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The Client Centre mobile app is available as a free download for Apple and Android devices. The app offers you on-the-go access to your Client Centre documents and tasks. To locate the Client Centre mobile app in the App Store or Google Play store, search for Onvio Client Centre.

The Client Centre mobile app allows you to do the following.

Manage your documents

• Save documents from other apps to Client Centre using the Send or Share feature of your Apple or Android device.
• Scan and upload documents using the camera on your mobile device.
• Send documents to others by using document links, rather than using less-secure email attachments. To send a document link, open the document and then press the Share button (iOS) (Android). Add the recipient's email address, and then choose when the link will expire (optional) and add a password (optional). If you add a password, share it with the recipient so they can enter it after they receive the document link and click to open it. When you're finished, press Send.

Perform Approval tasks

• When your accountant assembles documents or actionable items and sends them to Client Centre, these items appear as Approval items on your Tasks screen's To-Do list.
• As you complete each task, it moves to the Completed list in the Client Centre app and your accountant is notified.

Perform Upload tasks

• You can upload documents directly to a task.
• General upload tasks have steps that can be removed, marked Complete, or marked Does Not Apply (with a comment). The steps can be marked Complete at any time, with or without documents attached to them.
• As you complete each task, it moves to the Completed list and your accountant is notified.
• Each step allows you to take other actions and view additional information.