TEST ENVIRONMENT · TDP ADAPTER LAB · NO PRODUCTION PAYMENT
PC
TERRAPIN HOSTED PARTNER · TEST PREVIEW

Peter J. Clarke

Tax Attorney · Portsmouth, New Hampshire

A full professional Terrapin affiliation preview with pricing, resources, client portal, and campaign capabilities available after approval.

New HampshireMassachusetts
TEST SITE · PROSPECT ESTIMATOR USES AWS · CLIENT CONVERSION REMAINS EXPLICIT
PRACTICE AREAS

Tax-resolution services

Content is a test configuration and must be verified by the practitioner during affiliation review.

SERVICE 01

IRS Collections Defense

Approved site copy, eligibility language, and engagement terms are finalized before production publication.

SERVICE 02

Offer in Compromise

Approved site copy, eligibility language, and engagement terms are finalized before production publication.

SERVICE 03

Installment Agreements

Approved site copy, eligibility language, and engagement terms are finalized before production publication.

SERVICE 04

Tax Lien and Levy Response

Approved site copy, eligibility language, and engagement terms are finalized before production publication.

PROSPECT PROCESS

Estimator first; Client conversion later

The taxpayer creates or resumes a Prospect account, completes the AWS Estimator, and appears in the assigned practitioner's My Prospects queue. The practitioner later accepts, declines, or explicitly converts the Prospect to a Client.

1. Start securely

The public site creates only an attributed, practitioner-scoped launch.

2. Complete Estimator

Authentication, eligibility questions, answers, calculations, and PDF assets remain in AWS.

3. Professional review

The partner receives the Prospect in Case Workspace; no Client is created automatically.

DATA BOUNDARY

Public site outside; taxpayer record inside AWS

This microsite stores no Estimator answers, tax results, taxpayer credentials, PDFs, Client records, documents, or case activity.

TEST PARTNER ENROLLMENT

Verification, opt-in, approval, and trial

No organization or practitioner account is created until a Platform Admin approves the request.

Step 1 of 4
Terrapin TEST network. AWS remains authoritative for identity, applications, trials, prospects, clients, and casework.Test dashboard · Payment processing TBD