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.
🔒 Engagement & Privacy Notice 🔒
Review and Sign Your Agreement
Before we begin preparing your return, please click below to review and electronically sign our Engagement Letter and Privacy Notice.
This document explains our services, fees, your responsibilities, and how we handle your information.
🖥️ Signing Up via the Client Portal 🖥️
Complete Your Client Portal Setup Form
New clients: Complete our short online form so we can create your SecureFilePro account.
👉 Complete the Portal Setup Form
No documents are needed with this form. You will upload your identification and tax documents after activating your portal.
🚨 Returning Client? Sign in to your existing account instead. You can access your portal anytime via the "Client Portal" link on our website.
🛠️ Setting Up Your Account 🛠️
Activate Your Client Portal
After we review your setup information and create your account, you’ll receive an email invitation from SecureFilePro:
Subject Line: You Have a New Account with Monroe Tax Connect
Check your spam or junk folder if you don’t see it.
To activate your account:
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Click the link in your invitation email.
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Enter the last four digits of your Social Security number.
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Create your password and click Submit.
Upload Documents and Manage Your Return
Once your account is active, you can:
• Securely upload your identification, social security cards, and tax documents
• Message your tax preparer directly
• Electronically sign your tax return documents
• Make payments
• Download a copy of your completed return
Use our tax document general checklist to help you gather records supporting your income, credits, and deductions.