Christa Mason

Build a reusable work breakdown structure that auto-creates tasks and allows staff time to be logged against the project and subsequently billed to the client on an invoice, and change an existing ...

Payment History shows all payments recorded for the firm — those processed through Aiwyn and those recorded outside of Aiwyn.The tab is named differently and offers slightly different values depend...

Build a reusable rate structure your firm can assign to Work & Expense Codes by the staff role performing the work. Only one Rate Card may be Active in your system at one time.Steps to create a new...

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...

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...

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...

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...

SummaryIf you use both SafeSend and Aiwyn, then your firm can take advantage of the SafeSend/Aiwyn email integration. You simply set up the integration in SafeSend one time, and then when sending t...

SummaryQuick Payment Links is an optional feature that allows firms to securely collect payments from a payer without requiring them to access their Aiwyn Client Portal.A visit to the link takes th...

SummaryBeginning October 2026, Microsoft Exchange will begin enforcing an external recipient rate limit of 2,000 recipients in 24 hours. This means your firm will be limited to sending 2,000 Aiwyn ...