Onboarding a new client
Use Accounting > Client Portal > Add Client to provision a new client tenant. Enter business name, business type, optional import source, client plan, firm-billed model, client email, and optional message.
The current resolver creates an active tenant with USD and a January fiscal-year start, makes the client email its Owner, adds the initiating accountant with the accountant role, and records practice metadata in tenant settings. It does not create a Stripe subscription. The selected plan is metadata, so subscription-required operations can still require separate billing activation.
Client-billed provisioning is rejected; only firm-billed is currently accepted. QuickBooks, Xero, and CSV choices are stored as metadata and do not start an import in this flow.
Canonical personas are product_seller, multi_channel_brand, wholesale_b2b, service_provider, hybrid_business, tech_startup, creator_maker, and agency. The dialog exposes the first seven; its hyphenated values are normalized by the resolver.