Onvio Firm Management
Accounting practice management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$2,350 CAD per year
Free Trial
Free version unavailable
Small
Medium
Large
- Real estate and property management
- Professional services (engineering, legal, consulting, etc.)
- Education and training
What is Onvio Firm Management
Onvio Firm Management is a cloud-based practice management application for accounting and tax firms to manage client work, staff assignments, time and billing, and firm-level reporting. It supports workflow tracking and due-date management across engagements and can be used alongside other tax and accounting tools in the Thomson Reuters ecosystem. The product targets small to mid-sized firms that want centralized visibility into jobs, WIP, and staff capacity.
Workflow and due-date tracking
The product provides job tracking with status, assignments, and due dates to help firms manage recurring compliance work. It supports standardized processes across staff and engagements, which can reduce reliance on ad-hoc spreadsheets. Firm leaders can use dashboards and reports to monitor progress and bottlenecks across the practice.
Time, billing, and WIP visibility
Onvio Firm Management includes time capture and billing features designed for professional services firms. It supports monitoring work in progress and realization to help partners manage profitability and cash flow. This aligns with common practice-management needs where time, billing, and job status must be reviewed together.
Ecosystem alignment with Thomson Reuters
As part of the Thomson Reuters portfolio, it is commonly deployed in firms that standardize on that vendor for tax and related research/compliance tools. This can simplify vendor management and reduce integration complexity compared with stitching together multiple unrelated systems. Firms already using Thomson Reuters products may benefit from shared identity, support channels, and product roadmap alignment.
Best fit for TR-centric firms
Firms that use a mix of non-Thomson Reuters tax, document, or bookkeeping tools may find the overall experience less cohesive. Some integrations and workflows are optimized for the Thomson Reuters ecosystem rather than broad, open connectivity. This can increase the effort required to maintain end-to-end processes across third-party apps.
Limited document-centric collaboration
Compared with solutions that emphasize client portals, document management, and in-document collaboration as the core workflow, Onvio Firm Management is more centered on practice operations (jobs, time, billing). Firms that need advanced document automation, e-signature-first processes, or deep file-centric workflows may require additional products. This can add cost and administrative overhead.
Configuration and change management effort
Implementing standardized workflows, templates, and reporting typically requires upfront configuration and internal process alignment. Firms migrating from legacy practice management systems may need data cleanup and mapping for clients, jobs, and billing structures. Ongoing success often depends on consistent staff adoption of time entry and status updates.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Onvio Firm Management Essentials | $2,350 CAD per year (base fee includes 1 user); additional users $135 CAD per year each | Includes document management, client portals, time & billing; very light project tracking. Example: 3-user annual = $2,350 + $135 + $135 = $2,620 (as shown on vendor site). |
| Onvio Firm Management Advanced | $4,200 CAD per year (base fee includes 1 user); additional users $200 CAD per year each | Includes all Essentials features plus full project tracking and easy project status tracking. Example: 3-user annual = $4,200 + $200 + $200 = $4,600 (as shown on vendor site). |
Seller details
Thomson Reuters
Toronto, Ontario, Canada
1851
Public
https://www.thomsonreuters.com/
https://x.com/thomsonreuters
https://www.linkedin.com/company/thomson-reuters/
