Step 1) Visit this page to collect your Monarch Promo Code: https://docs.google.com/document/d/1CpH78PP-jlOWRVZ3v2h-JpaqYHKaKOvohiPbLjNUcug/edit?usp=sharing
Step 2) Sign up for the Core Plan at Monarch.com
Step 3) (Mobile or Desktop) Connect all your bank accounts and credit cards to Monarch (including investment accounts, loans, personal checking, personal credit cards, business accounts, and personal Venmo)
Note: If you use FaceID, you can use Monarch mobile app to connect your accounts!
- Step 3a) If you use PayPal significantly for work and often pay with your PayPal balance, follow this guide: https://www.loom.com/share/f2ad13d308ea4236a0fa9a930070ea6d?sid=0729e6ee-0936-4c51-8912-ed01f9785b37
- Step 3b) If you use CashApp significantly for work, follow this guide: https://www.loom.com/share/c2e236fa3aec43438ac778e080013733?sid=f0f06019-3c8b-427b-8513-cfb20147a356
- Step 3c) If you use Venmo Business (not Venmo Personal) significantly, follow this guide: https://www.loom.com/share/0fc3428a28814a1f97ca2c00b3dec18d?sid=dd242370-87bd-4f5b-89dc-8f304ea6e08f
- Step 3d) For those with an Apple Credit Card (Issued by Goldman Sachs), please visit this guide: https://www.taxguru.ai/appleCSV
Step 4) (Desktop only) Visit Settings -> Members -> Scroll to bottom and add Financial Professional -> info@taxguru.co
Step 5) Save your card-on-file with us (new clients only) via this link: https://buy.stripe.com/cN2eWV09c05I4DuaEE
Note that a fee of $25 per month will be assessed for our Technology Fee. This includes / covers various software we use to service your account including Monarch Money.
If you are migrating your account from Wave, follow this guide to downgrade your account: www.taxguru.ai/wavedowngrade
If you are migrating your account from Quickbooks, follow this guide to export your data and then go ahead and cancel your Quickbooks account: https://www.loom.com/share/222a3aac148e4818ac799749e7eedffd?sid=9a93c0fb-e7b4-44d0-9f1f-ad6dd4090b17
