Update firm name information
Has your firm's name changed? You can update your firm's name directly within Onvio.
Update your firm name and demographic information
You can update your firm's name as well as other demographic information, such as address, phone number, and contact details, from the same location.
To make these updates, complete the following steps:
- Sign in to Onvio, then go toSetupand selectFirm Settings.
- In theFirm detailssection, selectEdit business info.
- Update theFirm Namefield with the new name. Make any other necessary updates to your firm's demographic information.
- Save your changes.
The updated information will be reflected throughout Onvio after the changes are saved.
Internal use only
Change of firm name and/or address requests must be placed through our website by the firm's designated licensee/firm delegate
.The firm name change will prompt an automated email the next day, which is then updated by the Onvio platform team. If changes are incorrect or haven’t been made after 48 hours, email Derek Day and Anisha Nath to resolve.
We can't accept requests to change firm name or address information over the phone. This protects customers against un-authorized individuals making these changes. The only authorized contact to change the address is a Licensee or Delegate. In Flash and EMS, a contact that is a Licensee or Firm Delegate will have an "L" or an "Z" listed in their contact roles. For details about Flash and EMS contact role codes, refer to Internal: Flash & EMS contact role codes.
If nothing happens when selecting
Manage Firm
link inMy Account
, the sign in used doesn’t have licensee or delegate permissions.After submitting a request,
and if the firm is in a MOR/Office Share or International, the Customer Support department will review the request and make the changes. The turn-around time is typically 24-48 business hours. Once the changes have been made a confirmation email will be sent instructing the external customer to download an updated license.Firms that are not in a MOR, Office Share, or International will have their address automatically updated in EMS and licenses sent to CS Connect in approximately 30 minutes showing the updated change.
In the case of a firm merge, split, or acquisition the EFIN is owned by the firm and assigned by the IRS. The EFIN will generally stay with the firm name it was assigned to, and the new entity has to apply for a new EFIN with the IRS. If a firm goes 2 years without e-filing, the EFIN is turned off.
All Customer Success representatives
can check the status of a firm name change using MKT using the following steps:- Open the firm ID in MKT in the Firm Tab.
- Ensure you have access to the Firm Name History widget.
- Open MKT
- Select theFirmtab
- SelectShow Additional Applications
- SelectFirm Name Historyto add the widget
- Review if a new firm name is indicated in theNew Namefield. The upper left corner of MKT will display the current name in EMS.
- If there is a mismatch in names, Customer Service hasn’t yet changed the name.
All Customer Success Representatives
can find the same information in EMS using the following steps:- Open thefirm IDin EMS.
- Select thePrimary Phonebutton in theFirm Informationscreen.
- SelectName Historyto open the recent firm name change history. It will indicate the previous and new firm names, who requested the name change in the firm, who updated EMS, and when.
- SelectCloseto leave the screen.
Preparer block limitations
EMS reflects the address limits for a tax return. The address limits are as follows:
Item | Number of Characters |
|---|---|
Firm Name | 40 |
Address | 30 |
City | 20 |
State | 2 |
Zip | 9 |
Phone number | 12 |
note
- EMS doesn’t support combining the city, state, or zip fields into one.
- To edit an international address, select the country from the country dropdown before entering the city and zip.
- PO Boxes can't be used inPhysicalorShippingaddress fields.
