Clear Start Tax Relief
Agent Hub

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Use your Clear Start Tax Google account.

Sign in with your @clearstarttax.com Google account.

Clear Start Tax Relief
Agent Hub
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Dashboard Class Schedule Manager Resources
Sales Stats Resolution Dashboard Financing App Pending Chargebacks Manager approvals Review Tracker QA Call Search Archive DNC YTEL custom dashboard Ytel Dashboard SalesScreen RingCentral
Scripts TI Sales Script Tax Investigation Resolution Link Generator Gmail ADP Time Doctor CRM IRS Logics Chats Dialer SMS
New Hire Training Role Plays University Completion
Tests
A
Agent
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Agent Hub
Dashboard/Certifications
Dashboard/Sales Training
Dashboard/Class Schedule
Dashboard/Scripts

Scripts

The Script/Training folder from Google Drive. Click a file to open it.

Open in Drive ↗
Dashboard/Resolution Link Generator

Resolution Link Generator

Open in new tab ↗
Dashboard/Sales Stats

Sales Stats

Open in new tab ↗
Dashboard/Resolution Dashboard

Resolution Dashboard

Open in new tab ↗
Dashboard/Financing App

Financing App

Open in new tab ↗
Dashboard/QA Call Search

QA Call Search

Open in new tab ↗
Dashboard/Role Plays

Role Plays

Practise the script with a live voice role play. Allow the microphone when your browser asks.

Open in new tab ↗
Dashboard/Archive

Archive

Every SMS and call record. Asked to sign in below? Use Open in new tab once — this page picks it up.

Open in new tab ↗
Dashboard/YTEL custom dashboard

YTEL custom dashboard

Live floor: calls waiting, agents, talk time, deals. Updates every second.

Open in new tab ↗
Dashboard/DNC

DNC

Open in new tab ↗
Dashboard/Tests
Dashboard/Manager Resources
Manager Resources/Spin Wheel Settings
Manager Resources/News Update
Dashboard/New Hire Training
Dashboard/University Completion
Dashboard/
Manager Resources/Agents

Agent roster

Every agent's current level, progress in their current level, and authorization to sell.

Home/ Library/ /
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Tests/
Manager Resources/Results

Test Results

All certification submissions across the floor.

Manager Resources/User Management

User Management

Invite agents, approve new sign-ins, and manage who can use the Agent Hub.

Invite an agent
Send an email invitation. They accept by signing in with their Clear Start Tax Google account — no separate approval needed.
Trusted networks
Anyone may reach this tool from these addresses. Individual access is granted per person below.
Use this for a whole office or site. Use Remote on someone's row for one person working from home. The Irvine office (…) is always trusted and isn't listed here. Changes take effect within a minute — no deploy.
Your current address is ….
🎧 QA Call Search — call access
Who may listen to which team's call recordings at qacallsearch.clearstarttax.com. Add anyone with a company email — no Agent Hub account needed, they just sign in there with Google. This is the same list the Service Hub and the QA Call Search admin page show, so a change here changes it everywhere.
They can search that team's calls the moment they sign in at QA Call Search from an allowed network.
Everyone who has signed in
Home/Admin

Admin

Portal-wide tools and diagnostics.

User management
Approvals, roles, remote access, and deactivation moved to their own page.
Open User Management
Content
Live counts from the bundled data.
Export
Download submissions for review or backup.
Session
Diagnostic info for this session.

        

      

    


    
    

      
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