Christa Mason

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Articles

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  • KPI Definitions & Report Reference

    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...

    Christa Mason Updated 0 followers 0 comments 0 votes

  • How to Complete the CCH Axcess Contact Conversion

    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...

    Christa Mason Updated 1 follower 0 comments 0 votes

  • Accepted payment methods

    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...

    Christa Mason Updated 1 follower 0 comments 0 votes