Understanding your firm's Onvio bill
Onvio bills are calculated based on the services your firm owns and the number of people that have access to it.
- There is an annual base fee for the service paid once per year. The base fee includes 1 user.
- There is a separate yearly fee for additional users that you added on your initial purchase or during your renewal.
- There is no limit of created logins or concurrent users, and it is priced per user. Specific pricing inquiries should be directed to your sales representative.
- Users that you add yourself in Onvio in between renewals are billed with a monthly fee per user until the next renewal is available. At that point, you can choose to add the users to your renewal package and switch to the annual fee.noteIf you add a method of payment and associate Web Services to the credit card, we can bill you automatically.
- Renewals are automatically processed on an annual basis. We need a credit card on file to process your renewal.
Example
The annual price for 3 users for Onvio Firm Management would be the base fee, plus the additional user fee for each additional user. Using example pricing: the annual price for a three-user Onvio Firm Management firm are calculated as [base fee] + [additional user 1] + [additional user 2] = [annual total]
Internal use only
Invoice processing and reviewing
- Onvio billing is processed manually, and the invoice will show as an Order in the payment history screen in EMS. To find an Onvio invoice, you will have to manually scroll through the history to find orders around the 12th with Onvio licenses or locate the order number (if available from the customer).
- Invoices are generated on approximately the 12th of each month the month after service is provided.
- The invoice has an indication of Yr1, Yr2, or Yr3 next to the product in the invoice detail. This is a way for us to track what year they are in for billing purposes (i.e. Yr1 = their first year of billing, Yr2 = their second year of billing, etc). This is also used internally for commission purposes.
- Due to the manual nature of Onvio billing, the invoice does not currently have user counts. To reconcile an invoice, you will have to review the price list against what the invoice reflects.
- To reconcile the billing, you will have to look at the total amount billed and divide that by the per user cost to determine how many users are on the invoice. There will be a user 1 and a user 2+ line item on all products except Client Center.
- Onvio is most often bundled with new UltraTax CS purchases. You can determine if a customer is receiving a discount from a promotion by locating their original Onvio order and reviewing the promotion codes on that order. Promotions are found on the Current Promo Sheet on the Hub.
- If you still have questions about Onvio billing after reviewing all of the information above, email the Order Team for additional help.
- If you have questions about renewing Onvio, contact the Retention Team.note
- If users need to be added to the renewal, direct the customer to their Sales Representative to get the additional users added.
- If users need to be removed from the renewal, contact the Retention Team for an updated renewal.
- Renewals cannot be refunded after they been processed. We give firm's 90 days notice before the renewal is due, and the cancellation will be valid the following period. Any exceptions must be sent to the Tax Professionals Retention Team.
OneSource Trust & Estate Administration firms
OneSource Trust & Estate Administration (OTEA) firms are firms that are billed through OneSource, and use the Onvio Tax 1041 module. Route any billing questions to the firm's Client Sales Representative. The Client Services Representative is organized by state, and contact information can be found here.
Contact information for each territory:
Name | Role | Phone number |
|---|---|---|
Margherita Angelini | Manager of retention | (888) 250-1507 |
Jaime Lee McHale | Client Sales Representative | (888) 250-1813 |
Gerald Urban | Client Sales Representative | (888) 250-5276 |
General number | N/A | (800) 331-2533 |
Territories are divided by state as follows:
State | Abbreviation | Contact |
|---|---|---|
Alabama | AL | Gerald Urban |
Alaska | AK | Gerald Urban |
Arizona | AZ | Gerald Urban |
Arkansas | AR | Gerald Urban |
California | CA | Gerald Urban |
Colorado | CO | Jaime McHale |
Connecticut | CT | Gerald Urban |
Delaware | DE | Gerald Urban |
District of Columbia | DC | Gerald Urban |
Florida | FL | Gerald Urban |
Georgia | GA | Gerald Urban |
Hawaii | HI | Jaime McHale |
Idaho | ID | Jaime McHale |
Illinois | IL | Jaime McHale |
Indiana | IN | Gerald Urban |
Iowa | IA | Jaime McHale |
Kansas | KS | Gerald Urban |
Kentucky | KY | Jaime McHale |
Louisiana | LA | Jaime McHale |
Maine | ME | Gerald Urban |
Maryland | MD | Jaime McHale |
Massachusetts | MA | Gerald Urban |
Michigan | MI | Jaime McHale |
Minnesota | MN | Jaime McHale |
Mississippi | MS | Gerald Urban |
Missouri | MO | Jaime McHale |
Montana | MT | Gerald Urban |
Nebraska | NE | Jaime McHale |
Nevada | NV | Jaime McHale |
New Hampshire | NH | Gerald Urban |
New Jersey | NJ | Gerald Urban |
New Mexico | NM | Gerald Urban |
New York | NY | Jaime McHale |
North Carolina | NC | Jaime McHale |
North Dakota | ND | Jaime McHale |
Ohio | OH | Jaime McHale |
Oklahoma | OK | Gerald Urban |
Oregon | OR | Jaime McHale |
Pennsylvania | PA | Gerald Urban |
Rhode Island | RI | Jaime McHale |
South Carolina | SC | Jaime McHale |
South Dakota | SD | Jaime McHale |
Tennessee | TN | Gerald Urban |
Texas | TX | Gerald Urban |
Utah | UT | Gerald Urban |
Vermont | VT | Jaime McHale |
Virginia | VA | Jaime McHale |
Washington | WA | Jaime McHale |
West Virginia | WV | Jaime McHale |
Wisconsin | WI | Jaime McHale |
Wyoming | WY | Gerald Urban |