# Conecta for Tax Pros (holaconecta.com)

Manages tax office client records, SMS, email and WhatsApp conversations, appointments, document requests, e-signatures and payments in one CRM.

- Atlas card: https://inite.ai/en/atlas/holaconecta.com
- Site: https://holaconecta.com
- For: Tax professionals and tax offices that need one CRM for clients, messages, documents and appointments
- Categories: finance
- Use 33/100 · alive 100/100

## Used for

- Manage client records and household follow-ups
- Send document requests and e-signatures to clients
- Schedule client appointments and take payments

## Price

- from 150 USD/month, no free plan (read 2026-10-15 on https://holaconecta.com/pricing)

## For developers

None found.
- Read 2026-10-15

## Your data

- Certifications stated: ccpa
- Training on your data: conditional (https://holaconecta.com/privacy-policy)
- Read 2026-10-15

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Source: INITE Atlas, https://inite.ai/en/atlas/holaconecta.com. JSON: https://inite.ai/api/atlas/holaconecta.com. MCP: https://inite.ai/api/mcp (atlas_lookup).