Share information with your accountant
If your accountant uses Onvio, you can share the information you maintain in OnBalance with your accountant to help them track your information for tax and accounting purposes.
When your accountant invites you to connect with them, click the Register Now link in the email invitation, and then do one of the following.
- If you do not have an OnBalance account, complete the required information to create an account.
- If you already have an OnBalance account, click Login and log in to your account.
You can confirm your connection with your accountant in the My Account screen.
You will stay connected with your accountant until they disconnect the account.
The availability of some or all of these features depends on your OnBalance contract and/or configuration.