The Onvio Mobile App

by | Jul 27, 2021 | Information Technology

The Client Center Mobile App

The Client Center mobile app is available as a free download for Apple and Android devices. The app offers on-the-go access to your Client Center documents and tasks. To locate the Client Center mobile app in the App Store or Google Play store, search forOnvio Client Center“.

Note: You can download the Client Center mobile app to Apple devices that run iOS 11.0 or higher and to Android devices that run Android OS 5.0 or higher.

The Client Center mobile app allows you to easily manage your documents and perform tasks.

 

Manage Your Documents

  • Save documents from other apps to Client Center using the Send or Share feature of your Apple or Android device.
  • Scan and upload documents using the camera on your mobile device.
  • Securely send documents to others by using document links, rather than sending sensitive information via email attachments.
    • To send a document link, open the document and then press the Share button Share (iOS) Share (Android). Add the recipient’s email address, and then choose when the link will expire (optional) and add a password (optional). If you add a password, share it with the recipient so they can enter it after they receive the document link and click to open it. When you’re finished, press Send.

Perform Tasks 

eSignature and Approval Tasks

  • When your accountant assembles documents or actionable items and sends them to Client Center, these items appear as eSignature or Approval items on your Tasks screen To-Do list.
  • As you complete each task, it moves to the Completed list in the Client Center app, and your accountant is notified.

Tax Questionnaire Tasks

  1. First, you must update and verify household information. Once that information is marked Complete, the questionnaire becomes available on your To-Do list.
  2. Complete the items that are applicable to you (e.g., received W-2, changed jobs, was a full-time student).
  3. Once lifestyle and employment items are marked Complete, your To-Do list will populate with new tasks based on your completed questionnaire items.
  4. As you complete each task, it moves to the Completed list, and your accountant is notified.

Upload Tasks

  • Tasks are added based on your Questionnaire answers.
  • You can upload documents directly to a task.
  • General upload tasks have steps that can be removed, marked Complete, or marked Does Not Apply (with a comment). The steps can be marked Complete at any time, with or without documents attached to them.
  • As you complete each task, it moves to the Completed list, and your accountant is notified.
  • Each step allows you to take other actions and view additional information.

 

If you need any assistance navigating within your Client Center, here you’ll find an instructional guide.

If you have any questions or need further assistance, don’t hesitate to reach out to us at 248-934-0550.

 

How to make Federal & State Income Tax Payments (update January 2026)

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What are QCD’s?

Qualified Charitable Distributions (QCDs) are a tax-efficient way for eligible IRA owners to support charitable organizations while managing taxable income. Individuals who are age 70½ or older may donate up to $108,000 in 2025 directly from a traditional IRA to a qualified charity. When structured properly, a QCD is excluded from taxable income, may satisfy Required Minimum Distribution (RMD) requirements, and can help reduce overall tax liability.

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2025 Senter, CPA Year in Review

Reflecting on 2025, Senter CPA has experienced significant growth and success, both personally and professionally. As we roll into 2026, we’re heading into our ninth year as a firm. That’s wild. It honestly feels like just yesterday that we unlocked the doors on January 1, 2018.

URGENT: New Electronic Payment Requirements

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New Schedule E Excel Worksheet For 2025

If you report rental income on Schedule E, you already know the IRS wants your numbers broken out by category and by property. Schedule E is the main IRS form used to report rental real estate income and expenses on your personal return, and clean detail makes prep faster and cuts down on follow-ups.

Help Us Keep Spreading the Senter CPA Magic!

First off—thank you for being part of the Senter, CPA, P.C. family! Whether we helped untangle your taxes, guided your business through accounting complexities, or simply answered that one stubborn finance question that was bugging you, we hope we’ve made your financial life a little easier (and maybe even a little brighter!). Now, we’re turning to you—not for more numbers or forms—but for just a few kind words.

Preparing for 2025: Senter CPA Explains Key Tax Law Changes Affecting Social Security

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Contact Us

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Always remember, Senter, CPA is here for you if you need any assistance.

Don't hesitate to give us a call at 248-934-0550, or contact us below.

How to make Federal & State Income Tax Payments (update January 2026)

Paying federal and Michigan income taxes is pretty straightforward and are now required to be paid online.

2025 Individual Tax Return Process

At Senter, CPA, our goal is to make your tax preparation experience as seamless and efficient as possible.

What are QCD’s?

Qualified Charitable Distributions (QCDs) are a tax-efficient way for eligible IRA owners to support charitable organizations while managing taxable income. Individuals who are age 70½ or older may donate up to $108,000 in 2025 directly from a traditional IRA to a qualified charity. When structured properly, a QCD is excluded from taxable income, may satisfy Required Minimum Distribution (RMD) requirements, and can help reduce overall tax liability.

Common Tax Documentation for 2025 Tax Season

Getting your tax documents organized for your preparer can feel overwhelming—but you don’t have to do it alone. One of the most common questions we hear is, “What documents do I need for my individual tax return?”

2025 Senter, CPA Year in Review

Reflecting on 2025, Senter CPA has experienced significant growth and success, both personally and professionally. As we roll into 2026, we’re heading into our ninth year as a firm. That’s wild. It honestly feels like just yesterday that we unlocked the doors on January 1, 2018.

URGENT: New Electronic Payment Requirements

Tax season is getting a serious tech upgrade.

New Schedule C Excel Worksheet For 2025

If you file Schedule C as a sole proprietor or single-member LLC, you already know how detailed the IRS can be. The form requires a thorough breakdown of your business income and expenses, leaving little room for guesswork. Schedule C is the primary IRS form used to report your business’s profit or loss and completing it accurately is essential for both compliance and tax planning.

New Schedule E Excel Worksheet For 2025

If you report rental income on Schedule E, you already know the IRS wants your numbers broken out by category and by property. Schedule E is the main IRS form used to report rental real estate income and expenses on your personal return, and clean detail makes prep faster and cuts down on follow-ups.

Help Us Keep Spreading the Senter CPA Magic!

First off—thank you for being part of the Senter, CPA, P.C. family! Whether we helped untangle your taxes, guided your business through accounting complexities, or simply answered that one stubborn finance question that was bugging you, we hope we’ve made your financial life a little easier (and maybe even a little brighter!). Now, we’re turning to you—not for more numbers or forms—but for just a few kind words.

Preparing for 2025: Senter CPA Explains Key Tax Law Changes Affecting Social Security

Recent tax legislation has introduced changes that may impact how Social Security benefits are taxed—especially for seniors with lower to moderate incomes. While the core rules around taxation of Social Security remain in place, new deductions and adjustments could offer relief for many retirees.