Streamlining tax season: How SafeSend + Aiwyn connect returns and payments

Tax season shouldn’t mean juggling multiple systems to get paid. In this webinar, we’ll show you how the SafeSend and Aiwyn integration creates a seamless experience from return delivery to payment collection—all in one connected flow.

You’ll see a live walkthrough of how clients can review their returns, view their invoice, and submit payment without switching between emails or portals. Plus, we’ll hear directly from Karen DeBora, Director of CPA Operations at Aldrich Advisors, about her firm’s experience implementing and using the integration during tax season.

What you’ll learn:

• How the integration works from both client and firm perspectives
• Real-world impact on payment timing, staff workload, and client experience
• Practical setup steps and tips from a firm already using it

Join us for the demo, firm insights, and live Q&A to help you decide if this workflow is right for your firm.