[12.02.24]

We have partnered with Onvio, to provide a highly secure online portal, your Client Centre, to store your key documents, allowing you to sign those documents and retrieve them when you need them.  This allows efficient collaboration between us, enabling us to alert you of key tasks, such as the review and signing of your accounts and HMRC returns.

The Onvio app is available as a free download for Apple and Android devices. The app offers you on-the-go access to your Client Centre documents and tasks. To locate the Client Centre mobile app in the App Store or Google Play store, search for Onvio Client Centre.

The Client Centre mobile app allows:

• You to save documents from other apps to Client Centre using the Send or Share feature of your Apple or Android device.
• You to scan and upload documents using the camera on your mobile device.
• You to send documents to others by using document links, rather than using less-secure email attachments. To send a document link, open the document and then press the Share button  (iOS)  (Android). Add the recipient’s email address, and then choose when the link will expire (optional) and add a password (optional). If you add a password, share it with the recipient so they can enter it after they receive the document link and click to open it. When you’re finished, press Send.
• When your accountant assembles documents or actionable items and sends them to Client Centre, these items appear as eSignature or Approval items on your Tasks screen To-Do list.
• As you complete each task, it moves to the Completed list in the Client Centre app and your accountant is notified.

Castletons Accountants