What is Onvio?

Onvio is a cloud based software designed for sharing and receiving documents. Ceterus primarily uses Onvio as a secure way to send documents to the customer, as well as DocuSign off on tax forms.

Is Onvio Secure?

Onvio is secure first and foremost. This includes using Multi-Factor Authentication to access any documents within the Portal as well as installation of an authenticator app from Thomson Reuters on your mobile phone. 

Can I import documents to Onvio?

Onvio can also import documents from other popular software such as Google Drive and Dropbox. While Onvio is designed for customer interface, it also can support third-party interaction without needing to create an Onvio account for them. 

Onvio Support Website

Video on how Onvio manages Client Documents


More Questions? Email Ceterus Support

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