FREE Webinar: Don't Renew Yet: Live Conecta Demo for Firms Rethinking TaxDome

TaxDome announced this week that it is moving from per-seat to per-client pricing and folding its three plans into one, with AI, client care and premium support now sold as add-ons. New firms are on the new model now; existing firms move over at their first renewal on or after January 1, 2027. Some offices will pay less and some will pay more, but every firm that runs its client work through a practice management platform has a reason to look at its options before it signs again.

Alberto Contreras, founder and CEO of Conecta, will spend two hours walking through the platform live. Conecta is a bilingual (English and Spanish) CRM and client portal built for tax offices: one inbox for SMS, email and WhatsApp, document collection and e-signatures, appointments and payments, workflows and automations, and Sofia, an AI receptionist that answers calls and works from the client record. It runs alongside your tax software rather than replacing it. Bring your questions about migration, setup and what it does and doesn't do. The program is free and open to every tax professional.

Who should attend: EAs, CPAs and preparers who manage client communication, documents and workflow through a practice management platform and want to see an alternative before their next renewal.

Learning objectives

After this program, participants will be able to:

1. Describe the core functions of a tax-office CRM and client portal, including secure document collection, e-signatures, scheduling and client messaging.

2. Identify the cost and contract factors to evaluate before renewing practice management software, including per-user versus per-client pricing structures.

3. Evaluate how bilingual client communication and AI-assisted call handling fit into a tax office's intake and follow-up workflow.

4. Recognize data migration and data security considerations, including IRS Publication 4557 and the FTC Safeguards Rule, when moving client data between platforms.

5. Outline the steps for evaluating, testing and transitioning to a new practice management platform with minimal disruption during filing season.

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"Our best deal is always to become a monthly subscriber"

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*Self-Study recording not available for credit

NASBA Field of Study:  Taxes

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