Christa Mason

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 ...

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...

Summary The engagement placeholder variables are containers for dynamically generated content that populate into an individual letter based on client or firm driven data. There are two areas that u...

While Aiwyn can support your payment strategy, we don’t provide legal advice. We recommend working with your firm's legal counsel to ensure compliance with state-specific surcharge laws. There are ...

When adding the Aiwyn app to Duo, reference the following values:Redirect URL: https://an-prd.firebaseapp.com/__/auth/handler Service Provider Entity ID: Aiwyn Also, there are 3 attributes that mus...

Complete the following steps for this process: Ensure that SQL server has encryption enabled, thereby encrypting all in-transit data via TLS Whitelist Aiwyn’s static IP address SQL login setup Conf...

Included in this Article Summary Create, modify, and delete Recurring Payments AutoPay Summary There are two types of Payment Plans available in a Client Portal: Recurring Payments and AutoPay. A...

SummaryThe previous chapters of this guide have focused on the workflows your firm and your clients experience when sending and responding to client requests. This chapter instead focuses on the da...

Consent Document can be created from a Consent Template and added to an Engagement Letter. It is a separate PDF document when signed.

Regardless of the Database Integration Method, the creation of a read-only SQL authentication based user is required. This SQL user will be used by Aiwyn's translation engine to pull in your data t...