Christa Mason

Summary Engagement Letters sent to Clients all start from the selection of a Letter Template. A Letter Template is comprised of chosen and defined Section Types, each populated with a one or more a...

SummaryData from your practice management system flows into the Aiwyn system in a “read-only” capacity, displaying to users accurate information based on what is available in the practice managemen...

Summary Aiwyn’s Engagement Letters module is a software solution built for accounting firms to automate, standardize, and optimize Client engagements in order to onboard and grow faster and more pr...

Here is the link to the Aiwyn Status Page where you can view all updates, outages, or alerts regarding Aiwyn's services: https://aiwyn.statuspage.io/. Please be sure to Subscribe to be emailed auto...

SummaryCollections, also referred to as Smart Statements, are emailed reminders that are sent to clients reflecting their entire open AR (unpaid Invoices). This powerful yet easy to use tool will p...

Launching Aiwyn Payments to your clients is an exciting new service you will want to communicate to your firm and clients in a variety of methods. Below are suggestions, resources, and samples your...

SummaryPlease use this page as a jumping off point for all of your IT tasks related to implementing Aiwyn. All links on this page will open in new tab.The technical items outlined within this artic...

You can grant access to the Aiwyn Firm Portal by adding the Aiwyn application to your firm’s single sign-on environment.Understanding The SSO RequirementPlease confirm that your firm meets the acce...

You can configure DNS records that allow Aiwyn to send authenticated emails on your behalf and ensure reliable delivery to your clients.Receiving Your Domain-Specific DNS DetailsYou will know exact...

SummaryYou can set up a recurring payment plan in any Client Portal for a specific client account by following the steps in this article.Included in this article: Saved payment method Steps to set ...