onity

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onity is the client portal of your accounting firm

By ONITY LLC · Productivity

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In short

onity is a client portal for accounting firms, used by clients and staff of firms that work on the onity platform. Clients can track service limits, tax deadlines, tasks, and documents, while accountants manage client lists and task statuses from their phone. Accounts are created by the firm, and the app notes that data stays separate for each firm and is stored on servers in the European Union.

Summary by Debuts, based on the App Store listing.

About

onity is the client portal of your accounting firm. The app is for clients and staff of accounting firms that work on the onity platform.

FOR CLIENTS • Your monthly service package limits: transactions, consulting hours, employees on payroll • Upcoming tax deadlines and what has already been filed • Tasks from your accountant, with the discussion right inside each task • Documents: take a photo or upload a file — your accountant gets it instantly • A monthly report of what your accountant did for you • An assistant that answers common questions

FOR ACCOUNTANTS AND FIRM ADMINISTRATORS • All clients in one list: tasks, documents, limits • Update task statuses, reply to comments and review documents from your phone • Ready-made email templates for clients

SECURITY • Password and Face ID sign-in • Two-factor authentication: an authenticator app or a code by email • Each firm’s data is kept separate; servers in the European Union

Your account is created by your accounting firm — ask them to send you access. Languages: Ukrainian, English, Russian.

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