Upload UltraTax items to Onvio

Upload tax returns, organizer questionnaires, and other items to Onvio

If you're licensed for Onvio, the following items are available to upload from UltraTax CS to Onvio Documents (for preparers) and Onvio Client Center (for clients):
  • Tax returns (Documents and/or Client Center)
  • Client organizer questionnaires (Client Center)
  • Extensions (Documents)
  • Input screens (Documents)
  • Signed eSignature documents (Documents and/or Client Center)