Our New & Improved Onvio Client Portal
Secure online access to your tax documents and file sharing with Jamison & Associates, CPAs.
What is the Onvio Client Portal?
Jamison & Associates, CPAs has rolled out the Onvio Client Portal as our new secure portal for all clients. Each client receives an email invitation from Onvio to register their account. Once registered, you can use the portal to send us your tax documents and we will use it to send you electronic copies of your returns, as well as store our own documents.
How it works
Watch for your email invitation
Each client receives a secure email from Onvio inviting you to register your account.
Create your login
Follow the link in the email to set your password and sign in to the Onvio Client Portal.
Upload your documents
Use the portal to send us your tax documents securely at any time.
Access your returns
We use Onvio to deliver electronic copies of your returns and store key documents.
Watch the Onvio Client Portal video
Thomson Reuters provides a short video that walks you through registering and using your Onvio Client Portal.
When you are ready to sign in, use the button at the top of this page or the link below to open the portal in a new tab.
Already using Onvio?
If you already have an Onvio login, you can use the Log In to Onvio Client Portal button at the top of this page to go straight to the sign in screen.
Transition from ShareFile
We are transitioning from ShareFile to Onvio. ShareFile will remain available for a period of time while we migrate its contents, but all new document uploads and deliveries will take place in Onvio going forward. If you are unsure which system to use, please start with Onvio or contact our office.
Need help getting started?
If you have questions about your invitation email, logging in, or accessing documents, please contact our office and we will be glad to assist you.