Christa Mason

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...

Summary This article describes the Data Mapping and corresponding functions within Aiwyn for Staff and Client data from your Practice Management System. The sections below outline and describe thes...

This articles relates to testing, training, and go live activities related to Payments & Collections.   Testing FAQs Click to jump to answer When do we start testing? How is "deployment" defined by...

SummaryThis article will describe the additional necessary tasks firm IT will need to complete as part of your overall implementation tasks as they relate specifically to CCH Axcess. Select any lin...

Summary Create an unlimited number of unique Templates directly from within the Firm Portal. You can create Letter Templates, Section Templates, and Section Types.  The following article outlines t...

Aiwyn Billing is a software solution built for accounting firms to simplify and automate the tedious billing process. Integrating seamlessly with existing practice management systems, Aiwyn Billing...

Summary Collection reminders, also known as Smart Statements will send automatically or manually, depending on your current Collection Settings in the firm portal. When in a manual review process, ...

The Recurring Payments Manager allows Firm Admins to quickly create new Recurring Payment Plans or update existing Recurring Payment Plans regardless of who set them up (the Firm Admin or the Clien...

In order to make use of SSO with Aiwyn’s Firm Portal, there are a few steps that must be completed: Configure a “Relying Party Trust” for Aiwyn’s Firm Portal Provide Federation Service details (...