Christa Mason
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Recent activity by Christa Mason-
Chapter 5: Review Requests and update project status
SummaryOnce a client has submitted a request, which could include more than one item, an email is sent to the firm Reviewer. The Reviewer can view the submitted items in the Aiwyn Firm Portal and c...
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Chapter 5: Client Experience
SummaryOnce a letter is sent through Aiwyn, the Primary Contact, Billing Contact(s), and any additional signatories added, receive a notification email that action is required.Upon clicking the "Re...
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Chapter 5: Data Management and Mapping
Summary Data used by Engagements is driven by the data managed in your firm's Practice Management System. During Implementation of Engagements, Aiwyn will help you explore the data points available...
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Aiwyn invoice emails using the mail rule
Are you on CCH Axcess? If so, you will not use the mail rule.SummaryWith Aiwyn, you email your invoices from your practice management system. The invoice email is intercepted by Aiwyn using a mail ...
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What is Aiwyn’s QuickBooks Online integration method?
This article explains how Aiwyn securely integrates with QuickBooks Online to maintain ongoing, read-only access to the data required for accurate reporting and processing. Creating A QBO User For ...
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Best Practice: Charging Credit Card Processing Fees
The following article will explore the change management and functional components of passing Credit Card Processing Fees along to clients who make a payment through the Aiwyn Portal. Included in...
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How do I configure Google Workplace for single sign-on with Aiwyn?
Reference the instructions provided by Google to add a custom SAML app to your Google Workspaces.1. Within the "App details", enter app name (example: Aiwyn), enter a description, and select an app...
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Chapter 5: Payment reconciliation
SummaryThe connection to your practice management system is one way, meaning Aiwyn can read your data, but we cannot change or update data in your system.Because of this, payments made through Aiwy...
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Chapter 6: Send Deliverables to client
SummaryOnce the project is underway and a new Deliverable is available, send the Deliverable to the client contact from within the Aiwyn Firm Portal. The client contact receives a notification the ...
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Chapter 6: Engagement Renewals
Summary Aiwyn’s Engagement Renewal feature supports, expedites, and streamlines the renewal process, especially during the annual renewal season. Executed Engagements are eligible for renewal, as l...