Laying out the streets…STEP 1 OF 3

Conecta for Tax Pros · Office #40,583

AI operating system for tax offices.

In the Managing a sales pipeline neighborhood (Marketing and sales). In town since 14 Oct 2026.

Nobody has claimed this office yet. Tablif records every new product and gives it an office; when its owner claims it, the lights go on.

Is this yours? Claim it

What Tablif read on Conecta for Tax Pros's site

Conecta for Tax Pros describes itself as: “Conecta for Tax Pros”

What it is

Calls itself “AI operating system”.

  • Calls itself: AI operating system
“AI operating system for tax offices.”

Where it puts itself

Claims “The all-in-one CRM”. Publishes a comparison page.

  • Superlative claim: The all-in-one CRM
“Conecta’s distinction is not a longer list of isolated tools. It is one all-in-one CRM”
“The all-in-one CRM for tax professionals.”

What it costs

One-time purchase, monthly subscription and yearly plan. No free plan. Has an enterprise plan. Sales on request. Prices quoted: $14.99/month, $150/month, $497 one time.

  • One-time: yes
  • Monthly: yes
  • Yearly: yes
  • Commission: no
  • Free plan: no
  • Price: $14.99/month · $150/month · $497 one time
  • Enterprise plan: yes
  • Contact sales: yes
“Website Sofia $14.99/month Introductory price through October 31, 2026”
“$150/month or $1,500/year · Save $300 with annual billing.”

Who it sells to

Sells to businesses. Built for small businesses. Made for tax offices. Sells into tax. Available in 2 languages.

  • Sells to: businesses
  • Company size: small businesses
  • Made for: tax offices
  • Sells into: tax
  • Languages: English · Spanish
“Conecta is an all-in-one CRM built for tax professionals who need bilingual client”
“Help small business owners understand, simplify, and take back control of their”

How it runs

Hosted in the cloud. AI is the core of the product.

  • Runs where: cloud / hosted
  • AI role: core to the product
“U.S.-based data storage and encrypted backups”
“AI operating system for tax offices.”

What it works with

Integrates with Drake, Lacerte, ProSeries and 2 more. Names Sofia and TaxDome on its pages.

  • Integrates with: Drake · Lacerte · ProSeries · +2
  • Names: Sofia · TaxDome
“Designed to work alongside Drake, ProSeries, Lacerte, and others”
“Sofia AI Receptionist Pricing”

What it offers as proof

Live, no waitlist. Shows customer logos. Claims “150+”. Compliance: FTC Safeguards Rule. Instant signup. Publishes a blog.

  • Customer logos: yes
  • Number claimed: 150+
  • Compliance: FTC Safeguards Rule
  • Instant signup: yes
“Get Conecta Pro”
“Trusted by 150+ tax pros”

Sources

Tablif read these pages, last on 14 Oct 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

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