Ignition and Thomson Reuters Onvio Firm Management integration powers complete client lifecycle automation for accounting firms
Integration delivers a unified client lifecycle solution to drive efficiency for accounting firms, from client engagement and onboarding to billing and payment
San Francisco, CA, November 3rd — Ignition, the recurring revenue and billing automation platform for firms and agencies, today announced its integration with Onvio Firm Management, which will be showcased at the Thomson Reuters SYNERGY conference. The new integration enables U.S. accounting firms to automate their entire client engagement lifecycle, improving efficiency, reducing accounts receivable and optimizing revenue.
“Ignition’s integration with Onvio Firm Management is a game changer for accounting firms bogged down by manual processes,” said Greg Strickland, CEO of Ignition. “By automating the entire client engagement, onboarding, billing and payments process, firms can focus on delivering great client experiences and improving profitability."
By combining Ignition’s engagement, billing, and collections capabilities with Onvio’s document management, project management, and client collaboration tools, firms gain a seamless and unified solution to manage the entire client lifecycle.
Benefits of the integration include:
- Streamlined client engagements: Import Onvio clients into Ignition to send bulk proposals and engagement letters.
- Accelerated client onboarding: Automatically trigger projects in Onvio once Ignition proposals are accepted.
- Simplified billing: Auto-create and reconcile invoices in Onvio based on agreed billing and payment schedules within Ignition.
- Reduced accounts receivable: Collect client payment details upfront via Ignition proposals and automate collections.
This new integration builds on Ignition’s existing partnership with Thomson Reuters to help firms in their advisory transition through Practice Forward. Ignition also supports data imports from Practice CS and UltraTax CS to help firms streamline client engagements.
Ignition will showcase the new integration at SYNERGY on Thursday, November 6th as part of a dedicated session: Building an End-to-End Workflow: Ignition + Onvio.
To learn more about how Ignition and Onvio Firm Management work together to drive firm efficiency, visit: https://www.ignitionapp.com/integrations
About Ignition
Founded in 2013, Ignition is the recurring revenue and billing automation platform for firms and agencies to transform their sales, billing and payment processes. Ignition automates proposals, invoicing, payments and workflows in a single platform, empowering 8,000+ businesses to sell, bill and get paid for their services with ease. To date, Ignition customers have managed relationships with over 1.9 million clients and earned $9b in revenue via the platform. Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.