Aiwyn Tax
Modern core tax system combining preparation, review, filing, workflow, and client collaboration in a single platform for all return types.
What it does
Modern core tax system combining preparation, review, filing, workflow, and client collaboration in a single platform for all return types. Currently rolling out to firms through a waitlist.
- Payments and collections
- Practice management
- Client experience and portal
- Tax preparation, review, and filing
- Engagement letter automation
- Category
- Tax and financial reporting
- Users
- Accounting firms, CPA firms
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Product insights
Evidence for this product in each industry and task.
Documented workflow
“AI recognition that identifies and organizes uploads, even when files are mislabeled Automated reminders and real-time status on every outstanding item Digital organizers and questionnaires clients can complete on any device…”
Read product documentation
AI recognition that identifies and organizes uploads, even when files are mislabeled Automated reminders and real-time status on every outstanding item Digital organizers and questionnaires clients can complete on any device…
Read source · www.aiwyn.ai ↗
Pricing
Pricing not available
We don't have pricing details for Aiwyn Tax yet. Ask Aiwyn 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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