Onvio

Onvio

Thomson Reuters
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About

Everything you need to manage your practice and get things done faster in one simple, flexible practice management tool. Breaking down workflows into smaller steps helps you increase the productivity of your team. Identify who is responsible for each step, track job stages and monitor progress with reports. Start jobs automatically based on key client dates and use internal target dates to ensure work gets completed before compliance deadlines. Enhance your standard operating procedures with embedded training videos, links, checklists and email templates. Whether office-based or remote, easily train people on the job and delegate work more effectively. And you can add as many team members as you need at no extra cost, ensuring everyone works on the same platform. Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.

About

The next evolution of online software for accountants, offering unprecedented flexibility and client service. Thomson Reuters Onvio is the next step in the evolution of online software for accountants. By bringing key aspects of your daily workflow into one online platform, Onvio empowers your team to work together with the speed and flexibility you need to keep pace in a fast-changing profession. With UltraTax CS integration you get a robust set of tools to guide your clients. Plus, it's accessible from any device, so your staff and clients can interact where, when, and how they choose. And perhaps most important, Onvio offers enterprise-level security that makes you the first, best line of defense for your clients. Online software for accountants that includes document management, time and billing, online client collaboration, and project management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting practices

Audience

Companies looking for an advanced Accounting Practice Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$69 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pixie
Founded: 2019
United Kingdom
www.usepixie.com

Company Information

Thomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/onvio

Alternatives

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
CCH iFirm

CCH iFirm

Wolters Kluwer
Finexo PMS

Finexo PMS

Finexo Software Private Limited
UltraTax CS

UltraTax CS

Thomson Reuters
Remindoo

Remindoo

Accotax LTD

Categories

Categories

Integrations

OpenCost
UltraTax CS

Integrations

OpenCost
UltraTax CS
Claim Pixie and update features and information
Claim Pixie and update features and information
Claim Onvio and update features and information
Claim Onvio and update features and information