Set up data sharing

Through Onvio data sharing, you can share general client information among Onvio and CS Professional Suite applications that your firm has licensed (such as UltraTax CS, Accounting CS, and Practice CS). General client information includes a client's name, address, phone number, TIN, SSN, and so on.  

Follow these steps to enable data sharing.

  1. Enable data sharing in each applicable CS Professional Suite application.
  2. If you haven't already installed Onvio Link, do so now.
  3. Click the Onvio Link Onvio Link button button in your system tray or menu bar to open Onvio Link.
  4. Click the Settings Onvio Link settings button button in the Onvio Link toolbar and verify that the Onvio data location is correct for your firm. The default location is c:\wincsi\OnvioData.
  5. Verify that the data location matches the data location settings in UltraTax CS, Accounting CS, and/or Practice CS.
  6. Mark the Enable Data Sharing box and click OK.

Changes that you make to general client information in any CS Professional Suite application for which data sharing is enabled will now show up in Onvio. Also, any changes that you make to general client information in Onvio will be similarly reflected for the same client in any CS Professional application for which data sharing with Onvio is enabled.

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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