This is another installment of our monthly Aiwyn platform updates. Each note will spotlight newly launched capabilities that are designed to help your firm accelerate cash flow, streamline operations, and elevate the client experience across the entire Aiwyn platform.
← Read October’s release notes
Firms can now add collaborators to an engagement during setup or renewal, allowing additional staff members to receive the same notifications and workflow updates as the partner or manager. This ensures billing teams, administrators, or specialty reviewers remain informed without needing to be the engagement owner. Collaborators appear directly within the engagement record and stay tied to that engagement throughout its lifecycle. This update removes blind spots and strengthens team coordination.
Why this matters
Ensuring the right internal teams receive engagement updates improves visibility, reduces missed steps, and supports smoother downstream billing and client management workflows.
Firms using manual execution can now upload and track multiple supporting documents, such as consent forms or supplemental agreements, when recording an executed engagement. Each document can be marked as signed and stored individually, creating a complete audit trail of every item included in an engagement package. This enhancement eliminates the previous limitation of uploading a single PDF to represent multiple documents. The result is a more accurate and transparent record of everything clients sign.
Why this matters
Improving manual execution ensures firms can accurately reflect all signed documents within Aiwyn, reducing reliance on external storage and maintaining a complete, compliant engagement history.
A new asynchronous progress indicator now displays the status of document transfers to Caseware after users click Push to Caseware. Files in the request list automatically update to show when they are being processed, have successfully transferred, or require attention due to a failure. The grid and list views both display clear status messages, so staff do not need to stay in a modal to monitor activity. This creates a more transparent and predictable workflow for document exchange.
Why this matters
Real-time visibility into file transfer status helps firms work more confidently, reduces uncertainty, and prevents delays in audit and assurance workflows that rely on Caseware synchronization.
Enhancements to the file upload workflow provide more stable and predictable feedback when clients or staff upload documents. Upload cards no longer flicker, reorder, or disappear, and they remain visible until each file’s upload is fully complete. The Manage Links dialog also prevents users from finalizing actions until uploads are complete, with clear alerts when items are still being processed. These updates make the document workflow more intuitive and reliable.
Why this matters
A more stable upload experience helps clients avoid accidental re-uploads, reduces confusion for firm users, and creates a more confident document submission process across the portal.
Staff records now support expanded field configuration, allowing firms to enter, edit, and maintain a broader set of employee details. These updates improve the completeness of staff information for reporting, permissions, and operational oversight. The feature supports both newly added fields and refined definitions of existing fields. This provides firms with a more accurate and structured staff dataset across Aiwyn Practice.
Why this matters
Better-defined staff records help firms manage roles and responsibilities more effectively and maintain consistency across teams.
Client records now include additional classification fields such as entity type, lifecycle status, FEIN, and billing contacts. These fields help firms categorize clients more precisely and reflect real-world organizational details within Aiwyn. The enriched data also improves how downstream workflows interpret client attributes. This gives teams more reliable client information for billing, reporting, and engagement planning.
Why this matters
Capturing more structured client data supports cleaner reporting, reduces manual lookups, and helps firms tailor workflows to each client type’s needs.
Contact records now support new optional fields, including SSN-related fields stored behind a permission-controlled toggle. These additions allow firms to track required details for tax and engagement workflows while maintaining security and controlled access. The expanded fields support stronger alignment with client-facing requirements. This provides a more complete view of contact information within Aiwyn.
Why this matters
Richer contact records improve accuracy across engagements, billing, and communication workflows, while maintaining appropriate access controls for sensitive data.
Staff profiles now include additional employment-related fields such as wage type, employee type, and sub-service line. Several previously redundant fields have been removed to simplify the record structure. These updates improve the clarity and relevance of staff data across reporting and project workflows. The result is a cleaner, more consistent staff data model for use throughout Practice.
Why this matters
Improving staff data structure helps firms track staffing patterns, support downstream permissions, and maintain a more accurate organizational hierarchy.