Format Client Handouts in Onvio Advisory

You can personalize your client handouts so that they are unique to your company.

Insert company logo

If you upload an image of your company logo to Onvio, your logo will automatically appear on your client handouts.

Note: We recommend that you use a .PNG file, but other file types are accepted.

  1. In Onvio Center, click Setup > Firm > Firm Settings.
  2. In the Firm Logo section, drag and drop your firm’s rectangle logo, or click the Browse for Image button and navigate to the image of your logo.

  3. Click Save.

Insert firm information

You can set up your firm information (name, address, email, etc.) to be automatically inserted in client handouts.

  1. In Onvio Center, click Setup > Firm > Firm Settings.
  2. Enter your firm information.

    Note: Only the information that you enter will be inserted in client handouts. For example, if you do not enter your firm's website information, that information will not be included in the firm information inserted in handouts.

  3. Click Save.

Set accent color

You can set an accent color for your client handouts. This color will apply to the handout heading, border, and table headings.

  1. In Onvio Center, click Setup > Onvio Site Settings.
  2. Click the desired accent color in the Accent Color section.
  3. Click Save.

Note: The accent color you select in Onvio Site Settings will also apply to all buttons and navigation symbols in Onvio.

Rotate handout

If you need to change the layout of the client handout for printing, you can rotate the document.

  1. In Advisory, click the Client Handouts tab.
  2. Click Individual Tax or Business Tax, and then click the client handout that you want to print.
  3. Click the Rotate icon until you are satisfied with the document layout.

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