Christa Mason

SummaryAiwyn Reports offer multiple avenues for identifying key performance indicators (KPI) across your firm operations. This article defines the available KPIs from Aiwyn Reports.Included in this...

SummaryThis article walks through completing the CCH Axcess contact conversion for your Aiwyn integration. You will be working directly with CCH to run the utility. There are three SQL queries to r...

SummaryDeltek Maconomy Cloud functions differently from other practice management systems in how it handles email delivery and data synchronization with Aiwyn. This article outlines the unique conf...

SummaryLaunching Aiwyn Engagements represents a key step in modernizing your client experience and internal operations. This guide provides your marketing and communications team with recommendatio...

SummaryThere are several different payment methods accepted within the Client Portal. This article outlines each of the accepted payment methods. Included in this article Credit card Debit card Goo...

SummaryThe previous chapters of this guide have focused on the workflows your firm and your clients experience when sending and responding to client requests. This chapter instead focuses on the da...

SummaryOnce the project is underway and a new Deliverable is available, send the Deliverable to the client contact from within the Aiwyn Firm Portal. The client contact receives a notification the ...

SummaryOnce a client has submitted a request, which could include more than one item, an email is sent to the firm Reviewer. The Reviewer can view the submitted items in the Aiwyn Firm Portal and c...

SummaryRequested items sent from the firm portal appear to the client contact assigned to the request(s) in the form of an email. The client contact can enter their Client Portal using a magic link...

SummaryWith an existing client project, coming from the practice management system, you can create a new Request list from a template or create a new list of Requests manually. Once created, the Re...