Christa Mason

SummaryYou can save a payment method to speed up the payment process for future payments. You can also create as many different saved payment methods as you desire.Note that due to PCI compliance, ...

 SummaryAiwyn's 1-click invoice email refers to the invoice email your clients ultimately receive. You will still create, post, and send invoices from your practice management system.When an invoic...

SummaryWith the Requests & Deliverables feature enabled, your firm staff can add new contacts directly into the Aiwyn Firm Portal, allowing the firm Reviewer to provide Requests to the new contact ...

Summary Each client entity record in your Practice Management System, that is active and intended to be located in Aiwyn, is given a corresponding Aiwyn Client Portal. The Client Portal is the cent...

Summary Consents are a type of document that are managed separately from Engagement Templates, and consent documents generate from consent templates.   Next: Chapter 3: Engagement Settings

SummaryThe clients and contacts available for engagements expand outwards from the primary client selected.An individual engagement can include one or more clients, from within and outside of the p...

Summary How you manage and maintain contact data of clients in your practice management system has far reaching affects. It is important to understand the impact this data has on your clients and t...

Aiwyn's Engagement Letters is an add on module, please contact support@aiwyn.ai if you are interested in adding this feature to your existing Payments & Collections system. Summary Implementing Eng...

Outlined in this article are all of the PracticeCS specific IT tasks that must be completed as part of Aiwyn Implementation.Required Tasks Enable Change Tracking Ensure Firm staff can send emails f...

Summary AutoPay allows Clients to create their own parameters to automatically pay one or more of their outstanding invoices with their chosen payment method on a monthly basis. Clients, or Firm Ad...