Get started with Onvio

Before your firm can begin working in Onvio , you and your firm's administrator will need to complete some initial setup tasks. Follow the links below for more information.

Initial setup

  1. Update your firm information
  2. Set up permission groups
  3. Add or update staff information
  4. Set up multi-factor authentication for staff and/or clients
  5. Add or update client information
  6. Set up project templates

Documents area

  1. Add folder templates
  2. Add folders
  3. Install Onvio Link

Client Center

  1. Customize the appearance of Client Center
  2. Configure email notifications
  3. Give clients access to Client Center

Time and Billing

  1. Staff rate descriptions
  2. Set up service templates
  3. Set up activities
  4. Add bank accounts

Internal notes


Support can re-send the welcome letter from EMS if needed. Open the firm, choose Applications > Onvio Operations > Resend Onvio Welcome Email.