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.

 

Ice Cream for Books! Fundraiser to Support Rotary Club of Clarkston Imagination Library

Please join us for ice cream as we raise money to support our Dolly Parton’s Imagination Library right here in Clarkston sponsored by the Rotary Club of Clarkston. Each child under 5 in a Clarkston zip code is eligible to receive a FREE book each month.

Hiring: Certified Public Accountant

We are looking for a driven, detail oriented professional with a positive attitude to join our growing team. The Office Manager plays an important role in maintaining positive company experiences. If you’d like to join our team, please send us a resume with a cover letter stating why you think you’d be a good fit.

Hiring: Office Administrator

We are looking for a driven, detail oriented professional with a positive attitude to join our growing team. The Office Manager plays an important role in maintaining positive company experiences. If you’d like to join our team, please send us a resume with a cover letter stating why you think you’d be a good fit.

How to Pay Your Invoice from the Client Portal

Did you know that you can pay your invoice right in your portal? Here are step by step instructions on exactly how to do that. After you submit your payment and the payment is processed, you will receive a receipt via email.

Filing a Tax Extension – Not as Scary as It Sounds

If you feel you need even more time to file your taxes, there’s no need to worry. Filing a tax extension is still an option, and truthfully, it’s not nearly as frightening as it may sound.

Uploading Bank and Credit Card Statements to your Client Portal

If we process bookkeeping for your business, it helps us tremendously to have instant access to your bank and credit card statements in order to reconcile your accounts for you in the mostly timely manner we possibly can.

Filing Dates for Tax Year 2021

There are several important dates taxpayers should keep in mind for this year’s filing season.

Make Your State & Federal Income Tax Payments Online!

Did you know that you have the option to make your state and federal income tax payments online? You can pay your state and federal income tax online, by phone, or with your mobile device using the IRS2Go app.

Senter, CPA’s Tax Return Process

Are you wondering how you can get your tax returns done properly and efficiently? Senter, CPA has you covered with our convenient tax return process. 

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