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.


Schedule C Deductions

The year is coming to a close, so what a better time than now to start gathering and calculating your business expenses.

Imagination Library Needs YOU

As an affiliate of Dolly Parton’s Imagination Library, the Rotary Club of Clarkston is committed to creating a community that works for all children and all families, especially those most in need. Literacy is the foundation of a child’s education and helping kids thrive is our priority.

With generous funding support from our friends in the Clarkston community and Rotary network, we have partnered with Dolly Parton’s Imagination Library Program to mail a new book to each enrolled child under 5 every month at no cost to his or her family.

529 College Savings

529 plans can be a great tool to use when saving for college expenses, but there is a new aspect to these that is starting in 2024.

Michigan Individual Income Tax Updates

As tax laws and regulations are constantly changing, we try our best to keep you abreast of those changes. Here we wanted to update you on a few changes from the Michigan Department of Treasury.

Hiring: Certified Public Accountant (Tax) (Hired 9/25/23)

The Certified Public Accountant (CPA) is responsible for the firm’s overall tax and accounting activities including reviewing and signing tax returns (individual and corporate).

Change Client Portal Email

Do you need to change your email for your client portal? Watch the video to learn step by step instructions.

Hiring: Senior Tax Accountant (Seasonal) (Hired 9/25/23)

We have an exciting tax season opportunity for a self-motivated Senior Tax Accountant to join our growing team. (possibility of full-time after tax season). In this role, you will be the point person in contact with clients to perform the firm’s overall corporate tax and accounting activities with final authority on assignments, acting on behalf of the firm, provisioning exceptional client service.

Extension Deadline and More

April 18th is now behind us. Here is a look ahead at upcoming deadlines that you, as a tax payer, need to be aware of.

Registering Your Onvio Portal

If you are a new Senter, CPA client and want to learn to register for a secure client portal, please follow the instructions of the video.

QuickBooks Online Bank Feed Category History

Inside the Bank Feeds in Quickbooks Online, there is a new Categorization History feature where you can see your most used and last used coded accounts.

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