Welcome Packet & Client Resources

We’re excited to help you get started with Monroe Tax Connect! Below you'll find important documents and instructions to help you prepare for a smooth and secure tax filing experience.

📋 Checklist

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. We can email you the form for a secure electronic signature.

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

🔑 Note: A valid Social Security number is required for processing.

🖥️ Signing Up via the Client Portal

With SecureFilePro, you’ll be able to:

Upload documents securely
Message your tax preparer directly
E-sign your return and make payments
Download a copy of your completed return

Once your return is filed with the IRS, you'll maintain full access to your documents through the portal.

You can access your portal anytime via the "Client Portal" link on our website.

👉 Returning Client? Click here if you forgot your username or password.

🛠️ Setting Up Your Account

1. Once we receive your signed Engagement & Privacy Policy, we’ll gather the following to create your account:

First & Last Name
Social Security Number
Email Address

2. Within 24 hours, you’ll receive an email invitation from SecureFilePro.

Subject Line: You Have a New Account with Monroe Tax Connect

3. Click the link in the email to access the Create Your Password page.

4. Verify the last 4 digits of your Social Security number and create a password.

5. Click Submit, and your portal will be ready to use.