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View Pricing Compare plans and choose the right fit. Conecta Lite A lighter way to get started. Sofia AI Receptionist Pricing Phone pricing for Sofia, the bilingual AI receptionist.
Features
Tax School Program Start Your Tax School Compare live class, managed self-study, and course-only paths. Sell Tax Courses Offer self-study tax courses under your own brand.
Services Website Management Websites and CRM setup for tax offices.
Core CRM & Communication Conecta CRM Tax office CRM for client records, messaging, and follow-up. Contacts Manage client records, households, and follow-ups. Inbox SMS, email, and portal messages in one place. Marketing Campaigns Send targeted email, SMS, and MMS or build drip campaigns. Client Portal Collect documents and messages securely.
Office Management Workflows Organize stages, checklists, assignments, priorities, and notes. Tasks Track office work and client follow-up. Appointment Scheduling Booking links, team availability, reminders, and calendars.
AI & Automation Automations Sequence messages, waits, tasks, documents, and follow-up. Sofia AI Receptionist Bilingual AI phone receptionist for your office. Integrations Connect Conecta with the tools your office uses.
Partners
Partner Network Directory All Partners Explore Conecta partner options for tax offices and their clients.
Tax, Home & Legal Midwest Tax Resolution IRS tax debt, unfiled returns, penalties, and resolution support. CrossCountry Mortgage Home loans, refinancing, equity, and mortgage guidance. Guardian Injury Law Personal injury legal support for clients. New England Tax Services Personal tax prep, business tax prep, and bookkeeping support.
Partner Programs Affiliate Program Introduce a customer and earn 10% during the first year. Reseller Program Co-branded CRM and recurring revenue for ERO networks. Become a Partner Work with Conecta to serve tax pros.
Business & Financial SilverLine Insurance Business, contractor, and personal insurance support. P&G Services Health insurance, benefits, Medicare, and life insurance guidance. Pathway Capital Advisors Business planning, HR, payroll, lending, and financial planning. Cinco Business formation, payroll, compliance, and commercial insurance.
Resources
Learn Blog Tax office growth, operations, and automation ideas.
Company About Founder Learn why Conecta was built. Team Meet the people behind Conecta.
Free Tools Free Leads Get local business leads in CSV format. S-Corp Calculator Estimate potential S-Corp tax savings. Small Business Client Starter Kit Scripts, checklists, and tools for business clients. Client Organizer Free fillable organizer for tax clients.
Support & Trust Security How Conecta protects tax office data. Contact Us Get help or talk to the Conecta team.
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Tax School Program Start Your Tax School Sell Tax Courses Core CRM & Communication Conecta CRM Contacts Inbox Marketing Campaigns Client Portal Office Management Workflows Tasks Appointment Scheduling AI & Automation Automations AI Receptionist for Tax Offices Integrations Services Website Management
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Partner Network All Partners Partner Programs Affiliate Program Reseller Program Become a Partner Client Services SilverLine Insurance P&G Services Pathway Capital Advisors Cinco Midwest Tax Resolution CrossCountry Mortgage Guardian Injury Law New England Tax Services
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Free Tools Free Leads S-Corp Calculator Small Business Client Starter Kit Client Organizer Learn Blog Company About Founder Team Support & Trust Security Contact Us
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Cookie Policy

Last updated: January 7, 2025

1. What Are Cookies?

Cookies are small text files that are stored on your device when you visit a website. They help websites remember information about your visit, such as your preferred language and other settings, which can make your next visit easier and the site more useful to you.

Conecta uses cookies and similar tracking technologies to enhance your experience on our platform and provide our services effectively.

2. How We Use Cookies

We use cookies for several purposes:

  • Authentication: To keep you logged in and secure your account
  • Functionality: To remember your preferences and settings
  • Analytics: To understand how you use our platform and improve our services
  • Marketing: To measure the effectiveness of our marketing campaigns

3. Types of Cookies We Use

3.1 Essential Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling in forms.

  • Authentication Cookies: Firebase authentication tokens to keep you logged in securely
  • Security Cookies: CSRF protection and session security
  • Functional Cookies: Remember your language preferences and basic settings

3.2 Analytics Cookies

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

  • Google Analytics: Tracks website usage, page views, and user behavior
  • Performance Monitoring: Helps us identify and fix technical issues
  • Usage Statistics: Anonymous data about how features are used

3.3 Marketing Cookies

These cookies may be set through our site by our advertising partners to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device.

