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Client Portal
Introduction to Client Centre
Watch the video (13 minutes) to learn how to do the following tasks in Onvio Client Centre
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Register and log in
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Edit your profile to reset your password, change your account details, and set up Multi-Factor Authentication
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Complete a Sign Documents task from your accountant
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View and securely upload documents
Alternatively, for written instructions on how to carry out these taks and more, read or search the guide below
FAQs
How do I change my password?
You can change your password for security reasons or reset it if you forget it
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To reset your password, select the 'Reset Password' link in the log in screen above and follow directions.
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To change your password, log in and click on your profile in the top right corner, from here select 'View Profile' then 'Password' and follow directions.
How do I update my email address?
If you change your email address you will need to update this on your profile as we are unable to do this on your behalf
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To change your email address please follow these steps:
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Log in using link above (use your current email address/username)
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Select your profile – top right hand corner
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Select ‘View profile’
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Update email address and ‘save’
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