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Set up Onvio

Get started with Onvio, including enabling integration between Domínio Contábil and Onvio

Update your firm information

Set up permission groups to control staff access to Onvio

Enter staff information and give staff access to Onvio Center

Enter client information and give clients access to Onvio Client Center

Configure notifications

Customize the appearance of Onvio Client Center

Manage your Onvio account

Set up multi-factor authentication for your login

Change your preferences

Change your email address

Change your password

Update your name

Update your name

Change the language

Switch between Onvio Center and Onvio Client Center

Offices, staff, clients and contacts

Add offices

Add departments

Add staff levels

Add staff information

Add staff to permission groups

Give staff access to Onvio Center

View staff availability on the Home dashboard

Add clients

Give clients and contacts access to Onvio Client Center

Add contacts

Documents

Onvio Documents overview

Add documents in Onvio Documents

Print to Onvio from locally installed applications

Scan documents into Onvio Documents

Request files to be uploaded

Organize items in Onvio Documents

Download documents

Access your documents using the Onvio Documents mobile app

Share folders

Add folder templates

Send file links via email

Edit fillable PDF document in Onvio Client Center

Time and Billing

Time and expenses

Set up staff rates

Set up service templates

Set up activities

Enter time

Enter expenses

Review time and expense entries

Reports

Firm management reports

Onvio usage reports

Troubleshoot

System requirements

Supported internet browsers

Delete temporary internet files or cached files

Test your internet connection

Log in to Onvio when your mobile device is not accessible

Generate a temporary login code

Log in to Onvio without mobile connectivity

Contact our Support team