Secure Document SharingSecure Document Sharing

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Client Login – SafeSend

Secure File Transfer – One-time secure method for transmission of tax documents. Inbox monitored regularly by tax team.

 

Client Portal – Secure organized hub for managing all tax tasks including viewing and signing returns, and transmitting documents. All files maintained for a retention period of two years.

 

If you would like to register for the client portal please contact Sarah St. Pierre at sarah@sagebroadview.com

 

*Note – A Client portal is not required to receive, view and sign your tax returns.

Thomson Reuters/ONVIO

SAGEbroadview TAX Client Center Account

If you are new to ONVIO please see the easy-to-follow instructions here. 

 

They include:

 

  1. How to register & create your client center account
  2. How to add documents to Onvio
  3. How to view the documents we share with you
  4. How to handle items that require “action” on your part

 

Pro Tip: Consider downloading the Onvio Mobile App to easily scan and return authorizations.
The app can be found on the Apple Store and on the Google Play Store.

 

Please note that Danny Lester (danny@sagebroadview.com) is also available to assist you with using the Onvio Client Center Portal.