Internal: Understanding Onvio licensing

How to identify Onvio firms

In either Flash or EMS:

  • Check the firms licensing for Onvio. If there are no licenses, they do not currently have it.
  • In the contact list, there will be an "O" in the role code column next to the Onvio Administrator.

Onvio licenses

Onvio licenses determine which products the firm has access to. See the chart below for information about each license and the features included.

Product code Name Package
ONVFMA

Includes all the features of Onvio Firm Management Essentials, plus more. Onvio Firm Management gives firms the tools they require to run their business and collaborate with customers. 

Features included:

  • Core functionality
    • All functionality from Onvio Firm Management Essentials
  • Projects
    • All functionality from Onvio Firm Management Essentials
    • Project Tasks
    • Target and Actual Dates
    • Project Budgeting
  • Documents
    •  All functionality from Onvio Firm Management Essentials
  • Time & Billing
    • All functionality from Onvio Firm Management Essentials
    • Approval and Posting 
 Onvio Firm Management Advanced Advanced
OVFMAAU

Allows Onvio Firm Management Advanced firms to have more than one user.

 Onvio Firm Management Advanced Additional Users Advanced
ONVFM

Formerly known as Onvio Firm Management Essentials Tier 1, Essentials gives firms the tools they require to run their business and collaborate with customers. 

Features included:

  • Core functionality
    • Client, Staff and Contacts
    • Onvio Link (for datasharing with CS Professional Suite applications)
    • Permissions
    • Notifications
    • Client dashboard widgets
    • Staff (Home) Dashboard Widgets
  • Projects
    • All functionality from Projects license
    • Central project list
  • Documents
    • All functionality from Documents license
    • Document requests
    • Ability to Add, Update, and Share folders
    • My Documents tab
    • Folder templates
    • Onvio Link
    • Comments
    • Document requests
  • Time & Billing
    • All functionality from Time & Billing license
  • Client Center
    • All functionality from Client Center license
 Onvio Firm Management Essentials Essentials
ONVFMADU

>Allows the firm to have more than one user.

 Onvio Firm Management Tier 1 Additional Users Essentials
ONVPJMGR

With Projects, the firm and staff members can manage work with due dates and tracking.

Features included:

  • Due date tracking
  • Status tracking
  • Staff assignments
 Projects n/a
ONVTMBL

Allows the firm to track time spent on their work and bill their clients.

Features included:

  • Basic invoices (Basic Report)
  • Basic receivable tracking for invoices created in Onvio
  • Sales and service tax on invoice
  • Time and billing widgets for Firm, Staff & Client
  • Time and expense entry in daily or grid entry format
  • Time monitor (Staff Only view)
  • Time recording in hours
  • Manual timer
  • Past due statements
  • Late fees
  • Invoice & statement format wizard
  • Update project within time and expense entry
  • Email delivery of invoices and statements
  • Fixed fee billing
  • Automatic start timer when opening a project
  • Credit card tracking
  • Standard reporting 
 Time and Billing Essentials
ONVDOC

Allows the firm to manage documents.

Features included:

  • Basic document storage
  • Recycle bin
  • Document preview
  • Batch download
  • Integration with Google Drive & Drop Box
  • Full text search
  • Drag and drop
  • Documents mobile app
 Documents Essentials
ONVCLHUB

Client Center allows the firm and their client to exchange documents and collaborate. The firm can also assign client tasks that require the client to take action, such as uploading documents or completing tasks.

Features included:

  • Client Center
  • Client Center mobile app
  • Tax questionnaire from UltraTax CS 
  • eSignature from UltraTax CS
 Client Center Essentials
ONVGFRCC GoFileRoom Client Center (powered by Onvio) n/a
ONVWKPRS

Allows the firm to use a workpaper functionality in Onvio.

 Workpapers Essentials
ONVTAX

Used to prepare and file tax returns. Limited to 706, 709, 1041, 2290, and 5500 returns.

 Tax Essentials
ONVOTEA

Program that replaces OneSource Trust tax, and is a 1041-only module available to a select group of former OneSource firms. Not part of Firm Management Essentials.

 Tax - OTEA 1041 n/a

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