A link grants access to the original client record and every case under that client. It does not confirm tax facts, professional review, signing or filing.
The case you came from is a starting point. This Portal identity would see all authorized cases belonging to this exact client record. Similar names or shared contact email never combine records.
Independent ownership review
Email verification proves mailbox control. A name, birthday, tax ID, folder name or invitation link alone does not prove ownership of this offline tax record.
Use only the approved independent ownership proof reference. Do not enter the proof contents, SSN, TIN, date of birth or an original document here. Preparing an intent does not send a Client message.
These entries stay only in this tab until the server confirms Prepare. Leaving before then discards them.
Separate reviewer decision
The reviewer must be separately authorized and must verify the current independent proof. Preparing Staff cannot approve their own intent.
Synthetic one-time link prepared
This test link is visible only in the local synthetic qualification flow. No email or Client message was sent. It is shown once and cannot be recovered by refreshing.
Revoke this pending intent
Revoke current Client access
This removes the Portal identity's access to this client record and ends affected sessions. Original cases, files, receipts, requests and audit history remain.