Clients of Rotherham Taylor will soon receive an invitation to join Onvio, our brand new client portal. Onvio will replace Virtual Cabinet as the way we share and receive information securely with our clients. We believe the new system will benefit you in many ways!

  • Two-way sharing of information, making it easier for you to upload documents like bank statements at the click of a button without worrying about the safety of the content.
  • Shared space to retain information for future reference, so you can store your tax returns and accounts in a secure space and access them whenever you need to.
  • Year-end tax return information requests become easier, as you’ll be able to enter details directly onto the checklist we send you, rather than collating data to send into the office.
  • Facility to electronically sign more documents, reducing the need for postal communications.
  • Accessible by an app as well as through the cloud, so you can access your documents wherever you are.
  • Reducing the amount of paper used will have the benefit of reducing our carbon footprint.

We understand that not everyone wants to communicate by paperless technology, and that’s okay! For those clients who prefer our existing methods of communication, they will remain in place. If you have any queries or concerns about the process, please don’t hesitate to contact Ian@rtaccountants.co.uk or Rebecca@rtaccountants.co.uk for more information or to discuss any impact the change will have on you.

To help you get started with Onvio, we’ve included a link to a guide that you may find useful:

We’re excited to introduce you to Onvio and believe it will make managing your accounts and tax even easier.