhatsApp, Messenger, Instagram), appointment scheduling, document collection, e-signatures, and workflows into one system. The platform also includes Sofia, an AI receptionist that handles calls, texts, and appointment booking automatically, plus an optional custom website design service.

Product overview

Conecta is a bilingual tax practice management platform built as a unified system combining CRM, client portal, messaging, reminders, intake, and e-signatures. The core product portfolio centers on Conecta CRM (the main bilingual CRM for tax preparers), Sofia AI Receptionist (a bilingual AI phone receptionist that works inside the client record), Conecta Lite (an entry-level plan), and Website Management (setup services). Supporting sub-products include Contacts, Inbox, Marketing Campaigns, Client Portal, Workflows, Tasks, Appointment Scheduling, Automations, and Integrations. Free tools include S-Corp Calculator, Free Leads, Bank Statements to Excel, Client Organizer, and Small Business Client Starter Kit. The platform replaces seven separate tools (TaxDome, GoHighLevel, Textellent, Calendly, DocuSign, JotForm, Wix) with unlimited e-signatures, unlimited users, and unlimited storage.

Differentiator

Problem solved

Functional benefit

Brands

• Sofia AI Receptionist: Bilingual AI phone receptionist that works inside the Conecta client record, answering calls, booking appointments, checking documents, balances, and signatures, and creating notes and follow-ups.

Products and services

• Conecta CRM All-in-one bilingual CRM and client portal for U.S. tax offices and tax preparers. Includes contact management, sales pipeline, unified messaging inbox (SMS, email, WhatsApp, Messenger, Instagram), appointment scheduling with Google Calendar, document collection, e-signatures, automated workflows with tax-office templates, and a client-facing portal.
• Sofia AI Receptionist Bilingual AI voice and text receptionist purpose-built for tax offices. Answers inbound calls and texts in English and Spanish, books appointments automatically, handles FAQs, routes urgent calls, and integrates with Conecta's scheduling system to provide 24/7 coverage without additional front-desk staff.
• Custom Website Design and Setup One-time custom website design, build, and hosting service for tax professionals, delivered as part of Conecta's bundled offering. Includes bilingual site build, domain, hosting, and integration with the Conecta CRM client portal.

Quantifiable outcome

• 40-60% reduction in no-shows with automated reminders
• +5 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability6 records

Feature10 records

Partnerships

15 partnerships are on record, tiered minor, core and strategic.

