Video library

Select the following links for video demonstrations of Onvio features.

Find answers to your questions about Onvio (2 minutes)

Onvio workflow hierarchy (4.5 minutes)

Onvio Client Center for clients (14.5 minutes)

Onboarding

Welcome to Onvio (2 minutes)

Documents and folders (2.5 minutes)

Set up clients (2 minutes)

Customizing Project Setup (3 minutes)

Customizing your firm settings for client collaboration (3 minutes)

Setting up Billing Options (3 minutes)

Setup

Add a staff member (2.5 minutes)

Create a permission group (3.5 minutes)

Add a client in Onvio (4 minutes)

Add a contact in Onvio (2.5 minutes)

Add UltraTax CS clients and contacts to Onvio (2.5 minutes)

Create a 1040 client from a contact in Onvio (3.5 minutes)

Add a 1040 client (3.5 minutes)

Import data from Fiduciary Accounting Systems into Onvio Tax (1.5 minutes)

Enter allocations for beneficiaries (1 minute)

Enter and edit beneficiary information (1.5 minutes)

Accepting online payments with Onvio (4 minutes)

Use the Periods Screen in Onvio (3.5 minutes)

Register and use your Client Center Portal (3.5 minutes)

You can provide this video to your clients.

Client Center mobile app navigation (4 minutes)

You can provide this video to your clients.

Documents

eSignature process for clients (2 minutes)

eSignature process for firm (3.5 minutes)

Send client and preparer copies of tax returns to Onvio Documents ( 2 minutes)

Request Onvio documents from within UltraTax CS ( 2.5 minutes)

Locate your files in Onvio Documents ( 2 minutes)

Store documents in Onvio from within local applications ( 2.5 minutes)

Share folders in Onvio Documents ( 2.5 minutes)

Add folder templates for sharing documents ( 2 minutes)

Trial Balance

Video library


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