Aiwyn Client Engagement Automation

Additional features

Aiwyn Payments

Accelerates payment collection and transforms billing into a revenue-generating asset for the firm.

Aiwyn Practice

A component of their complete platform designed for managing firm operations (details not fully expanded in provided text).

Aiwyn Experience (Client Portal)

A unified, consistent digital hub for clients to interact with the firm, centralizing engagement letters, document sharing, messaging, invoicing, and payments.

Aiwyn Tax

A component of their complete platform specifically addressing tax-related processes (details not fully expanded in provided text).

Payments Automation

Automates the payment process to enhance efficiency and accelerate cash flow.

Engagement Letter Creation & Management

Streamlines the entire lifecycle of engagement letters, from template-based creation with dynamic client data autofill to automated reminders and optional integrated payment setup upon signature.

Batch Engagement Letter Creation

Enables the efficient generation of multiple engagement letters for similar services, saving significant time.

Optional Engagement Letter Payment Setup

Allows firms to integrate payment requirements, including autopay, directly into the engagement letter process, ensuring payment at the time of signature.

Automated Engagement Letter Reminders

Sends automatic follow-up reminders every three days until an engagement letter is signed, reducing manual chasing.

Unified Client Portal Hub

Acts as a single, consistent entry point for clients, consolidating all firm-client interactions and eliminating the need for multiple logins.

Firm-Wide Service Line Support (Client Portal)

The client portal is built to support all service lines within the firm, ensuring a consistent experience regardless of the client's needs.

Consistent User Experience (Client Portal)

Provides a uniform look and feel across all teams and service lines within the firm's client interactions.

Integration of External Portals (Client Portal)

Allows for the centralization of portals from other tools into a single, cohesive view for both firm employees and clients.

Request Lists

Provides a structured and organized way to manage tasks and document requests, offering clarity and accountability for both the firm and the client.

Clear Visibility into Document Level Specifics (Request Lists)

Offers detailed insight into individual documents within a request list, ensuring clarity on what is needed.

Integration into Project Templates (Request Lists)

Allows request lists to be embedded within project templates, standardizing and streamlining the initiation of new engagements.

Automated Reminders (Request Lists)

Sends automatic reminders for outstanding items within request lists to both firm and client users.

Real-Time Status Updates (Request Lists)

Provides instant updates on the progress and status of requests, ensuring everyone is aware of the current state.

Service Line Agnostic (Request Lists)

Flexible enough to handle both simple requests across various service lines and highly complex engagements.

Connected Ecosystem / Integrations

Provides the flexibility to integrate with leading accounting firm technology, enabling data sharing and streamlined workflows across different tools.

Data Unlocking

Leverages integrations to unlock the power of firm data, facilitating smarter decision-making and improved insights.

Streamlined Work

Integrations help to automate and streamline workflows, reducing manual effort and increasing efficiency.

Firm-Wide Visibility

Provides a consolidated view of operations and client interactions across the entire firm, improving oversight and coordination