Create a CS Web account to enable OnBalance data import

If you haven't created a CS Web account on our website, you may be unable to import a client's amounts from OnBalance into UltraTax CS. If this is the case, UltraTax CS will open a
Log In to Onvio
prompt when you select
Utilities
, then
OnBalance Import
. To resolve this problem, create a CS Web account and complete the security upgrade wizard.
  1. Close UltraTax CS.
  2. Ask your firm administrator to go to our website to Create a Web Account for you.
  3. When you have your CS Web account, complete the account registration process to set your password.
  4. After registering your account, open UltraTax CS and select
    Utilities
    , then
    OnBalance Import
    to begin the import process.
  5. Enter your new CS Web login and password in the
    Log in to Onvio
    window, which displays when you select
    OnBalance Import
    .
    Installation location
    Licensed for Onvio
    Licensed for NetFirm CS
    Login credentials for UltraTax CS
    Login credentials for exporting to OnBalance
    Desktop
    Yes
    Yes
    NetStaff CS
    Onvio
    Desktop
    Yes
    No
    Onvio
    No additional authorization required
    Desktop
    No
    Yes
    NetStaff CS
    CS Web
    Desktop
    No
    No
    CS Web
    No additional authorization required
    Virtual Office CS
    Yes
    Yes
    NetStaff CS
    Onvio
    Virtual Office CS
    No
    Yes
    NetStaff CS
    CS Web
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