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Making Tax Time Easier with Secure Document Sharing

In today’s digital world, technology plays a key role in simplifying the tax preparation process. By using secure tools to share documents and communicate with your accountant, you can help ensure your tax return is prepared accurately, efficiently, and on time.

At Accavallo & Company, we encourage clients to take advantage of our secure Onvio Client Portal, which is designed to make document sharing and access to tax returns easy and safe.

Why Secure Document Sharing Matters

Tax documents contain highly sensitive personal and financial information. Sending these items through regular email or unsecured file-sharing platforms can put your data at risk. Using a secure portal protects your information while also streamlining communication between you and our team.

Secure technology allows us to:

  • Safeguard confidential information

  • Reduce the risk of lost or incomplete documents

  • Minimize back-and-forth emails

  • Speed up the tax preparation and review process

 

How the Onvio Client Portal Helps

The Onvio Client Portal is a secure, encrypted platform that allows you to work with our team all in one place. Through the portal, you can:

  • Upload tax documents securely (W-2s, 1099s, K-1s, receipts, and more)

  • View and download your completed tax return once it’s ready

  • Exchange messages and documents without relying on email

  • Access your information anytime, from anywhere

Using the portal helps keep everything organized and ensures nothing gets overlooked during tax season.

Providing Secure Access to Financial Accounts

In some cases, providing your accountant with view-only access to certain online accounts—such as bank accounts, payroll platforms, or bookkeeping software—can greatly improve accuracy and efficiency.

Secure access allows our team to:

  • Verify balances and transactions directly from the source

  • Reduce errors caused by missing or outdated information

  • Reconcile accounts more efficiently

  • Minimize follow-up requests and delays

 

Whenever possible, we recommend granting read-only or accountant-level access rather than sharing passwords. Many banks and financial platforms allow you to add an accountant or trusted advisor with limited permissions, ensuring your information remains protected.

If direct access is not available, credentials should never be sent via email. Our team can guide you on the safest way to share access or documentation through the Onvio Client Portal. Providing timely access to necessary financial information helps us deliver a smoother tax preparation process and more accurate results.

Best Practices for Sharing Your Tax Information

To get the most out of the portal and help us serve you efficiently, we recommend:

  • Uploading documents as soon as they become available

  • Submitting everything you have, even if you’re still waiting on a few items

  • Clearly labeling documents when possible

  • Avoiding sending sensitive documents via email

These steps help us begin your return promptly and reduce delays.

How to Get Started

If you’re not yet registered for the Onvio Client Portal, getting started is easy. Simply email [email protected], and our team will assist you with registration and access.

Once registered, you’ll have a secure, centralized place to manage your tax documents, safely share account access, and receive your completed return with confidence.

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CHRISTINA IMPERIOLI

Supervisor, CPA

Christina Imperioli is a Supervisor at Accavallo & Company, LLC, where she specializes in the preparation and review of individual and business tax returns across a variety of industries. With a focus on accuracy, client service, and technical expertise, she plays a key role in helping clients navigate complex tax matters.

She began her career as a Staff Accountant at The Innovative CPA Group, quickly rising through the ranks to Senior Accountant and ultimately Supervisor, demonstrating a strong commitment to professional growth and leadership.

Christina is a Certified Public Accountant and an active member of both the Connecticut Society of CPAs (CTCPA) and the American Institute of Certified Public Accountants (AICPA). She holds a Bachelor of Business Administration in Financial Accounting from Western Connecticut State University.

Throughout her career, she has worked with clients in the real estate, construction, and retail sectors, bringing valuable insight and industry-specific knowledge to every engagement.

Outside of work, she enjoys traveling with her husband and son, spending time with her three dogs—two rescues named Cole and Indigo, and a Brussels Griffon named Louie—and exploring local bookstores. Christina is a passionate reader and podcast enthusiast, she often listens to new episodes during her daily commute.

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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC.  Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.

Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems.  She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.    

Sherri’s experience includes working with companies and organizations in a variety of industries including:

  • Investment Trusts

  • DAPT and Family Investment Partnerships

  • Estate and Probate Administration

  • E-Commerce

  • Manufacturing

  • Construction

  • Real Estate Investment

  • Marketing and Service-based industries

In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.