We are excited about Onvio and you should be too. It is a state of the art, secure communication platform. It will allow us to share documents and give you anytime access to all your important records.
See below for help videos and links to FAQ pages. If you have an account visit https://onvio.us/clientcenter to login.
Go to onvio.us to login (the link is also in the upper right corner of our webpage). Your user name is your email address and your password is the one you created when you registered. If you don’t remember your password you can use the reset password link found on the login screen. Once you have successfully logged in you will see a screen that says "all tasks are complete or there are no tasks". Click on the documents tab near the top of the screen and you will see all the documents that have been stored in your account.
Wait 30 minutes and then you will be able to try again.
For security reasons Onvio passwords expire every 90 days. Onvio will prompt you to reset your password on your next login after that time period. If you miss the prompt, you can do it yourself by going to the Onvio login screen (onvio.us) click the reset password link. Enter your registered email address and click “reset my password”. You will receive an email with a link and instructions to reset your password.
Login to your Onvio account using your old email address. Click on your name in the upper right corner and select “Edit Profile”. You can change your email address from the “Account Information” tab.
I have a new/replacement phone and want to install or previously used multi factor authentication. How do I setup my phone?
If mulit-factor is not working call our office and we can generate a temporary code to give you access to your account. Once you are logged in you can delete your old phone and set up the new one from the multi factor authentication settings under your profile.
If you were not using multi-factor authentication setting up a new device is not complicated but can be done is a few steps listed here: https://onvio.us/ua/help/us-en/client/core/common/manage-mfa.htm
The organizer can only be edited electronically if you download it first and use your pdf program to make changes. Then you can upload the new version back to Onvio for us to see. You can also print it out and handwrite your changes and then send it back to us by whatever method you typically use for your other documents.
Unfortunately onvio defaults to the task screen when you log into your client center account. To see your documents just select the documents tab to the right of the tasks tab.
The Client Center app is available for Apple and Android devices. More information on managing documents on a mobile device can be found here: https://onvio.us/ua/help/us-en/client/core/documents/client-center-mobile-app.htm.
There are videos below on installing and using the app on a mobile device.
There are 2 basic views in Client Center: folder and list view. Tax files will be located under the Tax Return folder in folder view and then by year. Alternatively, you can log into your account and then click on the link in the email notifying you of the document and you will be taken directly to that file.
Passwords can be reset by selecting "reset password" on the Client Center login screen. You can also change your password while in Client Center by selecting your profile in upper right corner of screen.
Call our main number, 610-871-6700, and follow the voice prompts for onvio help. If not answered, leave a detailed message and someone will get back to you as soon as possible.
Get started with Onvio by watching this video!
How to install the Onvio app on your mobile device
How to use the Onvio app on your mobile device
Getting started with MS Teams
You do NOT need to download MS Teams to participate in a meeting. You can join from a browser like Chrome or Firefox. Watch this video to see how.