List of Thomson Reuters Onvio Customers
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Since 2010, our global team of researchers has been studying Thomson Reuters Onvio customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Thomson Reuters Onvio for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Thomson Reuters Onvio for ERP Financial include: Shaynaco US, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, ESP Financial, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, PenCoast Tax Services, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Thomson Reuters Onvio, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Thomson Reuters Onvio customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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ESP Financial | Professional Services | 10 | $1M | United States | Thomson Reuters | Thomson Reuters Onvio | ERP Financial | 2018 | n/a | In 2018, ESP Financial implemented Thomson Reuters Onvio. ESP Financial (US) deployed Thomson Reuters Onvio as an ERP Financial application to streamline tax preparation workflows and client document exchange across the firm. Deployment focused on Onvio Firm Management modules with an operational configuration that centralized client portals, document management, and task routing for small-firm tax operations. Integration between Thomson Reuters Onvio and UltraTax was implemented to automate tax return data flow and reconcile tax and finance processes, enabling end-to-end preparation and review workflows. Operational scope covered firm-level tax and finance functions for the 10-employee professional services firm, supporting client-facing intake, secure document exchange, and internal review cycles. Governance emphasized workflow standardization and consolidated document controls, and the firm reported that the seamless integration between Onvio and UltraTax freed time for client work. | |
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PenCoast Tax Services | Professional Services | 10 | $1M | United States | Thomson Reuters | Thomson Reuters Onvio | ERP Financial | 2017 | n/a | In July 2017, PenCoast Tax Services implemented Thomson Reuters Onvio, deploying the Onvio Client Center and mobile Documents modules to collect source documents via mobile apps and improve client collaboration. PenCoast Tax Services is a United States professional services firm with 10 employees, and this ERP Financial implementation supported the firm moving toward a remote practice and enabled it to take on roughly 150 additional clients. The implementation configured Client Center as the firm’s client portal and the Documents mobile app as the primary capture channel, centralizing document management and client communications. Configuration work focused on portal-driven client intake, secure document upload and storage, and workflow routing from intake to tax preparers, reflecting common ERP Financial document management and client collaboration capabilities. Operational coverage was across the firm’s tax and client services workflows, shifting client onboarding and collaboration onto the Onvio platform and establishing the Client Center as the primary client interaction point. Business functions impacted included client onboarding, document intake and management, and coordination of tax preparation workstreams. Rollout occurred in July 2017 with phased staff adoption and firm-wide use of the mobile Documents app to enable remote collection of source documents, as documented in the Accounting Today case study. The explicit outcomes reported were capacity to accept roughly 150 additional clients and progress toward a remote practice using Thomson Reuters Onvio. | |
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Shaynaco US | Professional Services | 10 | $1M | United States | Thomson Reuters | Thomson Reuters Onvio | ERP Financial | 2015 | n/a | In 2015, Shaynaco US implemented Thomson Reuters Onvio to support cloud-native firm management, client portals and document collaboration. Thomson Reuters Onvio is deployed as the firm’s ERP Financial application, consolidating practice management and document workflow capabilities for a small professional services firm of approximately 10 employees. Module usage including Onvio Firm Management, Client Center and Documents is inferred from vendor testimonials and Shayna Chapman’s role as an Onvio product partner at launch, and these modules were configured to enable client portal access, collaborative document management and mobile remote access. Configuration emphasized cloud-native SaaS architecture with role based access controls, document versioning and client facing portals to support external collaboration and internal practice management workflows. Operational scope covered firm management and client engagement workflows across the entire organization, supporting administrative and client service functions. Governance centered on centralized user provisioning and document governance to manage client data and remote access, and the rollout prioritized mobility and remote access improvements as primary operational outcomes. |
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