Onvio current information and alerts

• Technical Support Memorial Day Weekend

  Modified Date: 5/26/23

  • Technical Support will close Friday, May 26, 2023, at 6:00 PM EST for Memorial Day weekend. Technical Support will reopen with regular business hours on Tuesday, May 30, 2023.
  • Please see 2023 software technical support hours for our regular hours.

• Home Page Dashboard Error

  Modified Date: 5/16/23

  • We were aware of some users receiving an error when accessing the Home Page Dashboard in Onvio Center. In the meantime, if you need to access current tasks or statuses of projects, then use the project grid filtering options. We will update this alert when resolved.

• Server Errors

  Modified Date: 5/16/23

  • Update: This is resolved.
  • Previously, we were aware of some users receiving errors when performing various functions in Onvio Time and Billing.

• Onvio Tax

  Posted Date: 4/26/23

  • As of April 30, 2023 Onvio Tax will be unavailable and you will no longer have access. Internal messaging was displayed throughout April to reinforce this deadline.

• Onvio Timers

  Posted Date: 4/20/23

  • We have received reports of staff members receiving the error “Parent Resource not Found” when clicking on the Timer icon within Onvio. Our development team is working to get this resolved.
  • Workaround: Edit each permissions group in Setup>Permission Groups by just clicking through each one and then click Save. No actual changes need to be made. Once you have done that try again.

• UltraTax Integration

  Modified Date: 3/10/23

  • This has been resolved.

• Onvio Documents

  Updated Date: 3/29/23

  • This has been resolved. Daily Digest emails are now sending as expected.

• Documents

  Updated Date: 2/16/23

  • Update: This has been corrected, the name of the folder is now showing properly in email notifications.

• Onvio Trial Balance

  Updated Date: 2/16/23

  • Update: This has been corrected. The binders should now be getting cleared nightly.

• Scanning

  Posted Date: 1/12/2023

  • We are investigating an issue where the Preview Screen within the Scanner window does not load. This seems to be related to WIA Scan Drivers.
  • We are working to get this corrected as soon as possible. As a workaround, please use a TWAIN driver rather than a WIA driver for your scanner.

• Onvio Two-Step Verification

  Posted Date: 01/12/23

  • Onvio Tax is now in a read-only state.
  • Please contact support if you have questions regarding migrating to a different tax software.

• Migrations

  Posted Date: 1/03/2023

  • We are investigating an issue where the Resolve Conflicts Screen within the Migrations window does not load. The error occurs when more than one migration is processing at a time.
  • To prevent this from happening please run smaller batches, one at a time, allow the batch to process and resolve any conflicts before starting another migration. Please make sure that the current migration shows as Completed in the Migrations screen prior to starting the next one. Our team is working to get this corrected as quickly as possible.

• FileCabinet Migrations Not Completing

  Posted Date: 11/29/22

  • We are currently seeing intermittent issues with File Cabinet Migrations queuing but not completing. Our development team is aware and working on a solution. We apologize for the inconvenience.

• Onvio Two-Step Verification

  Latest Update:02/02/2023

  • Update: This has been resolved.
  • At times you may receive the Onvio two-step verification setup screen during sign-in even though you have already enabled two-step verification. If you click on "Setup Two-Step Verification", you will receive the normal two-step verification challenge to verify your identity.

• Onvio Two-Step Verification

  Posted Date: 08/04/2022

  • Starting Saturday, August 13th, two-step verification will be required for all Onvio Staff and Clients. There are now several new verification options available, including email, phone, text, and applications. We do recommend that you use the Auth0 Guardian application, as it is the only application that will send notices to authenticate. More information is available on the Onvio Help and How-To Center or through these articles:
  • Two-step verification overview
  • Two-step verification setup

• New sign-in experience coming in August 2022

  Sent Date: 07/14/2022

  We’ve been working hard to make your Thomson Reuters sign-in experience easier and more secure. To make the update as smooth as possible for you and your firm, we wanted to let you know what to expect before the changes take place on August 13, 2022.

  • • • • A simplified sign-in experience. You’ll only need one email and one password to access your products and online account.
        • An updated multi-factor authentication system called two-step verification that further enhances security. We’re adding new and easier options, like text messages and email, and partnering with Auth0 for our future mobile app.
        • No more authentication cards. The Thomson Reuters Authenticator Cards will no longer be supported with Onvio or Onvio Client Center.
        • Increased security. Two-step verification will be required for all users, both staff and clients, to sign in across Onvio and Onvio Client Center.
        • Customize the Client Center sign-in page. You can add your firm name and logo to be used in the welcome message on the Client Center sign-in page.
        • Check out this video of the new Onvio Client Center Two-step Verification experience.

  To assist your firm in providing information about the new sign-in experience to your clients who use Client Center, please refer to the original email communication which was sent to your firm’s licensee on July 14 for an email template that can be used to notify your clients of this change.

• Posted Date: 08/16/2022

  Emails that come from Access.info@thomsonreuters.com that state "Unusual access to your account" or “Unsuccessful sign in attempts has locked your account” indicate that the account has been locked. This is the new unlock email. If you receive this email and cannot login, please use the unblock button in the email to unblock the account.

  If you continue to receive this email and cannot login, please verify the following:

  • If you are licensed for Onvio, please make sure that you are on the latest version of Onvio Link. After doing so, please use the email to unblock your account. If you are not able to unblock your account or did not receive the email to do so, please reset your password.
  • If you were previously licensed for Onvio and are no longer, please make sure that you do not have Onvio Link installed on your workstation or any other workstations that you might have used Onvio (or has been used to access Onvio) at your firm.

• • Contact Support Methods
  • Posted Date: 10/18/2021
  • Are you unsure of the best way to contact Support for your inquiry? In Onvio click the question mark and select “Contact Support” to view more information about what method might be best for you when contacting Support or click the link below.
  • Contact Support Help & How-To

• • Posted Date: 05/20/2022
  • A reminder that Thomson Reuters will discontinue IE as a supported browser for all products due to Microsoft’s scheduled end of support on June 15, 2022.
  • Please view Microsoft’s FAQs about the retirement of Internet Explorer for more information.
  • To ensure the best possible experience, please refer to our System Requirements for supported internet browsers.

• • • 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.

• Services affected: Onvio Documents
• Reported: 01/29/2021
• Printing from Virtual Office UltraTax CS 2020 to Onvio does not bring up the Confirm Documents window - It is currently necessary to open Onvio Link on Virtual Office before UltraTax CS 2020 in order to have the Confirm Documents window when printing from UltraTax CS 2020 to Onvio. If Onvio Link is not opened prior to UltraTax CS 2020, then the document will automatically upload with the original name.