The work is scattered
Messages, documents, appointments, and follow-up live across personal phones, email, WhatsApp, tax software, and client portals.
The all-in-one CRM for tax professionals.
In English y en Español.
Conecta brings clients, messages, documents, appointments, payments, e-signatures, workflows, reviews, and referrals into one place.
Raising up to $2M
The first $50,000 is being offered on the earliest investor terms. Terms increase as the round fills.
Tax offices use too many tools and get preyed upon.
Vendors make simple things complicated
Tax offices get stuck paying for websites, hosting, DNS, and software they do not understand.
Replace the separate tools.
Conecta gives the office one place to run the work around the tax return.
Without Conecta
- Separate website and lead forms
- Separate CRM and messaging tools
- Separate portal and scheduler
- Separate signatures and payments
- Separate forms and follow-up
With Conecta
- Website and leads
- Clients, SMS, email, and WhatsApp
- Documents, portal, and appointments
- E-signatures and payments
- Forms, workflows, and follow-up
The whole team sees the same client history.
Every message, document, appointment, payment, task, and follow-up stays with the client record.
- SMS, email, and WhatsApp
- Documents and portal
- Appointments
- E-signatures and payments
- Tasks and workflows
- English and Spanish
What Is Conecta
Offices are already using Conecta.
The product is live, offices are paying, and they are managing real client relationships in Conecta.
75+paying offices
$71.2Knet cash collected since launch
35,000+contacts managed in Conecta
Revenue is growing.
Net cash collected each month since launch.
Net cash collected
Monthly net cash collected since launch
After refunds and exclusions.
What our customers say.
Ernie Cintron“Conecta finally gave us one place for clients, messages, and tasks. My team isn't chasing conversations across multiple platforms anymore.”
Enrique Vazquez Alcazar, EA“This will revolutionize our industry. Already with what this platform has, I like it much better than the one I was using previously.”
Sofia answers the phone and gets things done.
Sofia uses the client record in Conecta to handle the call and save the next step for the team.
Knows the callerUses the client record and appointment history.
Handles the callBooks, reschedules, routes, and takes voicemail.
Saves the workAdds notes, tasks, and follow-up in Conecta.
$150per month
Our partners help tax offices offer more.
These partners are already part of Conecta. Offices can introduce clients to them, and the partner handles the work.
Cinco
Business formation, payroll, compliance, and insurance.
SilverLine Insurance
Business, contractor, and personal insurance.
P&G Services
Health insurance, benefits, Medicare, and life insurance.
Midwest Tax Resolution
IRS tax resolution, compliance, and cleanup.
Pathway Capital Advisors
Business, financial, retirement, and estate planning.
CrossCountry Mortgage
Home loans, refinancing, home equity, and HELOCs.
Guardian Injury Law
Personal injury help after accidents.
New England Tax Services
Personal and business tax prep and bookkeeping.
Built for independent tax offices that serve bilingual clients.
Active PTIN holders879,698active federal tax preparer IDsIRS · data current 08/01/2026
Estimated owners and operators~176Kpotential owner-operated organizations
Target offices~35Koffices that fit Conecta
$115M+
Potential at current prices if every target office bought Conecta and Sofia.
How Conecta makes money.
Conecta is $1,500 a year. Sofia and other services give us room to grow revenue from each office.
Conecta
$1,500per yearThe all-in-one CRM at one annual price.
Sofia
$150per monthThe bilingual AI receptionist.
Payments
1%Conecta feeInstant payout adds another 1% when an office uses it.
Partner services
Variesby serviceThe office may earn a bonus. Conecta earns a share.
Our funnel turns a low-cost entry product into recurring software revenue.
$40 Tax SchoolLanding Page
Conecta CRM
Additional Licenses
Sofia
The $40 Tax School offer is intentionally priced as a low-friction entry point. It gets us into the customer relationship, where they can see how we work and what Conecta can do. From there, customers move into the CRM, expand into additional licenses, and can add Sofia.
~60%of completed qualified demos become paying offices
Recent example: A prospect came in to discuss a $40 Tax School landing page, purchased Conecta during the call, and during onboarding the next day asked to purchase two additional licenses.
We know how to sell Conecta. Now we need to make it repeatable.
The next step is a sales and onboarding process the team can run consistently.
~60%of completed qualified demos become paying offices
What works now
Industry relationships, outreach, referrals, and a direct demo.
What we are building
A team that can sell, onboard, and support more offices.
Where we’re going.
Year 1
335
offices
~$1M ARR
Next milestone
1,000
offices
~$3M ARR
Scale
3,000
offices
~$9M ARR
Category leader
10,000
offices
~$30M ARR
Then expand the model
More industries
At roughly $3,000 per office per year from Conecta + Sofia.
Conecta becomes part of how the office runs.
The client history, daily work, website, and Sofia all stay connected in one system.
| Capability | Practice suites | Generic CRMs | Voice tools | Conecta |
|---|---|---|---|---|
| Bilingual client experience | Partial | Adapted | Rare | Native |
| Connected office workflow | Strong | Configured | None | Native |
| AI with client context | Emerging | Separate | Limited | Sofia |
| Fit for smaller offices | Mixed | Complex | Narrow | Focused |
| Tax-industry experience | Established | Broad | Limited | Built in tax |
What $2M lets us do.
Fund 24 months of growth and build the team around Conecta.
$1.155MTeam and operationsSales, marketing, support, customer success, and finance.
$300KMarketingFacebook, YouTube, influencer, and other paid campaigns.
$155KConferences and partnershipsTravel, trade shows, regional events, and tax software meetings.
$175KSoftware, AI, and specialistsTools, cloud services, and specialized help.
$15KLegal and trademarksContracts, trademarks, and legal support.
$200KReserveUnexpected costs and additional runway.
- More offices sold and onboarded.
- Bilingual onboarding and support that can handle growth.
- A stronger product with more integrations and automation.
How the round works.
Up to $2M
SAFE financing
Early investors receive better terms
The first $50,000 is being offered on the earliest investor terms. Terms increase as the round fills.
$2M raise
The company is raising $2 million from investors.
SAFE
A SAFE lets someone invest in Conecta now for the right to receive equity when the SAFE converts according to its terms. It is not a traditional loan and does not have monthly payments or interest.
Invest now through a SAFE, which converts into equity according to the SAFE terms.
This is an investment in a startup.
Investing in Conecta involves risk. There is no guaranteed return, SAFEs are not the same as owning stock today, and an investor could lose some or all of the money invested. Investors should only invest money they can afford to lose and should review the actual SAFE before investing.
Built by people who know this industry.
Founder & CEO
Alberto Contreras
Alberto has spent more than 10 years in the tax industry, including Latino Tax Pro and ATAX. He has worked across sales, marketing, partnerships, technology, automation, and operations.
VP, Business Development
Jess Corrick
Jess has built partnerships across fintech, insurance, and AI. He leads business development and helps bring Conecta to more offices.
We’re raising
Up to $2MSAFE financing
Book an investor meetingStartup investing involves risk, including the possible loss of the entire investment. Investment terms are governed by the SAFE agreement.
Alberto Contreras
Founder & CEO
alberto@holaconecta.com (831) 214-9040 WhatsApp
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Jess Corrick
VP, Business Development
jess@holaconecta.com (702) 348-8962 WhatsAppLinkedIn
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