How to Register Onvio Account

  1. You will receive a registration email for Onvio, see the example to the left. If you did not receive a registration email, please contact  Registration for Onvio will require a computer and mobile device. Make sure to click the REGISTER NOW button from a computer.
    Screen Shot 2020-01-14 at 10.15.55
  2. Fill in necessary fields & create a password for the portal.
    Screen Shot 2020-01-14 at 10.18.55
  3. When completed successfully, you will see this prompt. Once DONE is clicked, Onvio will prompt you to set up multi-factor authentication. Ceterus requires multi-factor authentication for all Onvio access. Once registered for the account with your email, it is crucial to set up multi-factor authentication. You will not be able to access Onvio without setting up multi-factor authentication on your phone. 
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  4. Once multi-factor authentication is setup, you will be able to access the Client Center 
  5. Once inside the customer portal, you will see an icon with three horizontal lines. If you click on that icon, you will see a drop down list with your store name/s; here you can choose which business to look at. Once you select your desired store or business, you can choose ‘Home’ or ‘Documents’

    Home will show tasks that need to be completed by you, the client. It is also routine to receive tasks via email or Zendesk which are more commonly used forms of communication from the tax department. An example of a task would be uploading pertinent documents for tax returns or other desired materials.

    Documents will show any uploaded documents from the tax department, including a portal for you to upload documents.

    To upload a document, click the icon that reads ‘+Add’. 

    To view any uploaded documents, click into it, and it should be readable. From here, you can download a copy to your computer or print a copy as desired.

More Questions? Email Ceterus Support

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