CLIENT PORTAL
We value our clients and understand that sometimes keeping track of all your financial documents can be tough. We’ve partnernered with ONVIO to provide our clients with a secure, password protected portal that allows them to access all their financial docu ments anytime, anywhere.
This client portal also allows us to share files securely and efficiently. No more searching through emails
to find your documents! Just log on and find them all within one or two clicks.
Here’s how to access the ONVIO portal:
Step 1:
Navigate to onvio.us to sign-in to your portal
Step 2:
You will be asked to either set-up Multi-Factor Authentication if it is not set up already, or if it is set up you will receive a text message with a 6-digit code required to verify your identity. If it is not set up already, click ‘Try another method’ and enter your phone number. If you cannot use a phone number, you can use an email address to receive this code. Enter your 6-digit code to finalize the log-in process
Step 3:
You will be brought to a screen telling you ‘No tasks pending’. Click on ‘Documents’ at the top of that screen.
Step 4:
This is the document management end of the portal, which is primarily what you will be accessing. Here you will be able to view, download, and print any documents we share with you, and you may also share documents with us via this page.
Step 5:
This menu is where you will find all your documents. For clients who have corporate returns as well as personal returns, or for clients who use their portal to receive multiple returns (for their children, parents, etc.) if you click the ‘Client: Personal’ dropdown, it will show a menu of all clients associated with your portal account. Clicking within these different clients will show the documents associated with each different client.
Step 6:
To access your tax return, if you click on the ‘Tax Documents’ folder in the menu to the left of the screen, you will see the portal in the center update to show you the documents within the respective folder. You will see that this specific folder contains the 2020 return for this client, and the Tax Document folder below that will have 2021.
