Video: Introduction to Client Centre
Watch the video (13 minutes) to learn how to do the following tasks in Onvio Client Centre.
- Register and log in.
- Edit your profile to reset your password, change your account details, and set up Multi-Factor Authentication.
- Complete a Sign Documents task from your accountant.
- View and securely upload documents.
For written instructions on how to carry out these tasks, read the Introduction to Onvio Client Centre Customer Guide (PDF).
Note: As a security measure, your Onvio password expires after 3 months and the login screen will prompt you to reset it.
Video: Client Centre mobile app
Watch the video (3 minutes) to learn how to:
- Install the Onvio Client Centre app
- Navigate the app
- Complete a task
- Upload a document
- Manage your account