Get started with Onvio

Before your firm can begin working in Onvio, you and your firm's administrator will need to complete some initial setup tasks. Follow the links below for more information.

Initial setup

  1. Update your firm information
  2. Set up permission groups
  3. Set up multi-factor authentication for staff and/or clients
  4. Add or update staff information
  5. Add or update client information
  6. Set up project templates
  7. Enable integration between Onvio and UltraTax CS

Documents area

  1. Add folder templates
  2. Adding folders
  3. Install Onvio Link

Client Center

  1. Customize the appearance of Client Center
  2. Configure email notifications
  3. Give clients access to Client Center

Time and Billing

  1. Staff rate descriptions
  2. Set up service templates
  3. Set up activities
  4. Add bank accounts

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


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