Offer these services to your clients
Conecta gives tax offices access to trusted partners so they can connect clients with specialized services outside the office's core work.
Your office keeps the client relationship. You introduce or refer the client to the right partner, and the partner handles the specialized service.
Tax office CRM
Entrepreneurship that works
Financial services
Business finance & insurance
Insurance
Mortgage lending
Partner services
Injury & immigration
Tax solutions
Want a partner to reach out?
Leave your info, choose the partner companies you want to hear from, and we will send your request to the right team.
Conecta Partner Services
A simple list of the partners tax offices can connect clients with through Conecta.
Helps clients with business formation, payroll, compliance, workers' compensation, commercial insurance, and connected operational workflows in one platform.
Helps clients with business insurance, contractor coverage, personal insurance reviews, quotes, and policy service support.
Helps clients with health insurance, employee benefits, supplemental benefits, Medicare guidance, and life insurance options.
Helps clients with IRS tax debt, unfiled returns, penalties, payment plans, tax liens or levies, audit defense, and related resolution needs.
Helps clients with business planning, HR support, payroll, accounting, lending, insurance planning, retirement planning, estate planning, and related planning conversations.
Helps clients with home purchase loans, refinance options, home equity, HELOCs, FHA, VA, USDA, jumbo, renovation, construction, and specialty mortgage solutions.
Helps clients review personal injury options after auto, motorcycle, truck, rideshare, workplace, pedestrian, dog bite, wrongful death, bicycle, and slip and fall injury situations.
Helps clients with personal tax prep, business tax prep, bookkeeping cleanup, catch-up bookkeeping, and year-end support.
How It Works
Activate Partner Services Inside Conecta
Give clients a clear next step when they need help outside the office's core services.