Christa Mason
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Recent activity by Christa Mason-
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...
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Introduction: Client Requests & Deliverables
SummaryWith this feature enabled, you are able to send Requests from the Aiwyn Firm Portal to clients and their contacts, who in turn are able to provide requested documentation from within their A...