I tried a few different client portals and document sharing methodologies in the past. None with great satisfaction.
Now I am using Thomson Reuters Onvio Client and Documentations. Onvio is Thomson Reuters Cloud Based replacement to CS Suite in the USA and DT Practice in Canada.
I am not fully happy with Onvio. Unless it improves substantially I will switching if and when I find a better alternative which I can cost justify.
The Canadian version of Onvio is really best designed to work with Dr Tax. I am happy with TaxCycle so I am not going to switch. It has been enough of a learning curve switching from ProFile which I used from 1999 to 2017 to TaxCycle which I started in 2017 and am still learning.
The features that like with Onvio are:-
Part of a full Practice Management Suite with time and billing and projects and detailed reports at a very affordable price for a sole practitioner or small to mid sized office.
The things that I don’t like with Onvio include the following:
- horrible training and nearly non-existent documentation
- ineffective customer support - one of the two support individuals is effective but without videos, seminars, and documentation it is an endless round of Q+A.
- poor user interface
- limited configuration re emails, individuals, etc.
- no role based permissions for admin
- clunky and totally non-intuitive set-up and configuration.
- the dependence or assumption is that all Onvio users also have Dr Tax and that the customer number ID and customer entities mirror those used by Dr Tax.
- no topology or workflow diagrams
- site has hick-ups every second Thursday while the development team implements new changes on the production cloud. YIKES
- the client facing portal is not as intuitive or as easy to use as I would prefer
- basically this seems like an odd SAAS implementation
I like it but don’t fully love it.
I don’t love the price. Hard to justify as a sole practitioner. Need the full version to get the email link to the folder level sharing and the more advanced auto synch and sharing functions.
Lots of Zapier support which is great.
No intelligent naming.
No role based folder level permissions
Very limited workflow customized for Accountants. Need to buy an add-on. Even then it is not as fully functional as Doc.it.
I really like it.
They know, live, and breath accounting document management and workflow.
Crazy expensive due to requirement for a dedicated document server and more.
Working on a cloud version which may be out this fall.
Waiting to see what that looks like and will cost.
Great workflow capabilities
Role based folder level permissions.
No intelligent document naming.
Limited tags and search.
Issues with support of various browsers in the past.
Not a total solution.
Loved my many.
Not really a Document Management System. Limited tags.
- Very limited.
- Cheap but limited.
Alternative to e-Courier for sending documents. Not a client portal nor a document management system. Requires a private domain email address to use. ie@ JaneDoe@JaneDoeTax.ca.
Does anyone have any comments, suggestions, or best practices re using any of the above?
Does anyone have any other recommendations other than e-courier?
These are my opinions based on Trial and Paid versions and are based on my personal experiences only.
This is not intended to be an evaluation simply and anecdotal sharing with the intention to find best practices, suggestions, or recommendations by members of this community.
I want to ready, effective, and efficient in managing my Tax and Bookkeeping Practice, in communicating with clients, and in receiving, sending, and sharing documents.