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  1. Firm Help Center
  2. Implementation & Integration

Implementation & Integration

  • IT Implementation Checklist
  • Marketing & Communication Guide
  • SSO Configuration
  • Email Configuration

IT Implementation Checklist

  • IT implementation checklist
  • What additional IT tasks are required for CCH Axcess?
  • What additional IT tasks are required for PracticeCS?
  • What additional IT tasks are required for Star?

Marketing & Communication Guide

  • Aiwyn Payments Marketing & Communications
  • Aiwyn Engagements Marketing & Communications
  • Best Practice: Why online payments through Aiwyn are safer than checks
  • Getting more client emails
  • Best Practice: Charging Credit Card Processing Fees

SSO Configuration

  • How do I add Aiwyn to my SSO environment?
  • How do I configure ADFS for single sign-on with Aiwyn?
  • How do I configure Azure for single sign-on with Aiwyn?
  • How do I configure Okta for single sign-on with Aiwyn?
  • How do I configure Google Workplace for single sign-on with Aiwyn?
  • How do I configure Duo for single sign-on with Aiwyn?
See all 7 articles

Email Configuration

  • How do I add DKIM, return path, and DMARC DNS records for Aiwyn?
  • How do I whitelist Aiwyn email sender IP ranges and bypass anti-spoofing?
  • How do I create a mail rule to route invoice emails to Aiwyn?
  • How do I create a Gmail mail rule to route emails to Aiwyn?
  • How do I configure PracticeEngine (cloud) to connect and send invoices through Aiwyn?
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