G2 Vendor Directory

Onvio Firm Management

by Thomson Reuters

14

Reviews

3.7

Star rating

#11

Rank in Accounting Practice Management

Pros and cons

Pros

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

Cons

  • Learning Curve
  • Difficult Learning

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines for Onvio Firm Management.

Page views and citations · Onvio Firm Management

Source: G2 review data

Losing to

Based on reviewers of other products who said they switched from Onvio Firm Management.

Key stats

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21

Small Business

1

Adoption by company size

SegmentShare of reviews
Small Business53.8%
Mid-Market23.1%
Enterprise23.1%

Quarterly history

QuarterReviewsStar rating
2025 Q414.0
2026 Q315.0

Satisfaction ratings

Ease of Use7.9
Ease of Setup7.4
Quality of Support7.7
Meets Requirements8.4

What reviewers say

Fast and Secure for all Clients Files

5.0

“Everything i need to view or send is in one place for all of my clients. It fast when saving”

Bookkeeper

Effortless Data Sharing and Workflow Management with Onvio

4.0

“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 proce”

Human Resources Manager

Onvio review

3.5

“For its idea, this would be a great online practice manager, tax and online platform for accountants who are always out and about - you just need a good internet connection. It is set up quite well.”

Administrator