Conecta
Pricing
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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Pricing
View Pricing Conecta Lite Sofia AI Receptionist Pricing
Features
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
Partners
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
Resources
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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Refund & Return Policy

Conecta / Financial Frontera LLC

Refund Policy

All sales are final. No refunds.

By purchasing any product, service, subscription, or digital asset from Conecta (Financial Frontera LLC), you acknowledge and agree that all transactions are final and non-refundable.

What This Policy Applies To

This policy applies to, but is not limited to:

  • Software subscriptions (monthly or annual)
  • One-time digital products
  • Starter packs, templates, and workflows
  • SMS credits
  • Setup fees
  • Consulting, coaching, or Growth Roadmap services

Because Conecta provides instant access to digital products and services, we do not offer refunds, returns, or exchanges once access has been granted.

Subscription Cancellations

  • You may cancel your subscription at any time to prevent future charges.
  • Cancellation does not result in a refund for the current billing period.
  • Access will remain active until the end of the paid term.

Exceptions

We do not provide refunds for:

  • Partial usage
  • Failure to use the product
  • Changes in business needs
  • User error or misunderstanding of features
  • Third-party integrations or platform limitations

Questions Before Purchase

If you have any questions about whether Conecta is right for your business, please contact us before completing your purchase:

Email: legal@holaconecta.com

Legal Entity

Conecta is operated by Financial Frontera LLC

601 E Palomar St, Suite #554
Chula Vista, CA 91911
United States

Consistency Note (Important)

This Refund Policy is governed by and incorporated into our Terms of Service:

https://holaconecta.com/terms-of-service

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

© Conecta. Hecho Con ❤️ en Tijuana, Baja California / San Diego, California