Onvio Description

Thomson Reuters Onvio represents the next phase in the development of online accounting software, delivering unmatched flexibility and enhanced client service. By consolidating essential elements of everyday operations into a single digital platform, Onvio enables your team to collaborate efficiently, adapting swiftly to the demands of an evolving industry. With the integration of UltraTax CS, you gain access to an extensive suite of tools designed to assist your clients effectively. Additionally, its compatibility with any device ensures that both your staff and clients can communicate and collaborate whenever and wherever they prefer. Most importantly, Onvio prioritizes security, providing enterprise-level protections that position you as the foremost safeguard for your clientele. This innovative online software also incorporates features such as document management, time and billing, online client collaboration, and project management, making it a comprehensive solution for accountants in today's dynamic environment. As a result, firms can enhance their operational efficiency while delivering superior service to their clients.

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Integrations

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Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Thomson Reuters
Year Founded:
2008
Headquarters:
Canada
Website:
tax.thomsonreuters.com/us/en/onvio

Media

Onvio Screenshot 1
Onvio Screenshot 1 Onvio Screenshot 2
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

Onvio Features and Options

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

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

Onvio User Reviews

Write a Review
  • Name: Latifa Q.
    Job Title: Accountant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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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