• SilverLine InsuranceminorGTM or Marketing PartnerBusiness, contractor, and personal insurance support partner. Part of the Conecta Partner Network serving tax offices and their clients with insurance products. Bidirectional referral relationship where Conecta refers clients needing insurance and vice versa.
• P&G ServicesminorGTM or Marketing PartnerHealth insurance, benefits, Medicare, and life insurance guidance partner. Part of the Conecta Partner Network. Provides insurance services to Conecta's tax office clients and refers clients needing tax services.
• Pathway Capital AdvisorsminorGTM or Marketing PartnerBusiness planning, HR, payroll, lending, and financial planning partner. Part of the Conecta Partner Network serving tax offices with complementary financial services.
• Midwest Tax ResolutionminorGTM or Marketing PartnerIRS tax debt, unfiled returns, penalties, and resolution support partner for clients needing specialized tax resolution services. Part of the Conecta Partner Network in Tax, Home & Legal category.
• CrossCountry MortgageminorGTM or Marketing PartnerHome loans, refinancing, equity, and mortgage guidance partner. Part of the Conecta Partner Network in Tax, Home & Legal category serving tax office clients with real estate financing needs.
• Guardian Injury LawminorGTM or Marketing PartnerPersonal injury legal support partner for clients. Part of the Conecta Partner Network in Tax, Home & Legal category providing legal services to tax office clients.
• New England Tax ServicesminorGTM or Marketing PartnerPersonal tax prep, business tax prep, and bookkeeping support partner. Listed in Conecta Partner Network as a service provider potentially co-serving clients or referring new customers to Conecta.
• Google (OAuth/Calendar Integration)coreTechnology or IntegrationGoogle OAuth integration for calendar functionality. Conecta accesses Google Calendar API to read/write calendar events, check availability, prevent double-booking, and manage appointments. Also integrates with Google Business Profile for listing management. All email sent via AWS SES.
• Zoom (Meeting Integration)coreTechnology or IntegrationZoom OAuth integration for automatic meeting creation. When appointments are scheduled through Conecta, Zoom meetings are automatically created. Conecta stores meeting ID, join URL, start URL, and passcode only.
• Meta Platforms (Facebook/Instagram Integration)coreTechnology or IntegrationFacebook and Instagram integration via Meta Graph API. Enables Page messaging, post scheduling, insights retrieval, and engagement management. Permissions include pages_manage_posts, pages_read_engagement, pages_messaging, etc.
• Firebase (Google)coreTechnology or IntegrationFirebase Authentication with MFA support for user authentication and security services. Infrastructure component for Conecta's authentication layer.
• AWScoreTechnology or IntegrationAmazon Web Services for document storage, cloud infrastructure, and mass email delivery via SES. Core infrastructure provider for Conecta's platform.
• Neon (Database)coreTechnology or IntegrationNeon secure database hosting with encryption for Conecta's data layer. Part of the core infrastructure stack.
• Carlos C. Lopez, EA (Latino Tax Pro)strategicStrategic or Co-development PartnerFounder of Latino Tax Pro (first Spanish-speaking tax association invited by the IRS). Mentored and guided Alberto Contreras during Conecta's development. Represents strategic relationship with the Latino tax professional community.
• John Hewitt (ATAX/Jackson Hewitt/Liberty Tax)strategicStrategic or Co-development PartnerCreator of 9,000+ franchise locations, twice on the S&P with Jackson Hewitt and Liberty Tax. Guided Alberto Contreras at ATAX as Growth Director. Represents deep industry expertise and connections in the tax franchise space.

Scale indicators9 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Wix: Website builder offering branded SMB websites. Conecta offers a $499 custom-website setup add-on and explicitly lists Wix among the seven tools its suite consolidates.
• Salesforce: Largest horizontal CRM and customer-experience platform with deep AI/agent offerings. Relevant as the dominant incumbent benchmark for CRM, workflow automation, and AI-agent capabilities that SMB-segment customers of Conecta may eventually consider.
• DocuSign: Dominant e-signature and agreement-cloud platform. Conecta bundles unlimited e-signatures into its plans and explicitly lists DocuSign among the seven tools its suite replaces.
• HubSpot: Generalist enterprise/SMB CRM, marketing automation, and customer-service suite. Listed as a benchmark in Conecta's competitor pages and represents the broader horizontal CRM competitive set Conecta's SMB customers may evaluate.
• Calendly: Standalone scheduling and appointment-booking tool. Conecta includes appointment scheduling with calendar sync at no incremental cost and explicitly lists Calendly among the tools its suite replaces.
• Jotform: Form-builder and intake platform widely used by SMBs and tax offices for client intake. Conecta incorporates intake/forms into its client portal and lists Jotform among the tools its suite replaces.

Direct peers

• Canopy: Tax practice management platform serving tax and accounting professionals with CRM, document management, and workflow automation. Directly comparable as a tax-vertical client-engagement suite and listed in Conecta's competitor comparison pages.
• TaxDome: Vertical SaaS CRM and practice-management platform for tax and accounting firms with client portal, workflows, and billing. Conecta explicitly lists TaxDome as one of the seven tools it replaces and publishes comparison pages against it.
• GoHighLevel: All-in-one sales, marketing, and CRM platform for SMBs and agencies, including white-label/agency reseller capabilities. Conecta positions itself against GoHighLevel for SMB customer communication and explicitly cites it as a tool Conecta replaces.

Emerging players

• Textellent: SMS/text marketing and client-communication tool commonly used by tax and accounting practices. Conecta explicitly lists Textellent among the seven tools its unified inbox replaces, making it a directly competing niche communication product.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/watch?v=1G_qqe0aw14
• Facebookfacebook.com/holaconectaap
• LinkedInlinkedin.com/company/holaconecta
• Instagraminstagram.com/albertocontreras00_

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conecta