Onvio Client Portal + The RTS App!

Jan 8, 2019

MADE WITH YOU IN MIND

We’ve listened to your feedback, learned a lot, and made adjustments in the process. This year we’re rolling out a new and improved Client Portal experience. Together with Onvio, we have simplified how you can upload and access your documents with us.

Not only is the desktop experience more user friendly, but you can now share, upload and access your documents on the go with the new Onvio/RTS Mobile App!

Please take a second to view the infographics we’ve provided for help with getting started!

LET’S TALK ABOUT THE APP!

We are very excited to introduce The Rossman Tax Service Client Portal App. We have partnered with Onvio to allow us to better communicate with our clients. In the Registration E- Mail you received you will find instructions on how to download the App to your smartphone or tablet.
Once you’ve downloaded the app you will discover it offers convenient and secure technology where you can scan, upload and manage your tax documents. Delivering you documents to us has never been so easy.

For more detailed instructions on how to Access & Upload Mobile documents visit: https://rossmantax.com/ONVIOrts.pdf

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Should you need help accessing a prior year Tax Return please contact our office at (631)473-2022

Have Questions? We can help.

If you need to make an appointment, please call our office at 631-473-2022.
Appointments cannot be made through the Contact Us form.

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