What is Onvio?

Thomson Reuters Onvio marks a significant advancement in online accounting software, offering unparalleled flexibility and improved client service. By merging crucial aspects of daily operations into one digital platform, Onvio allows your team to work together seamlessly and respond quickly to the changing needs of the industry. The integration with UltraTax CS provides a vast array of tools that empower you to serve your clients more effectively. Furthermore, its ability to function on any device ensures that your team and clients can engage and collaborate at their convenience, regardless of location. Onvio places a strong emphasis on security, delivering enterprise-grade protections that establish you as a trusted guardian for your clients' information. This cutting-edge online software also features document management, time and billing, online client collaboration, and project management, positioning it as a well-rounded solution for accountants navigating today’s fast-paced environment. Consequently, firms can boost their operational productivity while enhancing the quality of service they provide to their clients. As the landscape of accounting continues to evolve, tools like Onvio will be essential in staying ahead of the competition.

Integrations

Screenshots and Video

Onvio Screenshot 1

Company Facts

Company Name:
Thomson Reuters
Date Founded:
2008
Company Location:
Canada
Company Website:
tax.thomsonreuters.com/us/en/onvio

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Onvio Categories and Features

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Accounting Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Onvio Customer Reviews

Write a Review
  • Reviewer Name: Latifa Q.
    Position: Accountant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Very bad software

    Date: Nov 23 2023
    Summary

    I have had a terrible experience with this software. I've been facing technical issues for the past 20 days and the technical support team seemed to have no idea how to fix them. It's frustrating to think that I have paid for a product that doesn't work as expected and the support team doesn't seem to have a solution for it. When I approached them for assistance, they appeared to be clueless and unsure of what to do.

    Furthermore, the Time and Billing features are a nightmare to work with. They asked me to pay $750 to learn how to use Onvio, which I find ridiculous. If I do not choose to pay, I am left to learn it myself. However, their technical support team is not very knowledgeable about the software and it only led to me wasting my time trying to figure it out myself.

    It's clear that this software has a major flaw and needs to be improved.

    Positive

    Clients can upload documents, but if I didn't create the file and organize it from my side, all documents would be mixed together. I have to create multiple files for each client and name it.

    Negative

    Not user friendly.
    A lot of technical issues.
    Time and billing is hard to deal with.
    The signature function is not working most of the time.

    Read More...
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