Prepare for migration to Onvio

Before you start

Make sure you have access to the product(s) you're migrating from. We offer migration from FileCabinet CS, NetClient CS, UltraTax CS 2021 and many third-party tax applications.
Make sure you're assigned to a permission group that has
Migrations
enabled.

Preparation steps

If you'll be migrating multiple products, decide which product to start with and the order you want to migrate all your products in. Migrations happen one product at a time, so you need to choose a starting point and an order.
Pick the product with the most accurate and up-to-date client information to go first. This makes the migration process easier in case there are data conflicts between your products' client information.
If you're using UltraTax CS and not choosing that as your first product to migrate, we strongly recommend that you populate clients and contacts from UltraTax CS to Onvio.
For each product you'll be migrating, get your data ready.
UltraTax CS
Make sure you know the client or master password for any protected clients. You will be asked to enter the password before the client is migrated.
note
Password protection is not available for clients in Onvio. Instead, password protected clients are marked as
Confidential
after migration.
FileCabinet CS
How many years of data will you migrate? You may want to migrate only data from recent years into Onvio. If you like, you can export older data and store it outside of FileCabinet CS moving forward.
Combine duplicate drawers into one. If there are drawers with matching EINs or SSNs, only the first drawer in the list will be migrated to Onvio. The rest will be listed in the
Document_Upload_Exception_Report
, which you'll get at the end of the migration. To combine duplicate drawers, move all the documents into a single drawer and delete the others.
Restore archived documents you want to migrate.
Remove passwords from drawers you want to migrate.
Third-party applications
Remove client passwords. If you need help with this, contact Support for the third-party application.
(Optional) Review client IDs. The ID for each client will be the same after it's migrated, so if you want to change any it's easier to do that now. You should also make sure every client has a unique ID.
(Optional) Review client data to make sure it's correct. Doing this before migrating can help reduce the number of data conflicts you run into.
UltraTax CS: Review client IDs, names, email addresses, and addresses. We recommend printing and reviewing the Client Contact report.
FileCabinet CS: Review drawer IDs, names, and TINs. We recommend printing and reviewing the Drawer List report.
NetClient CS: Review names and email addresses. We recommend printing and reviewing the User Accounts report.
Third-party applications: Review names, email addresses, and client IDs. If you need help, contact support for your third-party application.

Next steps