Christa Mason

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 ...

SummaryPayments can be made on behalf of clients by accessing the client's unique portal. Every active client in your practice management system automatically has a corresponding Client Portal. All...

SummaryThere are two parts to the Aiwyn system: Client Portal and Firm Portal.Data from your practice management system flows into the Aiwyn portals in a “read-only” capacity, displaying to users a...

SummaryLaunching Aiwyn Engagements represents a key step in modernizing your client experience and internal operations. This guide provides your marketing and communications team with recommendatio...

SummaryRequest Templates are a reusable checklist of items you routinely ask clients to provide. A Request List contains a list of the file uploads and text responses a client must respond to in or...

There is no way to stop or cancel a payment once it has been submitted.Instead, a firm admin (with proper user permissions) can request a refund. Please visit the article: Refunds for additional de...

SummaryAn Engagement in Aiwyn is comprised of the following elements: Engagement Details Client(s) Scope of Service(s) - optional Engagement Letter Contact(s) The Engagement Details page is the sta...