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Verify/review migrated data in Onvio

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Here are some things to check (and do) after your data has been migrated to Onvio.

Before you begin

  • Set time aside to focus on verifying data in Onvio.
  • Migrate client data to Onvio.

Steps to review data

FileCabinet CS
We recommend that you verify the number of documents in Onvio matches the number of documents in FileCabinet CS.
  • Review the results report.
     When the migration process is complete, FileCabinet CS gives a report showing how many drawers and files were migrated to clients in FileCabinet CS. You can find the report in the FileCabinet folder in your
    Windows Documents
     folder; or Virtual Office and SaaS users can access the reports from the
    Object
     >
    Create
     from
    File
     menu in FileCabinet CS. From there, browse to Documents\FileCabinet.
  • Remove duplicate documents.
     Documents that existed in more than one folder in a FileCabinet CS drawer could be linked. When you made changes to a linked document, all instances of that document were updated in FileCabinet CS. This is not the case in Onvio - if you make changes to a document, no other documents are updated.
  • Rename documents with two file extensions.
     When you printed a document to FileCabinet CS, the document name included the original extension in its name (for example: .xls, .pdf, .doc.), but the file was actually stored as an image in FileCabinet CS. During migration, these images were converted to PDF files with the original extension in the filename (Filename.xls.pdf, for example). Any embedded objects will retain their original filenames with a single file extension after migration.
note
Recurring folders appear differently in Onvio. In FileCabinet CS, recurring folders were displayed as a top-level folder with sub-folders for each year; but in Onvio, the data is organized at a single level with similar content separated by year.
Document upload errors
One or more of the errors below may appear on the
Document_Upload_Exception
 report.
fcodm-occ-2a
You may see this error in one of these situations:
  • When there are multiple contacts with the same SSN.
  • The client ID in FileCabinet CS does not match the Onvio client ID.
  • The same contact is the primary contact for another client in Onvio.
Solution:
 Remove the duplicate contacts in Onvio and use the remaining contact to link as a relationship with multiple client IDs. You can leave the Staff contact if they are not identified as the primary contact of a Client ID drawer in Onvio. Re-run the migration from FileCabinet CS into Onvio.
fcodm-occ-2b
You may see this error when multiple drawers have the same SSN.
Solution:
 In FileCabinet CS, change the entity's drawer to show the correct EIN instead of combining the two drawers. Re-run the migration from FileCabinet CS into Onvio.
NetClient CS
  • Review the
    Exclusions
     column on the NetClient CS Migrations Dashboard to see why documents or portals could not be migrated.
  • Next step: Go to the
    NetClient CS
     tab on the
    Migrations dashboard
     and select
    Client Center Registrations
     to send registration emails for Onvio Client Center.
UltraTax CS and third-party tax applications
We recommend that you verify the following items for accuracy:
  • Federal and State input data
  • Assets
  • Prior year carryovers

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Integration