Christa Mason

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...

Jump to Question About Aiwyn What does Aiwyn mean? Where are you located? What do you do? Are you SOC II Compliant? Implementation What is needed for Implementation? What is needed for Testing? Wha...

Summary Before Go Live, Aiwyn requires the completion of various tests in order to ensure data connectivity and configurations appear and function as desired. Your firm's specific Payments & Collec...

You can configure a mail rule that allows Aiwyn to intercept outgoing invoice emails and send them to your clients with a one-click payment wrapper.Confirming Whether A Mail Rule Is RequiredThe mai...

In the firm portal, you may request a refund for payments made through Aiwyn. Only the full payment amount can be refunded, partial refunds through the Firm Portal are not possible. Clients cannot ...

Included in this Article Summary Accessing the client portal Responsible staff Credit card processing fees Exclude payment methods Payment method labels View previous payments View PDF of paid invo...

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...

Summary There are a few Settings related to Engagements that are surfaced in the Settings section of the firm portal. Engagement Admins (i.e. firm staff granted permission to access Engagement Sett...