RELEASE NOTES

 

June 2026

Welcome to Aiwyn’s monthly platform update.
Each installment spotlights newly launched capabilities designed to help your firm accelerate cash flow, streamline operations, and elevate the client experience.

← Read last month’s release notes

 

What’s new in Aiwyn Practice

Notification Management: firm-wide defaults with personal control

Firm admins can now set firm-wide default email notification settings across the products your firm has enabled, and decide which email notifications individual users are allowed to change for themselves. Each user gets a matching preferences screen to fine-tune the alerts they receive for anything left open to them. Email notifications for modules your firm hasn’t turned on stay hidden, and newly added notification types are clearly flagged as new.

Why this matters

Firms get sensible, consistent defaults out of the box while still letting individuals tune what reaches their inbox — less noise, fewer missed updates, and no support ticket required to change who hears about what.

 

Invoice date controls: put the right date on every invoice

You can now control the date that lands on an invoice. A new billing setting sets your firm’s default (the send date, the creation date, an unbilled-as-of date, or a specific day of the month), and the draft invoice preview pre-fills to match. You can still override the date on any individual invoice before sending.

Why this matters

Invoice dating now follows your firm’s policy automatically, with the flexibility to adjust case by case, meaning no manual edits on every invoice, and cleaner, more predictable records.

 

Time & Materials invoicing: attach time entries directly to invoices

Time and materials invoicing is now live. On a T&M engagement, you can include  time entries on an invoice and see any adjustments applied as a clear Credit column. This ensures the billed amount always ties back to the underlying time. Access is governed by a new “Attach Time Entries to Invoices” permission — Editors and Admins have it by default, and other roles can be granted it through permission sets when your firm is ready.

Why it matters

When a client needs a line item breakdown of time spent, T&M invoices allow as much detail as needed to be included on the invoice.

 

What’s new in Aiwyn Experience

Prepayment status on engagements: clear visibility when a prepayment is in flight

Engagements that collect a prepayment now reflect their true status instead of jumping straight to “Executed.” In the Firm Portal, staff see new Prepayment Processing and Prepayment Failed indicators and can filter the engagements grid to find anything that needs attention; an engagement stays in its sent state until the prepayment clears. Clients see matching status indicators in their portal and, if a payment fails, are guided straight back to the payment step to try again.

Why this matters

Firms always know where a prepaid engagement actually stands, and clients get a clear path to fix a failed payment — fewer surprises, fewer follow-up calls, and faster completion.

 

Tasks in the client portal: one list of everything the firm needs

The client portal now opens to a single task list. Clients see everything their firm is waiting on across every engagement in one place, organized by entity and split into open and completed work, with filtering and sorting for clients carrying a lot of items. Request items, deliverables, and items from integrations like SafeSend all sit together as their own tasks at the top level, rather than buried inside projects and tabs. 

Why it matters

Clients no longer drill through projects and tabs to find what their firm needs. They land on one list of what’s theirs to do, so they respond faster and have a clear view of everything that’s needed from the firm

 

SafeSend Returns in the client portal: returns show up automatically, ready to sign

When a firm delivers a tax return through SafeSend, it now appears automatically in the client portal as a task on the right contact, with the secure link to review and sign. The firm no longer has to create a deliverable, attach it to a project, and link the return by hand. Returns with more than one signer, like a taxpayer and spouse, each get their own task and a personalized access link matched to that signer, and a task closes on its own once that person finishes signing.

Why it matters

Clients see their return next to everything else their firm needs and sign through one link, and firms skip the manual work of getting each return in front of the right person.

 

Caseware Cloud integration: send request files straight to the engagement binder

Firms using Caseware Cloud can now push files from an Aiwyn request list directly into the right Caseware engagement and folder, with no downloading and reuploading in between. From the request list, a firm user picks the Caseware project and folder, sends the files over, and sees whether each file synced or errored so staff can retry without leaving Aiwyn.

Why it matters

Audit teams stop moving documents between the client portal and Caseware by hand, which saves time during fieldwork and keeps files landing in the right binder.

 

Enhancements & minor updates

• Bulk archive engagements – Select multiple engagements in the grid and archive them in one action from the toolbar, instead of archiving them one at a time.
• Sales tax on progress billing – When you bill progress to a client in a taxing jurisdiction, sales tax can now be calculated automatically on the draft invoice before it goes out.
• Fiscal-year-aware engagement letter variables – New {{FiscalYear}} and {{FiscalYear+1}} template variables resolve to the tax year being filed rather than the calendar year, so early-season letters show the correct year. Variables typed into the engagement name are now validated, flagging typos or unclosed braces before you send.
• Reactivate codes in one click – Inactive Work, Expense, PTO, and Operational codes now have an Activate Code action right in the row menu, so you can bring a code back without a workaround.
• Firm office on the engagements grid – Multi-office firms can now see, sort, and filter engagements by firm office, both on the grid and on the engagement’s Clients tab.
• Optional country on contacts – The country field on a contact is now optional and clearable, so contacts without a country no longer get blocked.
• Stronger protection for submitted and locked time entries – Editing and deleting submitted or locked time entries is now properly restricted to users with the right permissions, and deactivating an aggregated PTO entry cascades to its underlying entries.
• More consistent multi-identity signing – The client signing experience now stays fixed to the mode it had when the engagement was sent, so an in-progress signing session won’t change shape unexpectedly.
• Refreshed firm experience for request lists – The firm request list experience has been redesigned layout for faster, easier editing.
• SafeSend notifications – For firms using the Aiwyn SafeSend integration, this notification fires from the same source as every other Aiwyn notification. Clients get the same SafeSend secure link to review and sign their return from a trusted email