Professional Tax Software
Run your tax office smarter—without the high back-end fees. Tax Monarc™ Lite/Elite gives you unlimited federal & state e-filing, all business returns, and the exact tools real EROs use to win.
What’s Included (Software):
Unlimited Federal & State e-filing
All Business Returns included
Cloud-Based & Paperless Office (fully remote)
Mobile App access
Training & Tech Support
Onboarding Support to get you live fast
Monarch Vault – Included Resources:
Client Intake Form, Onboarding Form, Engagement Letter
Preparer’s Agreement, Contractor’s Agreement, Referral Program Form
Tax Checklists (Clients & Preparers) + “What You Need to File”
Compliance Form + Risk Policy Sample Template
Growth & Support:
Business Operations & Strategy Kit
Marketing Growth Playbook
Tax Pro Training & Compliance Hub
Monarc Mentorship Access + Private Community:
How Access Works (Read Me): You will receive access to the Monarch Vault – Included Resources: here, BUT YOU MUST BOOK to GET YOUR SOFTWARE!!!!
Purchase your package here.
Book your onboarding call: we verify your purchase and set up your account. (BOOKING LINK) https://portal.taxmonarc.com/book
Get access to your software login and Vault.
We do not deliver raw download links on this page. Access is delivered after onboarding for your security.