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.

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.

New Summer Hours

Be sure to check out our new summer hours. These will go into effect from Memorial Day to Labor Day.

Contact Us

1 + 1 =