Screenshots

Description

Onvio Documents cloud-based document management for professional tax & accounting firms provides secure anywhere, anytime access to all your documents.  The Onvio Documents app gives you access to existing documents, integration with iCloud and numerous other file-sharing systems, and allows you to scan and upload documents from your mobile device.

What’s New

Version 2.2

Adds support for annotations on PDF documents

Ratings and Reviews

4.8 out of 5
9 Ratings

9 Ratings

yumm 67788 ,

Very Intuitive

I was skeptical of this app because of how few reviews there were. However, I have been pleasantly surprised. The app is very fast, and easy to upload documents from an email attachment!

sjcpa ,

Ability to sign and add comments

Need ability to sign documents or add comments on documents sent. Then this would be awesome

MostlyBroke ,

Quick & Easy

If you wear all the hats in your practice, I highly recommend Onvio Document Management. Having the client files accessible on your smartphone is beneficial when you're on the road and want to review a tax notice or document.

App Privacy

The developer, Thomson Reuters, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Location
  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

More By This Developer

You May Also Like