Christa Mason

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...

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...

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...

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...

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 (...

You can ensure that all Aiwyn emails are successfully delivered to your firm’s team and clients by updating your email security and filtering settings.Whitelisting Aiwyn Sender IP RangesYou can all...

Outlined in this article are all of the PracticeCS specific IT tasks that must be completed as part of Aiwyn Implementation.Required Tasks Enable Change Tracking Ensure Firm staff can send emails f...