Give clients and contacts access to Client Center

You can give clients and contacts access to Client Center to make it easier to collaborate and securely share documents. Contacts must have an entity type of Individual and must have a primary email address. Business clients must have an individual contact as part of their relationships.

Click the button below to download an email template that you can use to communicate with your clients about exchanging documents and information via Client Center during the novel coronavirus (COVID-19) pandemic. After you download the document, you can personalize it with your firm's information.

Follow these steps to give clients/contacts access to Client Center.

  1. Choose Setup > Clients (All Contacts for contacts).
  2. Click Edit Edit next to the client ID.
  3. If you haven't already done so, enter the client's primary email address.
  4. Click the Client Center Access tab.
  5. Click On, underneath Client Center Access.

    Note: If you don't see this button, you can't activate Client Center for the client. Confirm that the client's entity is Individual and that you have entered a primary email address.

  6. Onvio will prompt you to send the client an invitation to register their account. Click the Send Now button if you want Onvio to send the email to the client immediately after you click Save. If you want to send the registration message later, click the Send Later button. You can return to this panel to send the message at any time.

    The email message contains a registration link for the client. They'll be prompted to enter an email address and create a password for Client Center. You can re-send the registration link any time by returning to the Client Center Access tab and choosing Re-send a registration email to <primary email address>.

Notes

  • After completing their registration, your clients will need folders before they can upload documents. Clients cannot add their own folders. For instructions on adding folders for a client, see Add folders.
  • Clients will also be able to access shared documents using the Client Center mobile app.
  • For more information about Client Center registration and access, see Register and use your client portal (3 minutes).

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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