Welcome Packet & Client Resources

Checklist

Useful for Individuals and the Self-Employed

Download the following checklist of tax documents that will help ensure you are not missing any vital tax documentation.

Use this checklist as a guide to help you gather all pertinent information.

Engagement and Privacy Policy

In order to get started, you will need to read and acknowledge the following document

Ways to sign:

1. This form can be sent to your email address for your electronic signature.

2. Click to download the PDF, print, sign, take a picture, or scan and email it to info@monroetaxconnect.com.

*Please note that your valid social security number must be entered.

Signing Up via the Client Portal

With SecureFilePro, you can upload files to your tax preparer, which speeds up return preparation. You can also send messages directly to your preparer, make your payment, and even e-sign and view/download your completed tax return. Once the return is e-filed with the IRS, you will have complete access to your return.

You can always access your client portal by visiting our website and clicking 'Client Portal' in the menu to log into your account.

Click here if you are a returning client and cannot remember your username or password.

Setting Up Your Account

1) Before we email you an invitation to the client portal, we obtain the following information from your signed Engagement & Privacy Policy Letter:

First & Last Name
Social Security #
Email Address

2) You will receive an invitation to the client portal via email within 24 hours of receipt.
Note* The subject line will read:
'You Have a New Account with Monroe Tax Connect'

3) When you click on the link in your e-mail to access your account, you will be taken to the SecureFilePro 'Create Your Password' page.

4) Verify your Social Security Number's last four digits and create a password.

5) Click Submit