Onvio Flashcards
ONVIO FIRM MANAGEMENT (Essentials or Advanced)
Provides firms with the tools they need to run their business and
collaborate with customers in a secure, cloud-based environment. These tools will
support them in tracking services, work in process, invoices and receivables, as well
as storing and delivering the documentation required to complete the services they
provide to their clients. If a firm licenses Advanced, they will get additional project
management functionality.
TOP 3 SELLING POINTS Onvio
• Efficiency: Integration with UltraTax CS streamlines workflow; anywhere, anytime
access with advanced search technology puts the information you need at your
fingertips
• Ease of Use: Clients and staff collaborate on one platform that’s easy to learn, use
and deploy; a familiar folder structure and intuitive design makes working in Onvio a
breeze
• Collaboration: Easily send and receive documents through Onvio Client Center;
enhanced collaboration capabilities allow staff to request documents, track
responses, send secure file links, and track and bill for expenses in one centralized
location.
TOP COMPETITORS Onvio
CCH Axcess Documents and Portal, Sharefile, JetPack Workflow,
CCH Axcess Practice Workspace, Canopy, Karbon
