Introducing the Onvio Client Center

by | Jul 27, 2021 | Information Technology

New Client Portal Platform

Important news for everyone who utilizes the client portal – we are switching platforms! We will be moving away from NetClient CS to Onvio Client Center.

Similar to NetClient CS, Onvio Client Center has a secure online portal system used to easily store and exchange files and communications such as: tax questionnaires, tax returns, supporting documents, payroll and other business information, your individual tax organizer, eSignature requests, IRS notices, paying invoices, etc.

 

Why are we making the switch?

Our goal is always to provide a smooth and convenient experience for our clients. One way in which we accomplish this is by staying at the forefront of technology.

The Onvio Client portal:

  • Offers a better client service experience
  • Provides a user friendly interface with easy navigation
  • Has more available features
  • Allows you to easily share tax returns with your financial institutions
  • Has a convenient, compatible mobile app available. Click here for more information on the Mobile App.

 

When will this affect you?

Come tax time, your individual tax organizers will be uploaded to your new Onvio client portal. At this time, you will receive a registration email for your new portal. You will need to complete the portal registration and set a password to gain access to all of the features in the Onvio Client Center. This is where you will upload source documents for your tax preparation, be able to view and download your completed tax returns, eSign necessary documents, and pay any outstanding invoices.

For more information on registering for and navigating within your client portal, as well as an instructional video, click here.

Do you still need access to your NetClient portal? Don’t worry; for the time being, you can still access it here.

If you have any questions or need any further assistance, we’re just a phone call away. Feel free to reach out to us at 248-934-0550.

 

A Day in the Life of a CPA During Tax Season (Please Send Snacks)

If you’ve ever wondered what happens after you drop off your tax documents, here’s a little behind-the-scenes look at life inside a small CPA firm during tax season.

Sharing Online Banking with Your Accountant

To allow your accountant access to your bank’s online banking system, follow these general steps. This typically involves navigating to a “User Management” or “Account Access” section, where you can add a new user and set permissions—usually “view-only” for accountants.

The 7 Deadly (Tax) Sins of Small Business Owners

Running a business is hard enough — between serving customers, managing staff, and juggling invoices, your taxes can feel like an afterthought. But beware, small business owner: the IRS has seen it all, and a few “little” mistakes can cost you big.

What the New “No Tax on Tips” Rule Means for You

The treatment of tip income is changing in 2025, thanks to the new “No Tax on Tips” provision introduced under the One Big Beautiful Bill Act (OBBBA). While tips remain taxable in several respects, eligible workers may now claim a federal income tax deduction of up to $25,000 annually for “qualified tips.”

Why QuickBooks Can’t Replace Your Accountant (Even If It Thinks It Can)

Let’s face it — QuickBooks is amazing. It’s like the Swiss Army knife of bookkeeping. It tracks your income, pays your bills, and even sends friendly reminders that you forgot to reconcile your bank account… again. But while QuickBooks can do a lot, it can’t do everything — especially the things that can make or save you money. And that’s where your accountant (hi, that’s us) comes in.

Business Mileage Deductibility: What Qualifies and What Does Not

Vehicle expenses can be a valuable tax deduction, but only when mileage is properly classified and documented. For tax purposes, the deductibility of mileage depends on whether the travel is considered business, commuting, or personal. Understanding these distinctions is essential to support allowable business mileage deductions.

Welcome to the Senter, CPA Team – Shannon Currie

Shannon is pleased to join the Senter team as a Staff Accountant.

How to Document Charitable Donations for Tax Deductions

Accurate documentation is essential when claiming charitable contributions on your tax return. The IRS requires specific records depending on the type and value of your donations. Maintaining proper records ensures your contributions are deductible and helps you avoid issues if your return is ever reviewed.

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.

Contact Us

15 + 14 =

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.

A Day in the Life of a CPA During Tax Season (Please Send Snacks)

If you’ve ever wondered what happens after you drop off your tax documents, here’s a little behind-the-scenes look at life inside a small CPA firm during tax season.

Sharing Online Banking with Your Accountant

To allow your accountant access to your bank’s online banking system, follow these general steps. This typically involves navigating to a “User Management” or “Account Access” section, where you can add a new user and set permissions—usually “view-only” for accountants.

The 7 Deadly (Tax) Sins of Small Business Owners

Running a business is hard enough — between serving customers, managing staff, and juggling invoices, your taxes can feel like an afterthought. But beware, small business owner: the IRS has seen it all, and a few “little” mistakes can cost you big.

What the New “No Tax on Tips” Rule Means for You

The treatment of tip income is changing in 2025, thanks to the new “No Tax on Tips” provision introduced under the One Big Beautiful Bill Act (OBBBA). While tips remain taxable in several respects, eligible workers may now claim a federal income tax deduction of up to $25,000 annually for “qualified tips.”

Why QuickBooks Can’t Replace Your Accountant (Even If It Thinks It Can)

Let’s face it — QuickBooks is amazing. It’s like the Swiss Army knife of bookkeeping. It tracks your income, pays your bills, and even sends friendly reminders that you forgot to reconcile your bank account… again. But while QuickBooks can do a lot, it can’t do everything — especially the things that can make or save you money. And that’s where your accountant (hi, that’s us) comes in.

Business Mileage Deductibility: What Qualifies and What Does Not

Vehicle expenses can be a valuable tax deduction, but only when mileage is properly classified and documented. For tax purposes, the deductibility of mileage depends on whether the travel is considered business, commuting, or personal. Understanding these distinctions is essential to support allowable business mileage deductions.

Welcome to the Senter, CPA Team – Shannon Currie

Shannon is pleased to join the Senter team as a Staff Accountant.

How to Document Charitable Donations for Tax Deductions

Accurate documentation is essential when claiming charitable contributions on your tax return. The IRS requires specific records depending on the type and value of your donations. Maintaining proper records ensures your contributions are deductible and helps you avoid issues if your return is ever reviewed.

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.