Client Link Generator

Sign in with your Clear Start Tax Google account to continue.

Authorized employees only.
All access is logged and linked to your Clear Start Tax account, including the time, IP address, device, and location.
Clear Start Tax — internal use only

Client Link Generator

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Security reminder
Client links are assigned to your account. Verify the intended recipient before sending. Access is logged for security and audit purposes.
FOR YOU (AGENT VIEW)

Open the full investigation summary for this case. It only opens for a signed-in Clear Start Tax account — never send it to a client.

FOR THE CLIENT

Secure client link · requires last name + last 4 of SSN

AUDIT-REASSESSED VERSION

The reassessed figures — same gate, same clock.

✓ Client link copied!
Assigned to
Expires at

Send only to the intended client. Do not share with anyone else.
Generating a new link immediately invalidates the previous link for that case.
🛡 Secure Client Link
Replace current link? Generating a new link will immediately invalidate the existing client link for Case .

This link provides access to private client tax information.

The client link you generate is assigned to your Clear Start Tax account. Link generation and access activity are logged for security and audit purposes.

Before sending the link, verify that it is being sent only to the intended client.

Do not share or forward the client link to yourself, another employee, or any unauthorized person.