Welcome to the Jodee Paape & Associates, LLC Secure File Transfer area. You can use our Secure File Transfer to upload or download private, encrypted files that may be too large for email, or require more security than email, such as financial records. Below are the instructions on how to register for and use the file transfer system.
If you are an existing client and we have your email address, you have been set up with an Onvio Client Center account. An email from "Onvio Support" was sent to you with instructions to register your account and establish a password. Once your account is registered, you may use the links on our website to access your portal. If you deleted the email and need a new one sent to you, please contact our office for assistance.
Click the "Click Here to be Directed to our New Portal" link from the right side of any page on our website. You will need to provide your username (email address) and your password and click the "log in" button.
Once you are logged in you can upload a file to us by clicking the appropriate tax year folder, followed by the folder named "Information you want to send to us". Within this folder, you can add more subfolders if needed. Click on the word "Upload" at the top of your folder. Browse to locate the file, select the file, and click on "open". This will upload the document to our portal. Once the upload is complete we will be notified with an email.
Once you are logged in, navigate to the appropriate folder and locate the document you wish to download. Click the name of the file you wish to download. This will open a new window showing a preview of the document. Click the word "Download" at the top of the screen, which will open the document on your computer. Select File>Save to save the document where you would like it, or simply view and close the document if you don't want it saved.
Onvio Client Center also has an app for using with your mobile device, allowing you to view, upload and download documents from your mobile device with ease. You can even use the camera on your device to take photos and immediately upload them to your portal. Search for the App called Onvio Client Center to download it to your mobile device.