Elevate experience and make every interaction count.

AIWYN EXPERIENCE

Elevate experience and make every interaction count.

Build trust with a unified client portal experience that not only meets but exceeds client expectations.

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Firms are ready for change

13
average number of client facing tools used by firms
20-30%
of each application’s functionality actually used by employees
76%
of firms rated client experience as their top priority
ELEVATE EXPERIENCE

A single portal for both sides of the relationship

Simplify how your firm and clients connect. No more disjointed portals, tools, or logins – just one place for your clients to feel supported and your team to stay in sync.

Engagement letters

Eliminate manual processes and reduce risk by streamlining the way your team creates, sends, and manages engagement letters.

  • Template based creation with dynamic variables that autofill client-specific details
  • Batch creation of multiple engagement letters for similar services
  • Optional payment setup including autopay at required time of signature
  • Automated reminders sent every 3 days until signed
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Client portal

Simplify how clients engage and collaborate with your firm while reducing administrative overhead and improving satisfaction.

  • Unified hub for engagement letters, document sharing, messaging, invoicing, and payments
  • Firm wide support built to serve every service line
  • Consistent user experience across teams
  • Integrate portals from other tools into one centralized view for employees and clients
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Requests lists

Provide clarity and accountability by organizing tasks and document requests into structured, easy-to-manage lists. 

  • Clear visibility into document level specifics
  • Integrated into project templates
  • Automated reminders and real-time status updates
  • Accessible by firm-side and client-side users
  • Service line agnostic for simplistic requests and robust enough for highly complex engagements
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INTEGRATIONS & TECHNOLOGY PARTNERS

Your connected ecosystem

Unlock the freedom to integrate with the tools you need today and the flexibility to scale for tomorrow by connecting with leading accounting firm technology.

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"Aiwyn is pushing the client experience and making that as smooth and enjoyable of a process as possible. You can just see it in their portal vs. any other portal."

Business Solutions Architect, Top 300 Firm

Putting trust into technology for firms and their clients

Join 800+ leading firms who trust Aiwyn to drive innovation through partnership, consolidate systems, and shape the future of the profession.

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