Relationships

You can add contacts as relationships to clients, such as spouses, legal representatives, and tax matters contacts. Certain relationships serve a specific purpose when selected and other relationships can only be used one time per contact.

Business clients do not have access to Onvio Centre. You need to add a relationship with the contact who should have access to the client in Onvio Centre.

What does "of" mean

When you select any relationship ending with "of", it means to set a relationship vice versa on another client. For example, if you list a client as the Preferred contact of a business, the client will show on the business as the Preferred contact. The client will be able to see shared folders from the business, but the business cannot see anything from the client.

Relationships

The list of relationships available to select depends on the Entity type selected for the contact.

Additional Contact

Additional Contact of

Administrator of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Trust
    • Estate

Bank

Beneficiary of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Trust
    • Estate

Billing Contact

  • When an invoice or statement is sent via email, the email goes to the Billing Contact.  If a billing contact is not setup it will send to the primary contact.  
  • The Billing Contact's address is listed on the invoice and statements.
  • This relationship can only be used one time per contact.

Billing Contact of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship

Bookkeeper

Bookkeeper of

Chairman of

Chief Executive Office of

Child

Civil Partner

  • This relationship can only be used one time per contact.

Common Law Partner

  • This relationship can only be used one time per contact.

Designated Member of

Director of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • C Corporation
    • S Corporation

Estate

Executor of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Trust

General Partner of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Limited Partnership

Govenor of

Landlord of

Legal representative

Legal representative of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship

Limited Partner of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Limited Partnership

Member of (LLC)

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Limited Liability Company

Member of (LLP)

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Limited Liability Partnership

Owner of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Sole Proprietorship

Parent

Partner of

Person with Significant Control of

Preferred Contact

  • This relationship can only be used one time per contact.

Preferred Contact of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship

Primary Contact

  • If a client does not have a billing contact, then invoices and statements are sent to the primary contact when sent via email.
  • The Primary Contact's address is listed on the invoice and statements.

Note: The primary contact cannot be set as a relationship. This information is entered on the general tab when you edit a contact.

Secretary of

Secretary of (Charity)

Settlor of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Trust
    • Estate

Shareholder of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • C Corporation
    • S Corporation

Spouse

  • This relationship can only be used one time per contact.

Tax Matters Contact

  • The Tax Return folder is shared when a return or organizer is sent.
  • Client Centre access is granted automatically when the organizer is sent.
  • This relationship can only be used one time per contact.

Tax Matters Contact of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Partnership
    • C Corporation
    • S Corporation
    • Trust
    • Estate
    • Limited Partnership
    • Limited Liability Partnership
    • Limited Liability Company
    • Exempt Organization
    • Private Foundation
    • Other
    • Sole Proprietorship

Trustee of

  • This relationship allows access to clients with the following entity types in Client Centre.
    • Trust

Trustee of (Charity)


Contact us

Was this article helpful?