Trusted by more than 150 tax professionals and supporting 30,000 taxpayers, Conecta brings marketing, communication and daily operations together, and lets owners run their offices directly through ChatGPT in English y en español.
LAS VEGAS — September 2026 — Conecta, the bilingual operating system built specifically for tax professionals, will participate in Emprende Tax 2026 at AVANCE Global, taking place September 14–16 at the Bellagio in Las Vegas.
Conecta gives tax professionals one place to run their entire office, not just the operational side. It connects marketing and lead generation with client communication, documents, appointments, signatures, payments, workflows, reviews, referrals and follow-ups.
That combination is what separates Conecta from traditional tax-office platforms. Instead of managing operations in one system and marketing through a separate collection of tools, an office can attract prospects, continue the conversation, convert them into clients and manage the ongoing relationship from the same bilingual platform.
Through Conecta’s ChatGPT integration, tax office owners can also operate their businesses through a simple conversation. They can ask ChatGPT to find clients, manage appointments, review missing documents, create tasks, send follow-ups and perform other office activities without navigating software, or even touching the keyboard.
Operations and Marketing on One Bilingual Platform
Tax professionals often manage daily operations through one set of tools and marketing through another, alongside spreadsheets, personal phones, messaging apps, document platforms, schedulers and payment systems. Conecta replaces that fragmentation with one platform built around the full tax-office client journey.
- CRM, lead and client management
- One shared inbox for WhatsApp, SMS and email, with Facebook messages coming soon
- Secure client portals and document management
- Unlimited electronic signatures, users and document storage
- Appointments, online booking and automated reminders
- Payments and outstanding-balance tracking
- Office workflows, tasks, handoffs and automated follow-ups
- Lead capture, bilingual marketing campaigns, reviews and referrals
- A complete client experience in English and Spanish
Marketing and operations stay connected to the same bilingual client record. The team can see where a lead came from, continue the conversation across channels, convert that person into a client and manage every next step without losing context across separate systems.
AI That Works Inside the Tax Office
Conecta’s AI capabilities go beyond generating content or answering general questions. Because ChatGPT connects directly to Conecta, tax professionals can use natural language to take real actions inside their offices. Instead of clicking through multiple screens, an owner can describe what needs to happen and let the system carry out the work.
Conecta also offers Sofia, its bilingual AI receptionist and front-office assistant. Most AI receptionists stop after taking a message. Sofia is designed to take the next step by identifying callers, answering in English or Spanish, helping with appointments, checking relevant client information, and creating organized notes, tasks and follow-ups for the team.
Together, Conecta, Sofia and ChatGPT give independent tax professionals operational capabilities that previously required multiple systems and a much larger administrative team.
Built and Proven in Real Tax Offices
Conecta already supports more than 150 tax professionals and 30,000 taxpayers. The platform was created specifically for independent preparers and bilingual tax offices that have traditionally been underserved by generic CRM and automation products.
Its purpose is straightforward: help tax professionals handle more clients, provide a better experience and grow their businesses without creating more administrative chaos.
Led by Two Industry Veterans
Conecta is led by Alberto Contreras, Founder and CEO, and Jess Corrick, Vice President of Business Development.
Alberto spent a decade in the tax industry before building Conecta in 2025. He previously served as Chief Revenue Officer at Latino Tax Pro and Growth Director at ATAX, supporting thousands of tax professionals nationwide. He created Conecta to close the bilingual technology gap for tax offices that need client communication, marketing and daily operations connected in one affordable system.
Jess is a strategic partnerships leader and growth architect with experience spanning insurtech, fintech, AI-powered solutions and virtual care. He brings senior-level experience across sales, marketing, training, franchising and technology, with a track record of building partnerships, scaling high-growth organizations and translating complex solutions into measurable business outcomes.
| “Tony, thank you. It is a pleasure to be part of your upcoming event. I remember calling you to talk about Conecta before it was even a real product, and you have been one of our biggest supporters ever since. I am confident we are going to do great things together.”— Alberto Contreras, Founder of Conecta |
See Conecta in Action at Emprende Tax 2026
Attendees can visit Conecta’s booth to see how one bilingual platform connects clients, communications, documents, appointments, payments, signatures, workflows and AI around the same client record.
The Conecta team will also demonstrate how tax professionals can use ChatGPT to perform real office activities through Conecta,including finding client information, managing appointments, checking missing documents, creating tasks and handling follow-ups, without clicking through multiple systems or touching a keyboard.
Attending Emprende Tax 2026? Visit Conecta at our booth, see the platform working live and make sure to ask about our exclusive show special.
Learn more before the event at HolaConecta.com
About Conecta
Conecta is the bilingual operating system for modern tax offices. It brings marketing, CRM, WhatsApp, SMS, email, client portals, documents, appointments, payments, electronic signatures, workflows, automation and AI together in one platform, with Facebook messaging coming soon. Conecta helps tax professionals attract clients, operate the office and manage the complete relationship before, during and after filing season.
About Emprende Tax at AVANCE Global
Emprende Tax brings together tax professionals, accountants, entrepreneurs and financial professionals for education, technology, networking and business-growth opportunities as part of AVANCE Global 2026, taking place September 14–16, 2026, at the Bellagio in Las Vegas.
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