4 Letter Words
This verb is the first step you need to take in order to drop a document into a clients folder.
What is drag?
When printing a tax return from UltraTax, this folder will automatically create in the Documents area.
What is tax return?
On April 28, 2022 Thomson Reuters started requiring firms to download Dynamsoft to be able to do this in Onvio.
What is scanning?
This document sharing role for a contact of a client originates from a french word meaning "to see again".
What is reviewer?
A Rootworks recommendation is to turn many of these off so firms do not annoy their clients.
What is notifications?
Make sure to add this when configuring firm settings and Onvio site settings.
What is logo?
In order for a firm to give staff permission to access Onvio, they will first need to create this.
What is a permission group?
A firm will select this tab in the documents area to see what date they sent a document request.
What is communications or communications tab?
This feature when working on a document in a clients folder is Latin for "noted down".
What is annotate?
This Document function, in the Manage drop-down, allows firms to easily recreate sub-folders.
What is copy?
Onvio Link is a tool that allows you to open documents, make changes, and do this back to Onvio.
What is sync?
An individual client will upload their supporting tax documents to this centralized portal in Onvio.
What is Client Center?
Starting August 13, 2022, this became required of clients when logging into their Client Center portal.
What is two-step verification?
Many firms request that their software does this with one another, a word that was first recorded in 1630 meaning "to renew, restore".
What is integrate?
What is client ID?