Onvio current information and alerts

• Modified Date: 3/25/25

  • Update: UltraTax CS Platform v.24.3.2 was released. The option to Print K1 Packages to Onvio Documents if the K1 recipient is also an UltraTax CS client option within the Integrated applications group box on the Setup > Office Configuration > Onvio tab will work as expected. Prior to this release, in the scenario where a taxpayer and spouse were both K1 recipients of the same business client and part of the same UltraTax CS 1040 client, the K1 packages for the taxpayer and spouse were printing separately instead of being combined.

• Notice

  Modified Date: 2/28/25

  • We have received reports of phishing emails threatening account blockages or requiring users to install essential product updates or plugins, with fraudulent links for recipients to click within the email. These emails appear to be from Thomson Reuters, but they are not legitimate and are not from Thomson Reuters.
  • Click the link here for more information:
    Security Notice: Beware of Phishing, Product Update, and Plugin Scams

• Onvio Documents

  Modified Date: 2/24/25

  • We have identified an issue with previewing .png and .jpeg files in Onvio Documents. The error “Preview is not available because there may be a problem with the document” appears. This is being investigated and we will update the alert when we have more information.
  • Workaround: Rename the file extension from .png/.jpeg to .pdf and they will preview without the error.

• Onvio Time and Billing

  Modified Date: 3/5/25

  • Update: This is resolved. You can now utilize tab/spacebar to make selections in the Time and Expense entry grid.

• Server Errors Adding and Editing Invoices

  Modified Date: 2/24/25

  • Update: This has been resolved.

• UltraTax CS Integration

  Modified Date: 3/25/2025

  • Update: With UltraTax CS Platform v.24.3.1, printing client organizers to GoFileRoom or Onvio Documents by marking the checkbox option in the Print where group box area of the Print Organizers dialog will work as expected. Prior to this release, when printing client organizers to either GoFileRoom or Onvio Documents, organizers could include tax forms as opposed to the expected organizer pages.

• • • Services affected: Onvio Documents
    • Reported Date: 01/23/2025
    • We have identified an issue where the selection made in User Preferences>Documents>Client Documents>Grouping does not save for some users.

We apologize for any inconvenience this may cause. Our product team is actively looking into this and we will update this alert when we have more information.

• Thomson Reuters Sign-in

  Modified Date: 1/13/2025

  • On January 16, 2025, the Thomson Reuters sign-in screen will have a new look. This is a visual update only. How you sign in and use the applications will not change. You will see the new sign-in screen during authentication for accessing NetStaff CS, NetClient CS, and Employee Self-Service portals, applications, and the Thomson Reuters Account management site as well as for password resets and 2FA challenge screens.

• Onvio Advisory

  Modified Date: 05/20/24

  • Onvio Advisory will no longer be accessible after 5/31/24. There have been a few communications sent about this. One on May 6 and one the week after.
  • All information must be exported out of Onvio Advisory prior to 5/31/24. For help please refer to the following Help topics:
    Manage Documents and Folders
    Export Plan Data
    Calculators
  • If you need further assistance, please contact our support department at (800) 968-0600.

• • • Services affected: Onvio Link
    • Reported Date: 04/22/2022
    • We have identified an issue where a failure to open Documents in Onvio Link from Word and Excel is occurring. We will update this alert when we have more information. As a temporary workaround; you can update the document locally and re-upload it until a permanent resolution is made available.

We apologize for any inconvenience this may cause.

• • Services affected: UltraTax CS Integration
  • Reported Date: 03/5/2022
  • We have identified an issue where; in some cases the tax questionnaire cannot be uploaded. We are investigating a fix for this issue. We will update this alert once we have more information.

We apologize for any inconvenience this may cause.

• • Services affected: Onvio Notifications
  • Reported Date: 02/09/2022
  • We have received reports that some notifications are coming to staff member when a client uploads a document, but not all of them are coming through. We are investigating this and will update this alert when we have more information.

We apologize for any inconvenience this may cause.

• • Services affected: Onvio Migration from UltraTax CS
  • If you receive the error in UltraTax CS stating "A problem occurred during the migration. Please try again or contact support" then you may need your firm admin to update your permissions. You must be a full Admin in order to utilize the migration utility. Specifically you need to have the Systems Permission Group for "All Functionality and Non-Confidential Data" enabled for your staff login. Once added by a firm Admin then please logout and log back into Onvio for the change to enable. The permissions do not affect what you see in UltraTax, but do affect in Onvio. Then you should see the Migrations Option under: Setup | Utilities | Migrations. this will allow you to complete the migration from UltraTax CS and no longer receive the error.

• • Services affected: UltraTax CS Integration
  • Reported Date: 12/3/2021
  • When running the Onvio integration from UltraTax CS 2021 with a Foreign country code of "AA" Aruba (As an example) it causes Web request failed.
  • UltraTax uses IRS country codes that can be found on the IRS website
  • Onvio uses ISO country codes that can be found here

Workaround:The best option is to remove the foreign country code before the population and manually enter it into Onvio so it becomes the correct country.We will update this alert when more information is available.

We apologize for any inconvenience this may cause.

• Services affected: Documents - Recycle Bin
• Reported: 8/12/2021
• We have reports of some users being unable to access the Recycle Bin if a large amount of deleted records exist. We are aware of this issue but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information and apologize for any inconvenience.