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.

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At Senter CPA, we believe that great accounting isn’t just about numbers—it’s about relationships, communication, and expertise you can rely on. One of the questions we’re often asked is: “How do you decide who works on my account?” We love this question because it shows that clients value the people behind the work. So, here’s a look at why we assign the way we do, and how that benefits you directly.

Year-End Reminders from Your Senter CPA Team

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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.

Should You Still Itemize in 2025? Understanding the New Deduction Rules

The new tax law—officially known as the One Big Beautiful Bill Act (OBBBA)—brings several important updates starting in 2025. One of the biggest changes? A significantly larger standard deduction, which could lower your tax bill.

But should you still consider itemizing your deductions? Let’s break it down.

2025 Tax Planning: Start the Year with a Smart Strategy

As 2025 approaches, it’s the ideal time to review your tax situation, address potential shortfalls, and uncover new planning opportunities.

How an IRS Account Can Be Useful

At Senter CPA, we’re always looking for ways to help you take more control over your finances—with less stress. One of the best tools available today? Your own IRS Online Account.

She Counted, She Conquered, She’s Now a CPA!

We are proud to announce that Tracy Sanda has officially passed the Uniform Certified Public Accountant (CPA) Examination—a significant milestone in her professional career.

Help Us Show Google: CPAs Aren’t Boring!

Okay, maybe that’s a little dramatic. But truthfully, we are fun to hang out with… seriously, you should try it sometime! Your Google review means everything to us. We can crunch numbers, balance books, and make tax season less terrifying than a surprise IRS letter… but when it comes to showing off online, we need your help.

2025 Wine & Whiskey Tasting

Seven reasons to attend the 2025 Rotary Club of Clarkston Annual Wine & Whiskey Tasting!

Should You Consider a Qualified Charitable Distribution (QCD) From Your IRA? Pros and Cons for 2025

If you’re age 70½ or older and have a traditional IRA, you may have heard about Qualified Charitable Distributions (QCDs) as a way to support your favorite charities while potentially reducing your tax bill. With recent changes in the law, including new options for split-interest entities and inflation adjustments to QCD limits, it’s a good time to review the benefits and drawbacks of this strategy.

Why and How We Assign Our Team to Your Account

At Senter CPA, we believe that great accounting isn’t just about numbers—it’s about relationships, communication, and expertise you can rely on. One of the questions we’re often asked is: “How do you decide who works on my account?” We love this question because it shows that clients value the people behind the work. So, here’s a look at why we assign the way we do, and how that benefits you directly.

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.

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