Understanding your firm's Onvio bill

Onvio bills are calculated based on the service(s) your firm owns and the number of users that have access to it. 

  • There is an annual base fee for the service paid once per year. The base fee includes one user. 
  • There is separate yearly fee for additional users that you added on your initial purchase or during your renewal.
  • There is no limit of created logins or concurrent users, and it is priced per user. Specific pricing inquiries should be directed to sales.
  • Users that you add yourself in Onvio in between renewals are billed with a monthly fee per user until the next renewal is available. At that point, you can choose to add the users to your renewal package and switch to the annual fee.

    Note: If you add a method of payment and associate Web Services to the credit card, we can bill you automatically.

  • Renewals are automatically processed on an annual basis. We need a credit card on file to process your renewal. See Method of payment for instructions on adding or updating your credit card information.

Example

The annual price for three users for Onvio Firm Management would be the base fee, plus the additional user fee for each additional user. Using example pricing: the annual price for a three-user Onvio Firm Management firm are calculated as [base fee] + [additional user 1] + [additional user 2] = [annual total]

Internal notes


Invoice processing and reviewing

  • Onvio billing is processed manually, and the invoice will show as an Order in the payment history screen in EMS. To find an Onvio invoice, you will have to manually scroll through the history to find orders around the 12th with Onvio licenses or locate the order number (if available from the customer).
  • Invoices are generated on approximately the 12th of each month the month after service is provided.
  • The invoice has an indication of Yr1, Yr2, or Yr3 next to the product in the invoice detail. This is a way for us to track what year they are in for billing purposes (i.e. Yr1 = their first year of billing, Yr2 = their second year of billing, etc). This is also used internally for commission purposes.
  • Due to the manual nature of Onvio billing, the invoice does not currently have user counts. To reconcile an invoice, you will have to review the price list against what the invoice reflects.
    • To reconcile the billing, you will have to look at the total amount billed and divide that by the per user cost to determine how many users are on the invoice. There will be a user 1 and a user 2+ line item on all products except Client Center.
  • Onvio is most often bundled with new UltraTax CS purchases. You can determine if a customer is receiving a discount from a promotion by locating their original Onvio order and reviewing the promotion codes on that order. Promotions are found on the Current Promo Sheet on the Hub.
  • If you still have questions about Onvio billing after reviewing all of the information above, email the Order Team for additional help.
  • If you have questions about renewing Onvio, contact the Retention Team.

    Notes

    • If users need to be added to the renewal, direct the customer to their Sales Representative to get the additional users added.
    • If users need to be removed from the renewal, contact the Retention Team for an updated renewal.
    • Renewals cannot be refunded after they been processed. We give firm's 90 days notice before the renewal is due, and the cancellation will be valid the following period. Any exceptions must be sent to the Tax Professionals Retention Team.

OneSource Trust & Estate Administration firms

OneSource Trust & Estate Administration (OTEA) firms are firms that are billed through OneSource, and use the Onvio Tax 1041 module. Route any billing questions to the firm's Client Sales Representative. The Client Services Representative is organized by state, and contact information can be found here.

Contact information for each territory:

Name Role Phone number
Margherita Angelini Manager of retention (888) 250-1507
Jaime Lee McHale Client Sales Representative (888) 250-1813
Gerald Urban Client Sales Representative (888) 250-5276
General number (800) 331-2533

Territories are divided by state as follows:

State Abbreviation Contact
Alabama AL Gerald Urban
Alaska AK Gerald Urban
Arizona AZ Gerald Urban
Arkansas AR Gerald Urban
California CA Gerald Urban
Colorado CO Jaime McHale
Connecticut CT Gerald Urban
Delaware DE Gerald Urban
District of Columbia DC Gerald Urban
Florida FL Gerald Urban
Georgia GA Gerald Urban
Hawaii HI Jaime McHale
Idaho ID Jaime McHale
Illinois IL Jaime McHale
Indiana IN Gerald Urban
Iowa IA Jaime McHale
Kansas KS Gerald Urban
Kentucky KY Jaime McHale
Louisiana LA Jaime McHale
Maine ME Gerald Urban
Maryland MD Jaime McHale
Massachusetts MA Gerald Urban
Michigan MI Jaime McHale
Minnesota MN Jaime McHale
Mississippi MS Gerald Urban
Missouri MO Jaime McHale
Montana MT Gerald Urban
Nebraska NE Jaime McHale
Nevada NV Jaime McHale
New Hampshire NH Gerald Urban
New Jersey NJ Gerald Urban
New Mexico NM Gerald Urban
New York NY Jaime McHale
North Carolina NC Jaime McHale
North Dakota ND Jaime McHale
Ohio OH Jaime McHale
Oklahoma OK Gerald Urban
Oregon OR Jaime McHale
Pennsylvania PA Gerald Urban
Rhode Island RI Jaime McHale
South Carolina SC Jaime McHale
South Dakota SD Jaime McHale
Tennessee TN Gerald Urban
Texas TX Gerald Urban
Utah UT Gerald Urban
Vermont VT Jaime McHale
Virginia VA Jaime McHale
Washington WA Jaime McHale
West Virginia WV Jaime McHale
Wisconsin WI Jaime McHale
Wyoming WY Gerald Urban

Related articles

Internal: Understanding Onvio licensing

Onvio support information for non-Onvio Reps


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