Importing clients to Onvio Tax from Software Assistant

Ensure you have the export file (*.zip) from Software Assistant ready

  1. Click hamburger.png and select Onvio Tax.
  2. Click Import and a window will pop-up and click Next.PNG
  3. Click browse_for_file.png or drag the export file into the window
  4. Click Done.PNG
  5. A notification will be received with the link to "See all clients" once the client profiles are imported.
NOTE: Tax Return, Documents, Ledger are currently not yet supported