Onvio Firm Management Reviews & Product Details

For its idea, this would be a great online practice manager, tax and online platform for accountants who are always out and about - you just need a good internet connection. It is set up quite well. Review collected by and hosted on G2.com.

The fact that the platform was decommissioned in Australia despite the lengthy and extensive on-boarding process to try to get our practices to use the cloud. Those who had to find alternative solutions were left to do it with a cutover date of 30 June, which was not ideal. Review collected by and hosted on G2.com.

The Onvio timekeeping function works pretty well and is the most robust that I have used. The document sidebar can be helpful from an organizational perspective, and the internal document management does what it says it will do. Review collected by and hosted on G2.com.

Onvio has frequent server errors and has previously crashed during the busy tax season. Only certain document types can be uploaded to Onvio, so some of our clients have trouble uploading their documents, especially Apple users. Onvio's client center app is the largest problem with their product. We have to field frequent phone calls from clients who cannot understand how to use the app. We have also previously looked at sending tax organizers out through the client portal, but our staff could not complete the organizer within the app due to bugs in the system. Onvio's workflow management is not robust. There are many better programs out there if that is the primary objective of using the software. Review collected by and hosted on G2.com.

It's fun to pay thousands of dollars to beta test a product which lacks even a basic sense of organization or function. Review collected by and hosted on G2.com.

This product has been in the works for over ten years, and still isn't out of the Beta stage. You can't even format the reports and invoices to suit your firm. The software is unable to print directly to a printer, requiring you to print to PDF then print said PDF. In short, the salespeople lied to us and conned us into beta testing their product at our own expense. I am very disappointed in the unfinished aspects of the software and frustrated at the lack of basic features like editing the layout/format of our firm's invoices. Review collected by and hosted on G2.com.

I like the idea that Thomson Reuters Onvio provides support to users in the form of eLearning videos Review collected by and hosted on G2.com.

It offers limited integration outside of CS Professional Suite and cannot be used as a stand-alone application Review collected by and hosted on G2.com.

I liked that Onvio is easy to use. It is user friendly. We were able to communicate with clients using Onvio, and they can securely share and upload documents and send to us Review collected by and hosted on G2.com.

There isn't anything I particularly dislike about onvio. It's a good software overall. The portal could have been more user friendly,

I prefer TaxDome client portal over Onvio Review collected by and hosted on G2.com.

Excellent integration with CS Professional Suite applications

Mobile app available for both iOS and Android devices

Tracks the status of requested documents Review collected by and hosted on G2.com.

Cannot be used as a stand-alone application

Offers limited integration outside of CS Professional Suite Review collected by and hosted on G2.com.

I like how references are made to actual accounting standards and best practices. I use the Easy References section the most.

Competitors will have software updates and other delays for changes to standards. Thomson Reuters gets it first. Review collected by and hosted on G2.com.

I'm not a fan of the user interface as it prevents changes to the outlook of the software. Review collected by and hosted on G2.com.

providing mobility and flexibilty, Delivering meaningful results to client Review collected by and hosted on G2.com.

Nothing to dislike as such as this is the best one till date Review collected by and hosted on G2.com.

It's user friendly User interface and dashboards Review collected by and hosted on G2.com.

Too many options to choose from and no proper guide available Review collected by and hosted on G2.com.