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Onvio

Step by Step Instructions for
Onvio Registration & Reset

How to Register Your Onvio Account

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1. You will receive a registration email for Onvio, see
    the example to the left. If you did not receive a
    registration email, please contact
    tax@ceterus.com.  Registration for Onvio will
    require a computer and mobile device. Make sure
    to click the REGISTER NOW button from a
    computer.

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2. Fill in necessary fields & create a password for
    the portal.

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3. When completed successfully, you will see this
    prompt. Once DONE is clicked, Onvio will prompt
    you to set up multi-factor authentication.

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How to Set Up Multi-Factor Authentication

Multi-factor authentication provides an additional layer of security that helps protect your confidential data and documents. When setting up multi-factor authentication, you will see these prompts:

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1. To begin setting up multi-factor authentication, click
    SET UP NOW.

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2. This prompt gives an overview of the setup
    process, from here click GET STARTED.

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3. You will need to download the Thomson Reuters
    Authenticator app to your mobile device, or one of
    the other recommended options. To see the other
    recommended options, use the arrows on the left
    and right as seen in the picture to the left. Once you
    have chosen an authenticator app, click CHOOSE.

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4. This prompt has the ability to help download the
    app, if trouble arises. If you have downloaded the
    app successfully, click NEXT.

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5. Once you have the app and have proceeded, this
    QR code will appear on your computer screen. Go
    to your authenticator app on your mobile device,
    open the camera function and scan this code.

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6. After you use the camera function to scan the QR
    code, this prompt will appear. This prompt indicates
    successful pairing between your mobile device and
    your Onvio account. Click FINISH to complete the
    process.

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7. Onvio will provide you with ten unique access
    codes you can use to access your account, if your
    mobile device is unavailable. You have the option to
    copy or print these codes so they are easily
    accessible to you.

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How to Log in to Onvio

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1. Enter your email and password associated with
    your Onvio account. If you have not set up your
    Onvio account previously, see section titled
    How to Register Your Onvio Account.

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2. Once you have entered your email and password,
    you will see this prompt on your computer screen.
    This prompt asks you to check your mobile device.
    Sometimes a notification will appear on your phone,
    if not, proceed to your downloaded authenticator
    app.

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3. When you open your authenticator app, you will see
    the request for approval—example shown on the
    left. Choose the green check mark to access your
    Onvio account.

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4. Once you have clicked the green check mark, this
    image will appear.  Now focus back to your internet
    browser on your computer and you will be logged
    into your Onvio account.

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5. When logging in for the first time, this window will
    appear (the first time you log into your account).

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How to Complete Tasks in Onvio

Once inside the customer portal, you will see a drop-down list with your name. The drop-down list will include your tax return entities (business and personal). Here you can choose which entity to view. Once you select your desired business or personal account, you can choose HOME or DOCUMENTS.

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HOME will show tasks that need to be completed by you, the client. It is also routine to receive tasks via email or Zendesk, which are more commonly used forms of communication from the Ceterus Tax Department. An example of a task would be uploading pertinent documents for tax returns or other desired materials.

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How to Access Your Business/es in Onvio

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1.Once logged into Onvio, look in the upper left hand
   corner. You will see your name with a drop down
   menu.

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2. Click the drop down arrow to view businesses
    associated with your account. From there, you can
    view the tasks or documents associated with that
    business.

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How to Download/Access Documents in Onvio

The ‘Documents’ section will show any uploaded documents from the tax department, including a portal for you to upload documents.

 

  • To upload a document, click the icon that reads +ADD.

  • To view any uploaded documents, click into it, and it should be readable. 


From here, you can download a copy to your computer or print a copy as desired.

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How to Download, Sign, and Upload Form 8879

In the DOCUMENTS section of your Onvio account, you will see documents that the Ceterus Tax Team have uploaded. Once the Tax Team has completed your tax return, it is required that the responsible party sign Form 8879 before we e-file with the IRS.

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In the ALL DOCUMENTS section of your profile, you will see copies of returns plus any K-1 packages for the partners/shareholders of a business. 
 

The copies that need your attention are the PDF's with the suffix “ActionRequired”. 

These PDF's may include e-file authorization(s) that we need signed and returned, and any balance due or mailing requirements.
 

Please open each pdf with the suffix “ActionRequired”.
 

  1. Please follow the filing instructions each PDF.

  2. Print any e-file authorization(s).

  3. Sign the hard copy of e-file authorization(s).

  4. Take a picture of the signed authorization(s) and email to tax@ceterus.com.
     

Once these steps are completed, the tax team will be notified and they will proceed to e-file your tax return with the IRS.

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How to Pair a Device to Your Onvio Account

If you need to pair a new device to your account you will not be able to access your account without a temporary access code provided by your CSR.

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1. Enter your email and password, as normal.

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2. Since you won’t have access to the device you    
    normally authenticate your Onvio account with, click
    the ENTER A CODE option underneath the mobile
    device icon. Once you have clicked that, you will
    enter the code given to you by your CSR or Tax
    Associate.

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3. Once in your Onvio account, in the upper right-
    hand corner, click on your name. From here click
    EDIT PROFILE.

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4. Once in your Profile settings, go to MULTI-FACTOR
    AUTHENTICATION. From here you can set up a
    new device, change your password, and generate
    new codes.


 

5. To set up a new device, click ADD OPTION.

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6. Onvio will ask you to confirm your password, then it
    will take you back through the setup process for
    multi-factor authentication. For guidance with multi-
    factor setup, see the How to Set Up Multi-Factor
    Authentication section.

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