Software Assistant – 2025 Tax Webinar

How to setup Onvio and get started.

This course will provide you with an overview of how to locate and manage content available in the XYZ Model Financial Accounts publications in the Checkpoint research tool.

This brief video demonstrates how to access and utilise the XYZ Model Financial Account product suite online, which is located in Checkpoint, Thomson Reuters online research service. Viewers will learn how to browse and search their online subscription, along with how to annotate, bookmark and export key content.

The following video is designed to guide you through configuring & setting up Onvio Tax for first time use. During the video, the presenter will reference the 'Getting Started with Onvio Tax' guide as well as the 'PLS Setup Guide'. Both files are available for you to download, print and reference throughout the video.

Watch this eLearning video to help guide you with migrating your 'Clients from Software Assistant to Onvio

This session demonstrates the basic functionality of Checkpoint, enabling the new or infrequent user to navigate and research effectively.

This course will provide you with an overview of the core skills required to generate financial reports including loading and mapping financial data and personalising the report template.