G2 Vendor Directory

Onvio Firm Management vs. Cone

A side-by-side comparison based on G2 review data.

MetricOnvio Firm Management

by Thomson Reuters

Cone

by Cone

Overall rating3.74.8
Review count1435
Ease of use7.99.4
Ease of setup7.49.2
Quality of support7.79.9
Meets requirements8.49.7
NPS21.42857191.428571
Small Business53.8%97.1%
Mid-Market23.1%2.9%
Enterprise23.1%0.0%
Total page views160988
Total LLM citations5011,326

Onvio Firm Management

Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored.

Pros

  • Secure Document Sharing
  • Task Management
  • Tax Management
  • Ease of Use

Cone

Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client

Pros

  • Ease of Use
  • Customer Support
  • Time-saving
  • Pricing
  • Efficiency
  • Proposal Management