The Client Center Mobile App

The Client Center mobile app is available as a free download for Apple and Android devices. The app offers on-the-go access to your Client Center documents and tasks. To locate the Client Center mobile app in the App Store or Google Play store, search forOnvio Client Center“.

Note: You can download the Client Center mobile app to Apple devices that run iOS 11.0 or higher and to Android devices that run Android OS 5.0 or higher.

The Client Center mobile app allows you to easily manage your documents and perform tasks.


Manage Your Documents

  • Save documents from other apps to Client Center using the Send or Share feature of your Apple or Android device.
  • Scan and upload documents using the camera on your mobile device.
  • Securely send documents to others by using document links, rather than sending sensitive information via email attachments.
    • To send a document link, open the document and then press the Share button Share (iOS) Share (Android). Add the recipient’s email address, and then choose when the link will expire (optional) and add a password (optional). If you add a password, share it with the recipient so they can enter it after they receive the document link and click to open it. When you’re finished, press Send.

Perform Tasks 

eSignature and Approval Tasks

  • When your accountant assembles documents or actionable items and sends them to Client Center, these items appear as eSignature or Approval items on your Tasks screen To-Do list.
  • As you complete each task, it moves to the Completed list in the Client Center app, and your accountant is notified.

Tax Questionnaire Tasks

  1. First, you must update and verify household information. Once that information is marked Complete, the questionnaire becomes available on your To-Do list.
  2. Complete the items that are applicable to you (e.g., received W-2, changed jobs, was a full-time student).
  3. Once lifestyle and employment items are marked Complete, your To-Do list will populate with new tasks based on your completed questionnaire items.
  4. As you complete each task, it moves to the Completed list, and your accountant is notified.

Upload Tasks

  • Tasks are added based on your Questionnaire answers.
  • You can upload documents directly to a task.
  • General upload tasks have steps that can be removed, marked Complete, or marked Does Not Apply (with a comment). The steps can be marked Complete at any time, with or without documents attached to them.
  • As you complete each task, it moves to the Completed list, and your accountant is notified.
  • Each step allows you to take other actions and view additional information.


If you need any assistance navigating within your Client Center, here you’ll find an instructional guide.

If you have any questions or need further assistance, don’t hesitate to reach out to us at 248-934-0550.


Filing an Extenstion

As many are well aware, the federal income tax filing due date for individuals, for the 2022 tax year, is approaching fast. Due date is Tuesday, April 18, 2023.

If you feel you need more time, there’s no need to worry. Filing a tax extension is an option, and truthfully, it’s not nearly as frightening as it may sound.

2023 QuickBooks Online Improvements

Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible. We’re proud to share their 2023 updates with our clients.

Make Your State & Federal Income Tax Payments Online!

Did you know that you have the option to make your state and federal income tax payments online? You can pay your state and federal income tax online, by phone, or with your mobile device using the IRS2Go app.

How to Register your Client Portal

Have you have received an email from Senter, CPA, P.C. with the subject “Senter, CPA, P.C. – Register Your Client Center Account”?

Below is a step-by-step guide on how to register your Client Center Account, or Client Portal.

2023 Price Increases

Thank you for choosing and trusting Senter, CPA, P.C. for all your tax and accounting needs. I am writing to let you know that there are some price increases going into effect for 2022 tax season.

2022 Senter, CPA Year in Review

Here at Senter CPA we had an incredible 2022. We’ve been busy assisting clients, contributing to our communities, and growing our team. We’ve added two full time TEAM members to our team who have greatly strengthened our service and capabilities. We’ve also added an annual tax season TEAM member who is an Enrolled Agent so you (and we) should notice an improvement to our turnaround time come the 2023 tax season. Wow! That will make us a TEAM of 6.

Welcome to the Senter, CPA Team – Rana Boykin

Rana Boykin is joining the Senter, CPA team as Seasonal Tax Accountant.

1099 Facts

With the end of the year rapidly approaching it may be time to think about issuing 1099’s.

Fact or Fiction for the Employee Retention Credit (ERC)

There are many people who may have question regarding the Employee Retention Credit (ERC) that became available for businesses during the Covid-19 pandemic.

Happy Thanksgiving

Happy Thanksgiving to all Senter, CPA, P.C. clients, team, friends, and community.

Since today is Thanksgiving, I wanted to share a few things that, myself and the rest of the Senter CPA team, are thankful for:

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