[[Cannot determine market]]

Onvio mobile apps are available as free downloads for Apple and Android devices. They offer you and your clients on-the-go access to your firm's Onvio services and content. You can locate all Onvio mobile apps in the App Store or in the Google Play store by searching on Onvio.

Onvio Documents staff mobile app

The Onvio Documents mobile app provides you and your staff with access to documents. It allows you to do the following.

• Edit files from within the Onvio Documents mobile app in the files' native Microsoft programs, such as Excel.
• Save documents from other apps to the Documents area using the Send or Share feature of your Apple or Android device.
• Scan and upload documents using the camera on your mobile device.
• Send documents directly from your device to other parties, such as banks, clients, and financial advisors.
• View all documents that are available to you, in the Documents area.

Client Center mobile app

The Client Center mobile app enables your clients to do the following.

• Edit files from within the Client Center mobile app in the files' native Microsoft programs, such as Excel.
• Save documents from other apps to Client Center using the Send or Share feature of their Apple or Android device.
• Scan and upload documents using the cameras on their mobile devices.
• Send documents directly from their devices to other parties, such as banks, clients, and financial advisors.
• View in real-time the documents you've shared with them through the Onvio mobile app or through Onvio applications.

Perform tasks generated in UltraTax CS

E-sign tasks

• When your firm assembles documents or actionable items and sends them to Client Center, these items appear as E-Sign Documents on the client's to-do list.
• As they complete each E-sign task, your firm is notified.