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Setup

Relationships

You can add contacts as relationships to clients, such as spouses, legal representatives, and tax matters contacts. Certain relationships serve a specific purpose when selected and other relationships can only be used 1 time per contact. There are 5 denoted in the list of relationships that can only be used 1 time per client (
Civil Partner
,
Common Law Partner
,
Preferred Contact
,
Spouse
 and
Tax Matters Contact
).
Business clients don't have access to Onvio Center. You need to add a relationship with the contact who should have access to the client in Onvio Center.

What does "of" mean

If you are editing a Client (ABC Company) and are trying to add a “Preferred Contact” you need to select the “Preferred Contact” relationship.
If you are editing Contact (Jane Doe) and are trying to add them as the “Preferred Contact” to Client (ABC Company) you need to select the “Preferred Contact Of” relationship.

Relationships

The list of relationships available to select depends on the
Entity type
 selected for the contact.
Additional Contact
Additional Contact of
Administrator
Administrator of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Trust
    • Estate
Associated Corporation
Associated Corporation of
Beneficiary
Beneficiary of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Trust
    • Estate
Benefit Participant
Benefit Participant of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Partnership
    • C Corporation
    • S Corporation
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
Billing Contact
  • When an invoice or statement is sent via email, the email goes to the Billing Contact. If a billing contact is not set up, it will send to the primary contact.
  • The Billing Contact's address is listed on the invoice and statements.
Billing Contact of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship
Child
Civil Partner
  • This relationship can only be used 1 time per contact.
Common Law Partner
  • This relationship can only be used 1 time per contact.
Contributor to
  • This relationship grants access to clients with the following entity types in Client Center.
    • Exempt Organization
    • Private Foundation
Contributor of
Custodian
Custodian of
Designated Member
Designated Member of
Director
Director of
  • This relationship grants access to clients with the following entity types in Client Center.
    • C Corporation
    • S Corporation
Donee of Gift
  • This relationship grants access to clients with the following entity types in Client Center.
    • Trust
Donor of Gift
Executor
Executor of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Trust
Financial Advisor
Financial Advisor of
General Partner
General Partner of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Limited Partnership
Legal representative
Legal representative of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship
Limited Partner
Limited Partner of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Limited Partnership
Liquidator
Liquidator of
Member (LLC)
  • This relationship grants access to clients with the following entity types in Client Center.
    • Limited Liability Company
Member (LLP)
  • This relationship grants access to clients with the following entity types in Client Center.
    • Limited Liability Partnership
Member of
Officer
Officer of
  • This relationship grants access to clients with the following entity types in Client Center.
    • C Corporation
    • S Corporation
    • Exempt Organization
    • Private Foundation
    • Other
Owner
Owner of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Sole Proprietorship
Parent
Partner
Partner of
Preferred Contact
  • This relationship can only be used 1 time per contact.
Preferred Contact of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship
Primary Contact
  • If a client doesn't have a billing contact, then invoices and statements are sent to the primary contact when sent via email.
  • The Primary Contact's address is listed on the invoice and statements.
note
The primary contact can't be set as a relationship. This information is entered on the general tab when you edit a contact.
Related Corporation
Settlor
Settlor of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Trust
    • Estate
Shareholder
Shareholder of
  • This relationship grants access to clients with the following entity types in Client Center.
    • C Corporation
    • S Corporation
Signing officer
Signing officer of
Spouse
  • This relationship can only be used 1 time per contact.
Tax Matters Contact
  • The Tax Return folder is shared when a return or organizer is sent.
  • Client Center access is granted automatically when the organizer is sent.
  • This relationship can only be used 1 time per contact.
Tax Matters Contact of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship
Trustee
Trustee of
  • This relationship grants access to clients with the following entity types in Client Center.
    • Trust

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff