BCenter • Portal access
Create Portal Access
New tax clients complete the public current-year intake first. After submission, portal account setup must happen before tax document upload.
Username and password setup is required before document upload. This create-portal-access step is Promised-not-built today.
Returning clients with existing credentials should use Client Sign In instead of this route.
Status
Promised-not-built
Upload gate
No tax document upload before authenticated portal access.
Required order
Public intake, then create portal access or sign in, then authenticated portal, then upload tax documents.
What this route means today
Portal setup placeholder
This route exists to mark the required account-access step after public intake submission. Working username/password setup is Promised-not-built.
Submitting a public intake does not activate uploads by itself. Tax document upload remains available only after authenticated portal access is set up.