Onvio
A cloud-based tax and accounting software suite that offers real-time collaboration for firms.
Executive Summary
Onvio is a comprehensive cloud-based suite of tax and accounting products designed for firms. It provides a single, secure platform for robust firm management, enabling real-time collaboration among team members and clients. Key functionalities include streamlined document request, collection, scanning, and uploading from various applications, along with secure storage. The platform also supports essential firm operations such as project management, time and billing, and client communication, helping firms automate workflows and reduce non-billable work. Users benefit from a centralized system for data storage and sharing, facilitating easy document access and management.
Use Cases
- Streamlining document request, collection, and secure storage for tax and accounting firms.
- Managing firm-wide projects, including task assignment and progress tracking.
- Handling time tracking and client billing processes efficiently.
- Facilitating real-time collaboration and secure data sharing among firm members and clients.
- Centralizing client information and communications for improved client management.
Features
Visibility
- Centralized Document Management: Easily request, collect, scan, upload, and store source documents in a single, secure location.
- Project Management: Manage projects, tasks, and workflows within the firm.
- Time and Billing: Track time and manage client billing processes.
- Client Collaboration: Facilitate real-time collaboration and secure data sharing with clients.
- Firm Management Overview: A single, secure platform designed to manage various aspects of a tax and accounting firm.
Intelligence
- AI-driven Insights: Leverages AI to consolidate tax data and provide intelligent insights for compliance.
Support
- Product Navigation Support: Comprehensive resources to help users navigate and utilize Onvio products effectively.
- Idea Incubator: Platform for users to share ideas and provide feedback for product improvement.
Technical Specifications
- Architecture
- Cloud-based
- Deployment
- SaaS
- API Available
- Yes
AI/ML Stack
- CoCounsel Tax
Integrations
- UltraTax CS
- GoSystem Tax
- Confirmation
Pricing
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
About Thomson Reuters
Thomson Reuters Corporation is a Canadian multinational content-driven technology conglomerate that integrates trusted content and technology to support decision-making for professionals and organizations. It offers specialized software and insights across legal, tax, accounting, compliance, government, and media sectors, serving a diverse customer base globally.
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