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 a Tax Extension

It is not uncommon to need more time to file your individual tax return. The IRS has made it possible to file your own tax extension.

Senter, CPA Guide to Review and E-Signing Your Tax Return

As tax season approaches, we understand the importance of making the process as smooth as possible for our clients. At Senter CPA, we leverage cutting-edge technology to simplify the review and e-signing of your tax return through UltraTax and the Onvio portal. Follow this step-by-step guide to ensure a seamless experience

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2023 Senter, CPA Year in Review

Here at Senter CPA we had an incredible 2023. We’ve been busy assisting clients, contributing to our communities, and growing our team. We’ve added one full time TEAM member to our team who has greatly strengthened our service and capabilities. We’re looking forward to a wonderful 2024 tax season.

Signing your Individual (1040) Engagement Letter

The team at Senter, CPA, P.C. is ready to kick of the new tax season. Any of last year’s clients will receive an email with the subject “Tax Year 2023 Organizer Documents to Sign”.

If it is your intention to have Senter, CPA provide tax preparation services for the 2023 tax season, you must sign your Engagement Letter.

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