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Start here to learn about the Onvio migration process and what steps you'll need to take before you begin your migration.

Need to jump ahead? If you're ready, you can migrate to Onvio and review migrated data.

Before you start

• Make sure you have access to the product(s) you're migrating from. We offer migration from FileCabinet CS and NetClient CS.
• Make sure you're assigned to a permission group that has Migrations enabled.

Preparation steps

1. If you'll be migrating multiple products, decide which product to start with and the order you want to migrate all your products in. Migrations happen one product at a time, so you need to choose a starting point and an order.

   Pick the product with the most accurate and up-to-date client information to go first. This makes the migration process easier in case there are data conflicts between your products' client information.

   If you're using UltraTax CS, we strongly recommend that you populate clients and contacts from UltraTax CS to Onvio prior to migrating data from FileCabinet CS and/or NetClient CS.

2. For each product you'll be migrating, get your data ready.

   FileCabinet CS

   • How many years of data will you migrate? You may want to migrate only data from recent years into Onvio. If you like, you can export older data and store it outside of FileCabinet CS moving forward.
   • Combine duplicate drawers into one. If there are drawers with matching EINs or SSNs, only the first drawer in the list will be migrated to Onvio. The rest will be listed in the Document_Upload_Exception_Report, which you'll get at the end of the migration. To combine duplicate drawers, move all the documents into a single drawer and delete the others.
   • Restore archived documents you want to migrate.
   • Remove passwords from drawers you want to migrate.
3. Optional: Review client data to make sure it's correct. Doing this before migrating can help reduce the number of data conflicts you run into.

   FileCabinet CS

   Review drawer IDs, names, and TINs. We recommend printing and reviewing the Drawer List report.

   NetClient CS

   Review names and email addresses. We recommend printing and reviewing the User Accounts report.

Next steps

Start your migration to Onvio.

Migrate to Onvio

Review migrated data in Onvio