Access tax documents or organizers in Onvio

You can access items sent to Onvio from UltraTax CS as follows.

Tax questionnaires

UltraTax CS notifies your client that their tax questionnaire is available in Onvio Client Center via an automated email message. If this is the client's first time accessing the Client Center, UltraTax CS sends a registration message via email as well. Each email message contains a link for the client to register or access the Client Center and sign in using their credentials.

Client copies of tax documents

UltraTax CS notifies your client that their tax documents are available via an automated email message containing a link to sign in to Onvio Client Center.

Preparer copies of tax documents

Sign in to your Onvio Staff Center account and select
Client Documents
to view items uploaded from UltraTax CS.
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