Embed Onvio and Client Center login fields on your firm's website

You can embed Onvio and Client Center login fields on your firm's website for the use of your staff and clients. Choose Setup > Onvio Site Settings, and navigate to the HTML in the Embedded Sign In sections. Copy the HTML code to add to your firm's website or provide to your firm's administrator.

You can also change the Onvio background image, specify the web page seen by staff and clients when they log out, and manage multi-factor authentication requirements. After making any changes, click Save at the bottom of the screen.


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