Aiwyn Client Engagement Automation

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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