Onvio now requires all users to set up two-step verification to more securely protect your sensitive information that is found on the documents that are being stored within Onvio.

To set up two-step verification:

1. Go to https://onvio.us/clientcenter/en/us and sign in using your Onvio credentials
2. Select “Set up verification”
3. Add the two-step verification option you want to use

Here is a link to a 2.5 min video that explains the process:

https://video.tax.thomsonreuters.com/watch/M3uZABPJotA3zMJgnRxjnD

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. 

 

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.

Getting started with safesend

What are the benefits to you, the client?

• You will be able to electronically view, sign, save and print your tax documents.
• You will have access to your tax return for seven years.
• You will be able to receive estimated tax payment reminders at a schedule of your choosing.
• You can securely forward your tax documents to anyone you choose, such as a bank.

How will it work? 

Once your return has been completed, you can expect an e-mail from Molinari Oswald LLC at noreply@safesendreturns.com. Check your Spam or Junk folder if you do not see it.

Will it work with any internet browser?

For the best experience, we recommend using Google Chrome. It will also work with Safari, Firefox, as well as other browsers, but we strongly discourage using Internet Explorer while using SafeSend. SafeSend does not work well with Internet Explorer.

How will I securely access the software?

Once you click on the link in your e-mail from SafeSend, you will be required to enter the last four digits of your Social Security Number. You will then request an Access Code, which will be e-mailed to you by SafeSend. Copy and paste the Access Code on the next screen within 20 minutes.

What if I can’t remember the Access Code or it expires?

You can click on any link in any e-mail from SafeSend Returns and you will be re-sent the link for a new Access Code by noreply@safesendreturns.com.  It doesn’t matter how old the e-mail is.

Can I review the tax return before signing it? 

You will be able to view any portion of your tax return prior to signing.

How will I verify or confirm my identity to be able to sign my personal tax return?

You will be required to answer knowledge-based authentication questions before being allowed to sign. This is an IRS requirement. If you are unable to answer the questions after three attempts, you will be given the opportunity to print your e-file forms and securely upload them to Molinari Oswald LLC after signing.

How will my spouse and I sign a joint return?

One taxpayer at a time will go through the signing process. After the first taxpayer signs, the 2^nd will receive an e-mail from SafeSend to sign the returns.

I received a message saying that I couldn’t electronically sign my return and that I need to download the paper e-file forms.  Why?  

If an individual has not established a significant history in the U.S., perhaps because they are younger than 18 years of age or live outside the U.S., there will not be enough government and financial information available to construct knowledge-based authentication questions.

Will I get reminders about signing the e-file forms? 

You will receive regular reminders about signing, about every seven days and possibly more often as the deadline approaches.

Part of my tax return must be printed and mailed to the taxing authority – it can’t be e-filed.  How will I print it?

Any paper returns will be included as Attachments. You will receive clear instructions on how to access and download these or other items that must be mailed. If you are unable to print your Attachments, please reach out to the “Contact Person” listed in the red bar at the top of the page for assistance.

Do I have to finish the review and signing process in one sitting? 

No. You can put your return aside and come back to it at any time.

Will I get reminders about estimated payments?

During the process, you will be given the opportunity to set a reminder schedule for estimated payments. Choose the timing that works best for you.

Will I have the option to download and print my return?

Yes, you will have the opportunity to do so after you’ve signed your returns. You will always be able to download and print your returns at any time.

What is Signer Delegation?

Signer Delegation allows someone other than the signer to review a tax return, then delegate signature to the person authorized to sign the e-file authorization forms. This is most commonly used with business returns where a CFO or Controller reviews a return but the signer is a different person, such as the CEO.

Can I send K-1s to recipients through SafeSend?

After you sign the return, you will be given the opportunity to either securely e-mail the recipients directly once you’ve edited their details, or you can download and print the K-1s to mail yourself.

What about my source documents?

If you sent us a hard copy of your source documents, the original documents will be mailed back to you.

Can I send my tax return to my bank? 

You are given the opportunity to forward your return or portions of it to anyone you choose. To prevent the result of errors in e-mail addresses, the recipient will need to verify their identity.

If I need a copy of my return in a couple of years, how can I access it?

Your tax return will be available through SafeSend for seven years. You can click on any link in any e-mail from SafeSend Returns. It doesn’t matter how old the e-mail is. You will receive a link with an Access Code from noreply@safesendreturns.com. You can proceed to download an electronic copy of your return.

What if I need help navigating through the software?

Just reach out to your Molinari Oswald LLC by phone or e-mail. The “Contact Person” link in the red bar at the top of the page will contain this information.

Is my information secure?

Client data is encrypted by SafeSend and stored on secure servers managed by their parent company, cPaperless. Data access is restricted to authorized accounts. Decryption is inaccessible by unauthorized accounts. If you would like further information, please let us know.

Is there a SafeSend App?

There is no SafeSend app yet, but we’re told that one is in progress.

Do you still have questions? 

The link to your contact’s name is in the red bar at the top of the page.