<img src="https://ws.zoominfo.com/pixel/pJ1J8IhmrGOFijyr86vW" width="1" height="1" style="display: none;">

Client Engagement Automation

Aiwyn’s Client Engagement Automation is a software solution built for accounting firms to automate, standardize, and optimize client engagements in order to onboard and grow clients faster and more profitably. We enable a unified client experience by integrating with your existing practice management and CRM systems unlocking client and firm data.

CEA Product Page_HeroIMG
CEA Product Page_ValueProp_1IMG

Increase capacity and deliver higher margins

  • Create profitable engagement letters in under a minute including supporting documents, terms, dynamic content, and billing structure.
  • Renew engagement letters in mass or one-by-one.
  • Enable profitability insights at multiple inflection points in order to caution the firm of unprofitable client work at point of engagement creation and flag unprofitable clients before renewal.

Simplify the client intake experience

  • Streamline the client intake process by syncing data across firm systems with bi-directional integrations into existing PM and CRM systems – no more duplicate data-entry and document-chasing.
  • Personalize your clients experience by providing them access to a central portal to sign engagement letters, see documents, and make worry-free and convenient payments with AutoPay.
  • Create automated, event-based notifications when actions are required by your clients and/or your firm.
CEA Product Page_ValueProp_2IMG
CEA Product Page_Value_Prop_3IMG

Drive predictable cash flow – faster

  • Reduce unpaid invoices and expedite workflows by allowing your clients to set up AutoPay at the time they sign the engagement letter.
  • Allow members of the firm and clients to track the status of the client intake and engagement letter process through a central portal.

Your Challenges, SOLVED

Challenge Icon


27% of partner time spent on unbillable back-office work.
Solution Icon


Reduce costs and draft engagement letters in under one minute, sync CRM and PM system data automatically, and simplify the intake process to start serving clients faster.
Challenge Icon


48% of firms say client onboarding process is inefficient and costly.
Solution Icon


Increase efficiency, eliminate duplicate data entry, and clearly communicate status to give confidence and peace-of-mind.
Challenge Icon


~$millions in revenue and margin left on the table, annually
Solution Icon


Optimize pricing and create profitable engagement letters including fee structures in a central portal and allow clients to be part of the intake process.
Unlock your revenue potential with Practice Automation.