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You can add contacts as relationships to clients, such as spouses, legal representatives, and tax matters contacts. Certain relationships serve a specific purpose when selected and other relationships can only be used one time per contact.

Business clients do not have access to Onvio Centre. You need to add a relationship with the contact who should have access to the client in Onvio Centre.

What does "of" mean

When you select any relationship ending with "of", it means to set a relationship vice versa on another client. For example, if you list a client as the Preferred contact of a business, the client will show on the business as the Preferred contact. The client will be able to see shared folders from the business, but the business cannot see anything from the client.

Relationships

The list of relationships available to select depends on the Entity type selected for the contact.

Additional Contact

Additional Contact of

Auditor

Auditor of

Beneficiary of

• This relationship allows access to clients with the following entity types in Client Centre.
  • Trust
  • Estate

Billing Contact

• When an invoice or statement is sent via email, the email goes to the Billing Contact.  If a billing contact is not setup it will send to the primary contact.  
• The Billing Contact's address is listed on the invoice and statements.
• This relationship can only be used one time per contact.

Billing Contact of

• This relationship allows access to clients with the following entity types in Client Centre.
  • Partnership
  • C Corporation
  • S Corporation
  • Trust
  • Estate
  • Limited Partnership
  • Limited Liability Partnership
  • Limited Liability Company
  • Exempt Organization
  • Private Foundation
  • Other
  • Sole Proprietorship

Child

Director of

• This relationship allows access to clients with the following entity types in Client Centre.
  • C Corporation
  • S Corporation

Member of

Parent

Partner

Partner of

Preferred Contact

• This relationship can only be used one time per contact.

Preferred Contact of

• This relationship allows access to clients with the following entity types in Client Centre.
  • Partnership
  • C Corporation
  • S Corporation
  • Trust
  • Estate
  • Limited Partnership
  • Limited Liability Partnership
  • Limited Liability Company
  • Exempt Organization
  • Private Foundation
  • Other
  • Sole Proprietorship

Primary Contact

• If a client does not have a billing contact, then invoices and statements are sent to the primary contact when sent via email.
• The Primary Contact's address is listed on the invoice and statements.

Public Officer of

Public Office of  (Fund)

Secretary of

Shareholder of

• This relationship allows access to clients with the following entity types in Client Centre.
  • C Corporation
  • S Corporation

Spouse

• This relationship can only be used one time per contact.

Tax Matters Contact

• The Tax Return folder is shared when a return or organizer is sent.
• Client Centre access is granted automatically when the organizer is sent.
• This relationship can only be used one time per contact.

Tax Matters Contact of

• This relationship allows access to clients with the following entity types in Client Centre.
  • Partnership
  • C Corporation
  • S Corporation
  • Trust
  • Estate
  • Limited Partnership
  • Limited Liability Partnership
  • Limited Liability Company
  • Exempt Organization
  • Private Foundation
  • Other
  • Sole Proprietorship

Trustee of (Fund)

• This relationship allows access to clients with the following entity types in Client Centre.
  • Trust

Trustee of (SMF)

• This relationship allows access to clients with the following entity types in Client Centre.
  • Trust

Trustee of (Trust)

• This relationship allows access to clients with the following entity types in Client Centre.
  • Trust

Add a relationship

Edit a relationship

Delete a relationship