"Aiwyn is pushing the client experience and making that as smooth and enjoyable of a process as possible. You can just see it in their portal vs. any other portal."
Business Solutions Architect, Top 300 Firm
Build trust with a unified client portal experience that not only meets but exceeds client expectations.
Firms are ready for change
Simplify how your firm and clients connect. No more disjointed portals, tools, or logins – just one place for your clients to feel supported and your team to stay in sync.
Eliminate manual processes and reduce risk by streamlining the way your team creates, sends, and manages engagement letters.
Simplify how clients engage and collaborate with your firm while reducing administrative overhead and improving satisfaction.
Provide clarity and accountability by organizing tasks and document requests into structured, easy-to-manage lists.
Unlock the freedom to integrate with the tools you need today and the flexibility to scale for tomorrow by connecting with leading accounting firm technology.
Aiwyn Experience is a unified client portal for accounting firms that brings engagement letters, document sharing, request lists, invoicing, and payments into one place for both the firm and the client. It replaces the 8+ client-facing tools the average firm uses today, reducing logins for clients, administrative overhead for firms, and friction across every interaction in the engagement.
Most accounting portals were built as point tools (one for engagement letters, one for document exchange, one for payments) and stitched together over time. Aiwyn Experience is a single portal designed from the start to cover the full client lifecycle, with a consistent UX across every service line. Firms get one platform to manage; clients get one login, one experience, and one place to interact with the firm regardless of whether they are signing a letter, uploading a tax document, or paying an invoice.
Yes. Many firms use Aiwyn Experience to consolidate engagement letter software, document exchange portals, and standalone payment portals into one system. Because Aiwyn Experience is service-line agnostic, the same portal supports tax, audit, advisory, and CAS work, so firms can retire fragmented tools rather than running them in parallel. Implementation is designed to roll out by service line or by client segment so the change is manageable.
Aiwyn Experience handles engagement letters with template-based creation, dynamic variables that autofill client-specific details, batch creation for similar engagements (so a firm can send hundreds of 1040 letters in minutes), optional autopay setup captured at signature, and automated reminders sent every three days until signed. The goal is to eliminate the manual work that typically delays the start of every engagement and to reduce risk by standardizing how letters are created, sent, and stored.
Inside the unified client portal, clients can sign engagement letters, upload and download documents, view and respond to request lists, message the firm, view invoices, and pay by ACH or credit card. We also support integrations with other best-of-breed client portal applications. Everything is service-line agnostic, so a single client can do all of this for their tax return, audit, and advisory work from one place with one login.
Request lists in Aiwyn Experience let firms organize document and information requests into structured, easy-to-manage lists with clear visibility into document-level status. They are integrated into project templates, send automated reminders, update in real time, and are accessible to both firm-side and client-side users. They are designed to be simple enough for a basic individual return and robust enough for a complex audit, so the same tool works across every service line.
Yes. Aiwyn Experience is built to connect with leading accounting firm technology, including workflow and practice management software, so client-side activity stays in sync with the firm’s source-of-truth systems. Firms can adopt Aiwyn Experience without ripping out the back-office tools they already use, then consolidate further over time on Aiwyn’s broader platform if they choose.
Join 800+ leading firms who trust Aiwyn to drive innovation through partnership, consolidate systems, and shape the future of the profession.
