Christa Mason

SummaryPayments can be made on behalf of clients by accessing the client's unique portal. Every active client in your practice management system automatically has a corresponding Client Portal. All...

SummaryThere are two parts to the Aiwyn system: Client Portal and Firm Portal.Data from your practice management system flows into the Aiwyn portals in a “read-only” capacity, displaying to users a...

Configure a tax rate for a region so tax is calculated automatically on invoices for clients.. Tax Regions can be added to clients in the Client Records. Sales tax can be overridden on individual W...

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...

SummaryRequest Templates are a reusable checklist of items you routinely ask clients to provide. A Request List contains a list of the file uploads and text responses a client must respond to in or...

There is no way to stop or cancel a payment once it has been submitted.Instead, a firm admin (with proper user permissions) can request a refund. Please visit the article: Refunds for additional de...

SummaryAn Engagement in Aiwyn is comprised of the following elements: Engagement Details Client(s) Scope of Service(s) - optional Engagement Letter Contact(s) The Engagement Details page is the sta...

Summary This article describes the Data Mapping and corresponding functions within Aiwyn for Staff and Client data from your Practice Management System. The sections below outline and describe thes...

This articles relates to testing, training, and go live activities related to Payments & Collections.   Testing FAQs Click to jump to answer When do we start testing? How is "deployment" defined by...

SummaryThis article will describe the additional necessary tasks firm IT will need to complete as part of your overall implementation tasks as they relate specifically to CCH Axcess. Select any lin...