Setup

Enable integration between Onvio and UltraTax CS

Onvio Customer Agreement

Thomson Reuters privacy statement

Using the Home Dashboard

Activities

Activity categories

Add a client

Add a contact

Add a relationship

Add a service for a client

Add activities

Add an office

Add bank accounts

Add comments to annotations

Add comments to clients, contacts, staff, or project templates

Add staff rate descriptions

Add staff rates

Add staff to permission groups

Add tax rates

Add UltraTax CS clients and contacts to Onvio

Assign a contact to a client

Assign preparers, representatives, reviewers, and staff to a tax return

Assign staff groupings, tax roles, and clients

Tips for permission groups

Check registration for client center

Confidential contacts

Create and use standard text templates

Create custom fields

Customize the appearance of Onvio and client center

Daily digest notification

Default document delivery method

Delete a client

Delete a contact

Delete a relationship

Delete activities

Delete staff members

Delete staff rate descriptions

The difference between a client, a contact, and a project

Disconnect your stripe account

Edit a client

Edit a contact

Edit a relationship

Edit activities

Edit permission groups

Edit staff members

Edit staff rates

Embed Onvio and Client Center sign in fields on your firm's website

Give clients and contacts access to Client Center

Turn on the approval and posting process

Error: Something's not right

Filter data and filter documents

Give staff access to Onvio

How permission groups interact

Import clients

Merge a contact into a client

Onvio email spam filter

Onvio login security overview

Onvio login timeout examples

Periods overview

Relationships

Set up a Stripe account to accept online payments

Set up data sharing

Set up permission groups

Set up service categories

Set up service templates

Set up staff

Set up staff departments

Set up staff levels

Staff assignments

Terms and conditions

Turn off notifications

Update your firm information

Upload your firm logo

View Onvio Client Center from a client's perspective