Request Onvio documents from within UltraTax CS
From UltraTax CS, you can ask your clients to upload files and documents to Onvio Documents for your reference.
Before you begin
Make sure your client has a correct email address entered in the Contact screen in the General folder of their UltraTax CS file.
Send the request
- In UltraTax CS, go toUtilitiesand selectOnvio Integration.
- Select your client or clients thenSelect.
- SelectRequest documents from client.
- Add a message and due date.
- SelectContinue. Your client will receive an email with a link to a secure site, where they can upload the requested documents. After the document is uploaded, you'll receive an email and an Onvio notification.
If you need to check the status of a request within Onvio, go to
Documents
and select Requests
. There you'll see all pending and completed requests.See the uploaded document
- After the document is uploaded, in Onvio go toDocuments, then selectClient Documents.
- Find and select the client's name.
- Select theTax Returnfolder, thenClient Documents. You'll see the file uploaded by the client.
