G2

Sandi T.

Human Resources Manager

Small-Business (50 or fewer emp.)

11/25/2025

"Effortless Data Sharing and Workflow Management with Onvio"

4/5

What do you like best about Onvio Firm Management?

What I like best is the amount of data and information that can be stored and shared within Onvio. You can upload documents and other members of staff can access and process them. You can set up projects / tasks that can be assigned to staff and a work flow can be set up to process in our case Tax returns. Review collected by and hosted on G2.com.

What do you dislike about Onvio Firm Management?

I would say that naviagting and learning the platform is a challenge at first but as you use it it becomes easier. Using it on a daily basis allows you to learn the platform and take advantage of all of the features0 Review collected by and hosted on G2.com.

What problems is Onvio Firm Management solving and how is that benefiting you?

Project and document management are made easier by having all documents stored in a single location, accessible to all necessary staff. This setup also allows for assigning tasks to each team member efficiently. The ablity to upload documentss and store them is a great beenfit as well. Review collected by and hosted on G2.com.