Molinari Oswald

CPAs & Business Advisors

Home Client Questionnaire

Welcome to our secure client questionnaire! Thank you for opting to use this instead of the paper copy. Saves postage and time. Our entire site is secured with a security certificate. The closed lock icon next to our website name gives you that assurance. 

What a security certificate is: When you go to a site that uses HTTPS (connection security), the website’s server uses a certificate to prove the website’s identity to browsers, like Chrome. Anyone can create a certificate claiming to be whatever website they want. To help you stay safe on the web, Chrome requires websites to use certificates from trusted organizations. If you are curious, click on the lock and select certificate.

Once the form is submitted we request you securely upload all your documents to our new sharing platform, Onvio. If you have already registered your account, go to Onvio client center. For more information on how to use Onvio on a desktop or mobile device visit our Resource page.