November 5, 2015

New Thomson Reuters Onvio Cloud Platform Improves Accounting Professionals’ Productivity, Enhances Firmwide Collaboration, and Elevates Client Service

DEXTER, Mich. – Thomson Reuters has launched Onvio, a cloud-based solution that combines powerful tax and accounting applications into one platform, making practitioners more efficient and helping them surpass client expectations.

“For accounting firms, client expectations are escalating and increasingly focused on technology. Clients of all types expect better, faster access to information than ever before,” said Shayna Chapman, CPA.CITP, owner of Shaynaco LLC, a full-service tax and accounting firm in Ohio, and an Onvio product partner.

“Onvio helps us meet these expectations because it’s an integrated product suite that breaks down the communication barrier between clients and accountants. It makes my firm and our clients more efficient by providing real-time access to information,” Chapman said. “Onvio will allow my firm to grow beyond my local geography and easily enter into new regional markets.”

Thomson Reuters Onvio is a suite of integrated tax and accounting applications delivered across a single platform, providing accounting firm staff and clients with anytime, anywhere access via any device. Designed to take advantage of a centralized firm database, Onvio enables users to seamlessly process information across applications, confident that all client information is accurate and up to date. Featuring a consistent interface that’s easy to learn and use, Onvio supports a universal workflow that’s embedded into all of its applications, providing for unprecedented efficiency and productivity.

“In today’s world, the cloud is essential,” said M. Darren Root, CPA.CITP, cofounder and CEO of Rootworks, a membership organization that provides strategic guidance and coaching to accounting firms, and an Onvio product partner. “Onvio Documents is distinguished by its modern look and feel, overall user-friendliness, and clean design that I’m looking for in a next-generation solution that I can access anywhere across my devices.”

Thomson Reuters has provided tax and accounting practitioners with online applications for more than 15 years and its network of data centers is among the most advanced and secure in the world. Onvio represents our newest and most innovative cloud-based offering.

The Onvio product suite currently includes:

  • Onvio Documents and Mobile App: Enables accounting firms and their staff to work closely with clients to collect source documents, share finalized files, provide direct file links to documents, facilitate document and file requests, and much more. The mobile app provides an easy to use, intuitive interface to allow for document review and upload, with powerful document editing and search tools.
  • Onvio Client Center and Mobile App: A secure online portal and accompanying mobile app that serves as a home base for tax and accounting firms’ clients. Client Center enables firms and their clients to easily exchange documents and collaborate on workflow in order to make the document gathering and collection process more convenient and efficient.
  • Onvio Time and Billing: Simple, flexible tracking methods allow firms to track time and expenses, create invoices for billing, and provide accounts receivable tracking.
  • Onvio Workpapers: A collaborative workpaper management and trial balance tool that’s seamlessly integrated with Onvio Documents for managing all aspects of client engagements from start to finish.

Additional products will be added to the Onvio suite over the next few years.

“As our customers’ trusted partner, we want to create technology solutions that help them run more successful businesses – by increasing their efficiency and productivity through the best workflow design possible and helping them deliver a more seamless customer experience to their clients,” said Jon Baron, managing director of the Professional segment with the Tax & Accounting business of Thomson Reuters. “The feedback we’ve received about Onvio has been gratifying.”

To learn more about Onvio, visit

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