Onvio current information and alerts

• Onvio Link

  Modified Date: 5/02/25

  • There was an update to Onvio Link overnight. Due to the update, you will be required to log back into Onvio Link when first launching Virtual Office. If you are not licensed for Onvio you can close the dialog box, and it should not come up again.

• Onvio Reports

  Modified Date: 3/31/25

  • This issue has been resolved, you can now generate reports as expected.

• Notice

  Modified Date: 2/28/25

  • We have received reports of phishing emails threatening account blockages or requiring users to install essential product updates or plugins, with fraudulent links for recipients to click within the email. These emails appear to be from Thomson Reuters, but they are not legitimate and are not from Thomson Reuters.
  • Click the link here for more information:
    Security Notice: Beware of Phishing, Product Update, and Plugin Scams

• Onvio Documents

  Modified Date: 2/24/25

  • Update: This issue was resolved on Thursday, March 20, 2025. This will be fixed for any new files but, for existing files that are in this state, you will need to perform the workaround.
  • Workaround: Rename the file extension from .png/.jpeg to .pdf and they will preview without the error.

• 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: 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.