  • LinkedIn Pixel: Tracks conversions and measures advertising effectiveness
  • Facebook Pixel: Measures advertising performance and enables remarketing
  • Marketing Analytics: Helps us understand which marketing channels are most effective

4. Third-Party Cookies

Some cookies on our site are set by third-party services that appear on our pages:

4.1 Google Analytics

  • Purpose: Website analytics and performance measurement
  • Duration: Up to 2 years
  • Data Collected: Anonymous usage statistics, page views, user behavior
  • Privacy: Google's privacy policy applies to data collected through Analytics

4.2 LinkedIn Marketing Solutions

  • Purpose: Conversion tracking and advertising measurement
  • Duration: Up to 90 days
  • Data Collected: Anonymous conversion data and ad performance metrics
  • Privacy: LinkedIn's privacy policy applies

4.3 Facebook Marketing

  • Purpose: Advertising measurement and remarketing
  • Duration: Up to 90 days
  • Data Collected: Anonymous conversion tracking and ad performance
  • Privacy: Facebook's data policy applies

5. Cookie Duration

Cookies can be either "session" cookies or "persistent" cookies:

  • Session Cookies: These are temporary cookies that expire when you close your browser. They are used for essential functions like keeping you logged in during your session.
  • Persistent Cookies: These remain on your device for a set period of time or until you delete them. They remember your preferences across multiple visits.

6. Managing Your Cookie Preferences

6.1 Browser Settings

You can control and/or delete cookies as you wish. You can delete all cookies that are already on your computer and you can set most browsers to prevent them from being placed. However, if you do this, you may have to manually adjust some preferences every time you visit a site and some services and functionalities may not work.

6.2 Browser-Specific Instructions

  • Chrome: Settings > Privacy and security > Cookies and other site data
  • Firefox: Options > Privacy & Security > Cookies and Site Data
  • Safari: Preferences > Privacy > Manage Website Data
  • Edge: Settings > Cookies and site permissions > Cookies and site data

6.3 Opt-Out Links

  • Google Analytics: Google Analytics Opt-out Browser Add-on
  • LinkedIn: LinkedIn Ad Settings
  • Facebook: Facebook Ad Preferences

7. Impact of Disabling Cookies

If you choose to disable cookies, some features of our platform may not function properly:

  • You may need to log in repeatedly
  • Your preferences and settings may not be saved
  • Some personalized features may not work
  • We may not be able to provide you with the best possible user experience

8. Updates to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the updated policy on our website and updating the "Last updated" date.

9. Contact Us

If you have any questions about our use of cookies or this Cookie Policy, please contact us:

  • Email: privacy@holaconecta.com
  • Address: Financial Frontera LLC, 601 E Palomar Ste #554, Chula Vista, CA, 91911
  • Phone: (619) 826-8955
Conecta Conecta

Conecta is the bilingual CRM for tax preparers who need one place for clients, SMS, email, WhatsApp, documents, appointments, payments, reviews, and referrals.

App Features

  • Marketing Campaigns
  • Automations
  • Appointment Scheduling
  • Client Portal
  • Contacts
  • Inbox
  • Integrations
  • AI Receptionist for Tax Offices
  • Tasks
  • Workflows

Company

  • About Founder
  • Team
  • Blogs
  • Contact
  • What is Conecta?

Resources

  • Demo
  • Blog
  • Help Center
  • S-Corp Calculator
  • Bank Statements to Excel
  • Client Organizer
  • Compare Platforms
  • Pricing Overview

Partners

  • New England Tax Services
  • SilverLine Insurance
  • P&G Services
  • Affiliate Program
  • Reseller Program
  • Become a Partner

Legal

  • Cookie Policy
  • Privacy Policy
  • Refund & Return Policy
  • Security
  • Terms of Service

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