Navigating the Onvio Client Portal

by | Jul 27, 2021 | Information Technology

Quick Start Guide to Your Onvio Portal

Here is a step-by-step instructional guide on how to register for your new portal, navigate within it, and how to upload documents: Quick Start Guide

For all of the visual learners, below is an instructional video to get you started.

If you’re looking for more information on the Onvio Client Center and why we’ve decided to make the switch, we would encourage you to read our post Introducing the Onvio Client Center.

If you need any further assistance, we are only a phone call away: 248-934-0550.

Year-End Reminders from Your Senter CPA Team

At Senter CPA, we see firsthand how quickly the end of the year sneaks up on all of us. To make sure you’re all set up for success, here are the most important things to keep on your radar between now and December.

How to Pay Your Invoice on TaxDome

Paying your invoice has never been easier thanks to our secure client portal, TaxDome.

How TaxDome Keeps Your Files Safe

We know it can feel a little nerve-wracking uploading sensitive documents online especially when it comes to taxes. TaxDome’s secure portal is made to make your life easier and safer.

Mastering the TaxDome Client Portal

Now that you’re all set up with your TaxDome portal (woohoo!), let’s talk about what happens next.

We’re Hiring: Rockstar Bookkeeper – Client Accounting Services

At Senter CPA, we don’t just keep the books—we keep small businesses moving. We’re a tight-knit team that’s proudly powered by coffee, cloud tech, and a whole lot of care for the clients we serve.

We’ve been supporting entrepreneurs, family-run businesses, and community builders for years. But we don’t live in spreadsheets from 1997. We’re the kind of firm that automates what can be automated, embraces fresh tools, and dares to rethink what accounting support should feel like.

The One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act (OBBBA), passed in 2025, is a major new law that changes a lot about taxes, health care, and more. Here’s a simple breakdown of what it means for individuals, families, and businesses.

Senter CPA 2025 Pricing Update

Growing With You—While Maintaining Excellence and Security

Welcome to the Senter, CPA Team – Marisa Kruszewski

Marisa Kruszewski is joining the Senter, CPA team as an Administrative Assistant.

Getting Started with TaxDome: Your Senter CPA Client Portal

We recently shared the exciting news that Senter CPA, P.C. is transitioning from Onvio to TaxDome, our new all-in-one client portal. This change is designed to simplify how you work with us—and now it’s time to show you how it all works.

Protect Yourself from Financial Fraud

To safeguard yourself from personal financial fraud, stay vigilant about securing your personal information, regularly monitor your financial accounts, exercise caution during online transactions, and never share sensitive details with unfamiliar sources.

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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.

Year-End Reminders from Your Senter CPA Team

At Senter CPA, we see firsthand how quickly the end of the year sneaks up on all of us. To make sure you’re all set up for success, here are the most important things to keep on your radar between now and December.

How to Pay Your Invoice on TaxDome

Paying your invoice has never been easier thanks to our secure client portal, TaxDome.

How TaxDome Keeps Your Files Safe

We know it can feel a little nerve-wracking uploading sensitive documents online especially when it comes to taxes. TaxDome’s secure portal is made to make your life easier and safer.

Mastering the TaxDome Client Portal

Now that you’re all set up with your TaxDome portal (woohoo!), let’s talk about what happens next.

We’re Hiring: Rockstar Bookkeeper – Client Accounting Services

At Senter CPA, we don’t just keep the books—we keep small businesses moving. We’re a tight-knit team that’s proudly powered by coffee, cloud tech, and a whole lot of care for the clients we serve.

We’ve been supporting entrepreneurs, family-run businesses, and community builders for years. But we don’t live in spreadsheets from 1997. We’re the kind of firm that automates what can be automated, embraces fresh tools, and dares to rethink what accounting support should feel like.

The One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act (OBBBA), passed in 2025, is a major new law that changes a lot about taxes, health care, and more. Here’s a simple breakdown of what it means for individuals, families, and businesses.

Senter CPA 2025 Pricing Update

Growing With You—While Maintaining Excellence and Security

Welcome to the Senter, CPA Team – Marisa Kruszewski

Marisa Kruszewski is joining the Senter, CPA team as an Administrative Assistant.

Getting Started with TaxDome: Your Senter CPA Client Portal

We recently shared the exciting news that Senter CPA, P.C. is transitioning from Onvio to TaxDome, our new all-in-one client portal. This change is designed to simplify how you work with us—and now it’s time to show you how it all works.

Protect Yourself from Financial Fraud

To safeguard yourself from personal financial fraud, stay vigilant about securing your personal information, regularly monitor your financial accounts, exercise caution during online transactions, and never share sensitive details with unfamiliar sources.