Prepare for migration to Onvio

Start here to learn about the Onvio migration process and what steps you'll need to take before you begin your migration.

Need to jump ahead? If you're ready, you can migrate to Onvio and review migrated data.

Before you start

  • Make sure you have access to the product(s) you're migrating from. We offer migration from FileCabinet CS, NetClient CS, UltraTax CS 2021 and many third-party tax applications.
  • Make sure you're assigned to a permission group that has Migrations enabled.

Preparation steps

  1. If you'll be migrating multiple products, decide which product to start with and the order you want to migrate all your products in. Migrations happen one product at a time, so you need to choose a starting point and an order.

    Pick the product with the most accurate and up-to-date client information to go first. This makes the migration process easier in case there are data conflicts between your products' client information.

    If you're using UltraTax CS and not choosing that as your first product to migrate, we strongly recommend that you populate clients and contacts from UltraTax CS to Onvio.

  2. For each product you'll be migrating, get your data ready.
  3. Optional: Review client data to make sure it's correct. Doing this before migrating can help reduce the number of data conflicts you run into.

Next steps

Start your migration to Onvio.

Contact us

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