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.

 

Schedule C Deductions

The year is coming to a close, so what a better time than now to start gathering and calculating your business expenses.

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.

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