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.

 

Ice Cream for Books! Fundraiser to Support Rotary Club of Clarkston Imagination Library

Please join us for ice cream as we raise money to support our Dolly Parton’s Imagination Library right here in Clarkston sponsored by the Rotary Club of Clarkston. Each child under 5 in a Clarkston zip code is eligible to receive a FREE book each month.

Hiring: Certified Public Accountant

We are looking for a driven, detail oriented professional with a positive attitude to join our growing team. The Office Manager plays an important role in maintaining positive company experiences. If you’d like to join our team, please send us a resume with a cover letter stating why you think you’d be a good fit.

Hiring: Office Administrator

We are looking for a driven, detail oriented professional with a positive attitude to join our growing team. The Office Manager plays an important role in maintaining positive company experiences. If you’d like to join our team, please send us a resume with a cover letter stating why you think you’d be a good fit.

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Did you know that you can pay your invoice right in your portal? Here are step by step instructions on exactly how to do that. After you submit your payment and the payment is processed, you will receive a receipt via email.

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

Uploading Bank and Credit Card Statements to your Client Portal

If we process bookkeeping for your business, it helps us tremendously to have instant access to your bank and credit card statements in order to reconcile your accounts for you in the mostly timely manner we possibly can.

Filing Dates for Tax Year 2021

There are several important dates taxpayers should keep in mind for this year’s filing season.

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.

Senter, CPA’s Tax Return Process

Are you wondering how you can get your tax returns done properly and efficiently? Senter, CPA has you covered with our convenient tax return process. 

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