Onvio current information and alerts

• Thomson Reuters Account

  Modified Date: 10/25/24

  • Update: This has been resolved. Previously, there was an intermittent issue with a third-party two-factor authentication method to send a code via text message when logging into your software using your Thomson Reuters Account. If you were experiencing this, it is no longer necessary to try another method on the screen that is asking you to verify your identity, and you can proceed with verifying via text message.

• Technical Support

  Modified Date: 10/24/24

  • Technical Support will close Monday, October 28, 2024, for Thomson Reuters Mental Health Day. Technical Support will reopen with normal business hours on Tuesday, October 29, 2024.
  • Please see Support Hours for normal business hours.

• Rightworks Support

  Modified Date: 05/22/24

  • If you are contacting Thomson Reuters for Rightworks Support, then please call 888-740-8850 to work with Rightworks directly.

• Onvio Advisory

  Modified Date: 05/20/24

  • Onvio Advisory will no longer be accessible after 5/31/24. There have been a few communications sent about this. One on May 6 and one the week after.
  • All information must be exported out of Onvio Advisory prior to 5/31/24. For help please refer to the following Help topics:
    Manage Documents and Folders
    Export Plan Data
    Calculators
  • If you need further assistance, please contact our support department at (800) 968-0600.

• • • Services affected: Onvio Link
    • Reported Date: 04/22/2022
    • We have identified an issue where a failure to open Documents in Onvio Link from Word and Excel is occurring. We will update this alert when we have more information. As a temporary workaround; you can update the document locally and re-upload it until a permanent resolution is made available.

We apologize for any inconvenience this may cause.

• • Services affected: UltraTax CS Integration
  • Reported Date: 03/5/2022
  • We have identified an issue where; in some cases the tax questionnaire cannot be uploaded. We are investigating a fix for this issue. We will update this alert once we have more information.

We apologize for any inconvenience this may cause.

• • Services affected: Onvio Notifications
  • Reported Date: 02/09/2022
  • We have received reports that some notifications are coming to staff member when a client uploads a document, but not all of them are coming through. We are investigating this and will update this alert when we have more information.

We apologize for any inconvenience this may cause.

• • Services affected: Onvio Migration from UltraTax CS
  • If you receive the error in UltraTax CS stating "A problem occurred during the migration. Please try again or contact support" then you may need your firm admin to update your permissions. You must be a full Admin in order to utilize the migration utility. Specifically you need to have the Systems Permission Group for "All Functionality and Non-Confidential Data" enabled for your staff login. Once added by a firm Admin then please logout and log back into Onvio for the change to enable. The permissions do not affect what you see in UltraTax, but do affect in Onvio. Then you should see the Migrations Option under: Setup | Utilities | Migrations. this will allow you to complete the migration from UltraTax CS and no longer receive the error.

• • Services affected: UltraTax CS Integration
  • Reported Date: 12/3/2021
  • When running the Onvio integration from UltraTax CS 2021 with a Foreign country code of "AA" Aruba (As an example) it causes Web request failed.
  • UltraTax uses IRS country codes that can be found on the IRS website
  • Onvio uses ISO country codes that can be found here

Workaround:The best option is to remove the foreign country code before the population and manually enter it into Onvio so it becomes the correct country.We will update this alert when more information is available.

We apologize for any inconvenience this may cause.

• Services affected: Documents - Recycle Bin
• Reported: 8/12/2021
• We have reports of some users being unable to access the Recycle Bin if a large amount of deleted records exist. We are aware of this issue but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information and apologize for any inconvenience.

• Services affected: Onvio Documents
• Reported: 01/29/2021
• Printing from Virtual Office UltraTax CS 2020 to Onvio does not bring up the Confirm Documents window - It is currently necessary to open Onvio Link on Virtual Office before UltraTax CS 2020 in order to have the Confirm Documents window when printing from UltraTax CS 2020 to Onvio. If Onvio Link is not opened prior to UltraTax CS 2020, then the document will automatically upload with the original name.