Onvio

Onvio from Thomson Reuters is a cloud-native accounting firm management software solution with document and project management, client collaboration, time and billing, and trial-balance capabilities.

Through Onvio, staff and clients can communicate through a secure online portal, accessible via the web or two mobile apps, to collect and share documents, answer questions, and complete tasks. The firm can also brand and customize its client portal so they can easily and safely share documents with third parties.

And users can manage all aspects of a project, including due date tracking, task tracking for staff and clients, budgeting tools, and reporting to see what’s profitable. Project and task statuses are updated by assigned staff en masse with batch processing to save workflow time.