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Aiwyn Experience

Project and knowledge collaboration · by Aiwyn

Unified client portal for engagement letters, document sharing, request lists, messaging, invoicing, and payments designed for accounting firms that want to scale.

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What it does

Unified client portal for engagement letters, document sharing, request lists, messaging, invoicing, and payments designed for accounting firms that want to scale.

  • Payments and collections
  • Practice management
  • Client experience and portal
  • Tax preparation, review, and filing
  • Engagement letter automation
Category
Project and knowledge collaboration
Built for
Professional services
Users
Accounting firms, CPA firms
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Aiwyn doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Aiwyn. Ask for audit reports before you buy.

  • SOC 2Compliant
  • SOC 2 Type IICompliant
  • Industry-standard security technologies and procedures
  • Bank-grade encryption
  • Tokenized payment data

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