It would be nice to be able to rearrange the order of files once they have been uploaded into a folder. You must upload the files in the exact order that you want them to appear within the file. I have not been able to find a way to make adjustments after the fact.
Possibly the worst app ever. When it works it is ok. However I went months not able to upload documents to my accountant because I would get errors telling me I was using unacceptable characters which I was not. Prior to that I would be able to load a few things and then it wouldn’t work. I would have to delete the app and then reload the app. Right now nothing will upload as it just spins and spins. Customer service is non-existent. They are of no help whatsoever. They don’t even want to try to help. The “customer service” staff should be let go to save the company money so they can put it back into the app and improve it so it continually works. Putting paper documents on a box and delivering Them to my accountant is more efficient and time saving for me than trying to deal with this app.
I can’t easily upload documents so had to email them to accountant. I could take picture of single page documents and upload those but had forms that were 2-14 pages. None of those show up in app even after submission. The name is unrepresentative of service it provides so I need to remember or look up password. What does the name even signify? Then, shouldn’t app have message section I can use to contact accountant while I’m in program. Hate this and prefer they dump it.
I can’t figure out how to use. My account mocks me
Is it ME? Is this app compatible with iPhones? Because I am unable to figure out how to scan a document and upload it. It scans. But when I hit upload I get swirling circle. What am I paying accountant for if I have to waste hours scanning but not uploading. Maybe he should hire someone to scan for me.
I’ve never had anything but problems with this app. From login issues to uploading documents, to organizing documents in a folder. You name it and there’s a problem. Technology has come too far for these simple tasks to work so poorly.
The organizer is total trash, locks up, esigning is hit or miss. No way to sort your docs on the mobile app. Randomly asking for passwords from my accountant but they don’t have any record or knowledge of why that suddenly started happening.
I spent 15 minutes uploading 60 pages. App crashed. Need to start again. Don’t upload to it. Take pics on your phone, gather them into a single PDF, then upload that way. And use the website.
I'm getting an error message that I'm using invalid characters in the file name, except that I'm not. When I change the file name to a single number, it says the original file I'm uploading doesn't exist. App is useless.
Frustrating because you can’t open different tabs in document using an ipad. I always have to go to a PC which is frustrating. Am going to change to different app unless this is fixed
I had folder setup by entity and now they are gone. I have documentation all jumbled together. What’s the point in setting up all the shared folders if the client can’t see them?!
Can’t upload anything. Accountant logs in as me and insists I can see folders that are NOT visible on the app. All around a giant pain in the butt because I had to mail everything to the accountant. Useless app.
Onvio Client Center provides secure anywhere, anytime access to all files shared between you and your tax and accounting firm. The Onvio Client Center app gives you access to existing documents, integration with iCloud and numerous other file-sharing systems, and allows you to scan and upload documents from your mobile device.
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