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Set up Onvio

• Get started with Onvio, including updating your UltraTax CS license to enable integration with Onvio

• Update your firm information

• Set up permission groups to control staff access to Onvio

• Enter staff information and give staff access to Onvio Center

• Enter client information and give clients access to Onvio Client Center

• Configure notifications

• Customize the appearance of Onvio Client Center

Manage your Onvio account

• Thomson Reuters account overview

• Two-factor authentication overview

• Two-factor authentication setup

• Change your preferences

• Change your email address

• Change your password

• Account locked

• Update your name

• Switch between Onvio Center and Onvio Client Center

• Linked accounts

Offices, staff, clients and contacts

• Add offices

• Add departments

• Add staff levels

• Add staff information

• Add staff to permission groups

• Give staff access to Onvio Center

• View staff availability on the Home dashboard

• Add clients

• Give clients and contacts access to Onvio Client Center

• Add contacts

Projects

• Set up project templates

• Import project templates

• Set up tracking descriptions

• Add a project for a client

• View active projects on the Home dashboard

Documents

• Onvio Documents overview

• Add documents in Onvio Documents

• Print to Onvio from locally installed applications

• Scan documents into Onvio Documents

• Request files to be uploaded

• Organize items in Onvio Documents

• Download documents

• Access your documents using the Onvio Documents mobile app

• Share folders

• Add folder templates

• Send file links via email

• Edit fillable PDF document in Onvio Client Center

Time and Billing

Time and expenses

• Set up staff rates

• Set up service templates

• Set up activities

• Enter time

• Enter expenses

  Review time and expense entries

Billing

• Bill your clients

• Detail billing

• Review an invoice

  Create a billing statement

Receipts and adjustments

• Add bank accounts

• Enter receipts

• Enter adjustments

• Review receipt and adjustment entries

Reports

• Firm management reports

• Onvio usage reports

Trial Balance

• Get Started with Trial Balance

• Trial balance overview

• Binder Overview

• Video library for Onvio Trial Balance

• Adjusting journal entries overview

• Set up grouping schedules

• Reports for Onvio Trial Balance

Guided Assurance

• Guided Assurance Project setup overview

• Edit a Guided Assurance project

• Add Guided Assurance documents in the binder

• Run Guided Assurance diagnostics

Troubleshoot

• System requirements

• Supported internet browsers

• Delete temporary internet files or cached files

• Test your internet connection

• Log in to Onvio when your mobile device is not accessible

• Generate a temporary login code

• Log in to Onvio without mobile connectivity

• Contact our Support team

Current Onvio information and alerts