I received an emailing to register for an Onvio account or a folder was shared with me by Linkenheimer. Is this legit? Yes, you will receive an email from us asking you to Register Your Client Center Account. It’s a simple two click process, where you simply choose a password and confirm it. Within that email you will also receive a link, which you can bookmark to access your Client Center. You may also receive an email notice with regards to folders being shared to you from Linkenheimer. Those are simply folders within your new portal that you now have access too.
Where can I download the Onvio mobile app?
When I open my Onvio Client Center I don’t see any files or options to upload? This could be due to your browser needing an update to function properly with Onvio. We have found that Chrome typically works best with Onvio. And if you are using a mobile and trying to access it, we recommend doing so from the app, rather than the mobile browser.
What browsers are supported for using Onvio?
We support Onvio Center in the following internet browsers. Click the name of the browser to open a page from which you can download the latest version of the browser.
See how to register and access your secure client portal to share tax and engagement information with our firm.