Securely upload documents by clicking on Client Center

The Client Center mobile app is available as a free download for Apple and Android devices. The app offers you on-the-go access to your Client Center documents and tasks.

To locate the Client Center mobile app in the App Store or Google Play store, search for Onvio Client Center.

The Client Center mobile app allows you to do the following.

• Save documents from other apps to Client Center using the Send or Share feature of your Apple or Android device.
• Scan and upload documents using the camera on your mobile device.
• Send documents to others by using document links, rather than using less-secure email attachments. To send a document link, open the document and then press the Share button (iOS) (Android). Add the recipient's email address, and then choose when the link will expire (optional) and add a password (optional). If you add a password, share it with the recipient so they can enter it after they receive the document link and click to open it. When you're finished, press Send.