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.

 

Reasonable Compensation and its Importance

As a valued client of Senter CPA, it’s crucial to understand the significance of calculating and taking reasonable compensation wages, especially if you own an S Corporation. This practice not only ensures compliance with tax regulations but also plays a pivotal role in maintaining the financial health of your business.

Filing a Tax Extension

It is not uncommon to need more time to file your individual tax return. The IRS has made it possible to file your own tax extension.

Senter, CPA Guide to Review and E-Signing Your Tax Return

As tax season approaches, we understand the importance of making the process as smooth as possible for our clients. At Senter CPA, we leverage cutting-edge technology to simplify the review and e-signing of your tax return through UltraTax and the Onvio portal. Follow this step-by-step guide to ensure a seamless experience

Traditional vs. Roth IRAs

Saving for retirement can be a daunting task. Here at Senter CPA we can help you make some of those retirement decisions.

Making Your Federal & State Income Tax Payments

Paying your federal and state income taxes has never been more convenient, with online options available through various platforms

Common Tax Documentation

Getting your tax documents together to send to your tax preparer can be overwhelming, but we can help! One of the most common questions we are asked is, “What documents are needed for individual tax returns?”

Senter, CPA Individual Tax Return Process

Senter, CPA Tax Return Process for the 2023 tax season. Here is what to expect from the Senter Team.

QuickBooks 2024 Update

While this updated version does have some exclusive features to Enterprise users, the majority will be accessible to all Quickbooks subscription levels in order to help everyone improve your business’ accounting processes.

Beneficial Ownership Information Reporting, what is it?

There is a new reporting requirement beginning January 1st, 2024, and most businesses are now required to report. What is the beneficial ownership information report, or BOI?

2023 Senter, CPA Year in Review

Here at Senter CPA we had an incredible 2023. We’ve been busy assisting clients, contributing to our communities, and growing our team. We’ve added one full time TEAM member to our team who has greatly strengthened our service and capabilities. We’re looking forward to a wonderful 2024 tax season.

Contact Us

7 + 1 =