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You can add contacts as relationships to clients, such as spouses, legal representatives, and tax matters contacts. Certain relationships serve a specific purpose when selected and other relationships can only be used one time per contact.

Business clients do not have access to Onvio Center. You need to add a relationship with the contact who should have access to the client in Onvio Center.

What does "of" mean

When you select any relationship ending with "of", it means to set a relationship vice versa on another client. For example, if you list a client as the Preferred contact of a business, the client will show on the business as the Preferred contact. The client will be able to see shared folders from the business, but the business cannot see anything from the client.

Relationships

The list of relationships available to select depends on the Entity type selected for the contact.

Shareholder of

• This relationship allows access to clients with the following entity types in Client Center.
  • C Corporation
  • S Corporation

Administrator of

• This relationship allows access to clients with the following entity types in Client Center.
  • Trust
  • Estate

Beneficiary of (Trust)

• This relationship allows access to clients with the following entity types in Client Center.
  • Trust
  • Estate

Beneficiary of (Sucesion Indivisa)

• This relationship allows access to clients with the following entity types in Client Center.
  • Trust
  • Estate

Concubino

Additional Contact

Additional Contact of

Tax Contact

• The Tax Return folder is shared when a return or organizer is sent.
• Client Center access is granted automatically when the organizer is sent.
• This relationship can only be used one time per contact.

Tax Contact of

• This relationship allows access to clients with the following entity types in Client Center.
  • Partnership
  • C Corporation
  • S Corporation
  • Trust
  • Estate
  • Limited Partnership
  • Limited Liability Partnership
  • Limited Liability Company
  • Exempt Organization
  • Private Foundation
  • Other
  • Sole Proprietorship

Contact for Billing

• When an invoice or statement is sent via email, the email goes to the Billing Contact.  If a billing contact is not setup it will send to the primary contact.  
• The Billing Contact's address is listed on the invoice and statements.
• This relationship can only be used one time per contact.

Contact for Billing of

• This relationship allows access to clients with the following entity types in Client Center.
  • Partnership
  • C Corporation
  • S Corporation
  • Trust
  • Estate
  • Limited Partnership
  • Limited Liability Partnership
  • Limited Liability Company
  • Exempt Organization
  • Private Foundation
  • Other
  • Sole Proprietorship

Primary Contact

• If a client does not have a billing contact, then invoices and statements are sent to the primary contact when sent via email.
• The Primary Contact's address is listed on the invoice and statements.

Main Contact of

Spouse

• This relationship can only be used one time per contact.

Director

Director of

• This relationship allows access to clients with the following entity types in Client Center.
  • C Corporation
  • S Corporation

Donor

Trustee of

• • This relationship allows access to clients with the following entity types in Client Center.
    • Trust

Officer of

Founder of Trust

Child

Investor of

Dad

Participant of

President of

Owner

Owner of

• • • This relationship allows access to clients with the following entity types in Client Center.
      • Sole Proprietorship

Represenative of

Legal representative

Legal representative of

• • • This relationship allows access to clients with the following entity types in Client Center.
      • Partnership
      • C Corporation
      • S Corporation
      • Trust
      • Estate
      • Limited Partnership
      • Limited Liability Partnership
      • Limited Liability Company
      • Exempt Organization
      • Private Foundation
      • Other
      • Sole Proprietorship

Partner of

Managing Partner of

Add a relationship

Edit a relationship

Delete a relationship